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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	Mirae Asset Global Investments Seoul, South Korea	$389M	+$6.48M	1	1.05%	Increased
2	Vanguard Group Malvern, Pennsylvania	$374M	+$12.4M	2	0.01%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$314M	-$69.6M	1	0.05%	Reduced
4	Capital World Investors Los Angeles, California	$306M	+$36.1M	1	0.07%	Increased
5	Fidelity Investments Boston, Massachusetts	$291M	+$72.6M	2	0.03%	Increased
6	William Blair Investment Management Chicago, Illinois	$271M	-$53.2M	1	1.07%	Reduced
7	Royal Bank of Canada Toronto, Ontario, Canada	$203M	-$12M	3	0.06%	Reduced
8	Morgan Stanley New York	$200M	+$8.55M	2	0.03%	Increased
9	KeyBank National Association Cleveland, Ohio	$186M	+$2.29M	2	0.97%	Increased
10	Lingotto Investment Management London, United Kingdom	$175M	-$65.6M	1	16.16%	Reduced
11	AllianceBernstein Nashville, Tennessee	$174M	-$38.1M	2	0.08%	Reduced
12	Bank of Montreal Toronto, Ontario, Canada	$142M	+$12.9M	1	0.06%	Increased
13	Driehaus Capital Management Chicago, Illinois	$137M	+$5.41M	1	2.08%	Increased
14	ALPS Advisors Denver, Colorado	$137M	-$15.5M	1	1.3%	Reduced
15	Ameriprise Minneapolis, Minnesota	$106M	-$29.2M	2	0.04%	Reduced
16	Bank of Nova Scotia Toronto, Ontario, Canada	$98.4M	+$9M	2	0.31%	Increased
17	Pendal Group Sydney, Australia	$95.5M	+$12.6M	1	0.93%	Increased
18	Wellington Management Group Boston, Massachusetts	$84.4M	+$23.8M	1	0.02%	Increased
19	KGI Kopernik Global Investors Tampa, Florida	$71.7M	-$38M	1	7.88%	Reduced
20	SCP SailingStone Capital Partners Houston, Texas	$69.1M	+$2.76M	2	18%	Increased
21	Citadel Advisors Miami, Florida	$68.1M	+$29.2M	2	0.02%	Increased
22	Aristotle Capital Management Los Angeles, California	$66.8M	-$927K	1	0.15%	Reduced
23	Bank of America Charlotte, North Carolina	$65.7M	+$20.8K	3	0.01%	Increased
24	CIBC World Market Toronto, Ontario, Canada	$60M	-$7.79M	1	0.23%	Reduced
25	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$58.5M	+$29.6M	1	0.38%	Increased