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Small Modular Reactors

Small modular reactors are factory-built units intended to cut the cost and schedule risk of conventional nuclear construction. Most developers are pre-revenue and trade on licensing progress and offtake agreements.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1	T. Rowe Price Associates Baltimore, Maryland	$306M	-$102M	1	0.04%	Reduced
2	Mirae Asset Global Investments Seoul, South Korea	$300M	-$69.4M	1	0.76%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$288M	+$19.2M	2	0.01%	Increased
4	William Blair Investment Management Chicago, Illinois	$258M	-$8.99M	1	0.96%	Reduced
5	Capital World Investors Los Angeles, California	$213M	+$74.7K	1	0.05%	Increased
6	Lingotto Investment Management London, United Kingdom	$193M	-$22M	1	18.66%	Reduced
7	Fidelity Investments Boston, Massachusetts	$172M	+$162M	1	0.02%	Increased
8	Royal Bank of Canada Toronto, Ontario, Canada	$170M	+$26.1M	3	0.05%	Increased
9	AllianceBernstein Nashville, Tennessee	$169M	+$176M	2	0.08%	Increased
10	Morgan Stanley New York	$152M	+$19.6M	2	0.02%	Increased
11	KeyBank National Association Cleveland, Ohio	$146M	+$5.58M	1	0.71%	Increased
12	ALPS Advisors Denver, Colorado	$122M	+$146M	1	1.18%	New
13	Bank of Montreal Toronto, Ontario, Canada	$110M	+$25M	2	0.05%	Increased
14	Ameriprise Minneapolis, Minnesota	$108M	+$5.24M	1	0.04%	Increased
15	Driehaus Capital Management Chicago, Illinois	$104M	-$1.37M	1	1.69%	Reduced
16	KGI Kopernik Global Investors Tampa, Florida	$88.1M	-$24.3M	1	10.17%	Reduced
17	Bank of Nova Scotia Toronto, Ontario, Canada	$70.8M	+$384K	2	0.17%	Increased
18	Pendal Group Sydney, Australia	$65.3M	+$49.3M	1	0.64%	Increased
19	Millennium Management New York	$63M	+$32M	2	0.04%	Increased
20	SCP SailingStone Capital Partners Houston, Texas	$56.1M	+$15.1M	2	14.35%	Increased
21	CIBC World Market Toronto, Ontario, Canada	$53.9M	+$5M	1	0.19%	Increased
22	Aristotle Capital Management Los Angeles, California	$53.7M	+$1.07M	1	0.11%	Increased
23	Bank of America Charlotte, North Carolina	$52.1M	-$5.73M	3	0.01%	Reduced
24	Wellington Management Group Boston, Massachusetts	$46.9M	-$15.2M	1	0.01%	Reduced
25	Empyrean Capital Partners Los Angeles, California	$46.8M	$0	1	1.49%	Maintained