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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	Vanguard Group Malvern, Pennsylvania	$374M	+$56.5M	2	0.01%	Increased
2	Fidelity Investments Boston, Massachusetts	$351M	+$106M	2	0.03%	Increased
3	Capital World Investors Los Angeles, California	$324M	+$64.3M	1	0.07%	Increased
4	Mirae Asset Global Investments Seoul, South Korea	$320M	-$10.5M	2	0.83%	Reduced
5	William Blair Investment Management Chicago, Illinois	$254M	+$23.5M	1	0.97%	Increased
6	T. Rowe Price Associates Baltimore, Maryland	$216M	-$54.4M	1	0.03%	Reduced
7	Royal Bank of Canada Toronto, Ontario, Canada	$179M	+$6.09M	3	0.05%	Increased
8	Morgan Stanley New York	$172M	+$1.36M	2	0.02%	Increased
9	KeyBank National Association Cleveland, Ohio	$159M	-$661K	1	0.78%	Reduced
10	AllianceBernstein Nashville, Tennessee	$154M	+$5.61M	2	0.07%	Increased
11	BlackRock New York	$120M	+$72.7M	2	0%	Increased
12	ALPS Advisors Denver, Colorado	$115M	-$2.83M	1	1.02%	Reduced
13	Ameriprise Minneapolis, Minnesota	$112M	+$21.7M	2	0.04%	Increased
14	Bank of Montreal Toronto, Ontario, Canada	$110M	-$8.64M	1	0.05%	Reduced
15	Pendal Group Sydney, Australia	$99.3M	+$18.3M	1	0.86%	Increased
16	Bank of Nova Scotia Toronto, Ontario, Canada	$94.5M	+$10.8M	2	0.24%	Increased
17	Citadel Advisors Miami, Florida	$92.9M	+$31.9M	2	0.02%	Increased
18	KGI Kopernik Global Investors Tampa, Florida	$88.3M	+$28M	1	8.92%	Increased
19	Wellington Management Group Boston, Massachusetts	$86.1M	+$14.9M	1	0.02%	Increased
20	National Bank of Canada Montreal, Quebec, Canada	$82.5M	+$64.9M	1	0.21%	Increased
21	Bank of America Charlotte, North Carolina	$78.5M	+$23.2M	2	0.01%	Increased
22	SCP SailingStone Capital Partners Houston, Texas	$76.6M	+$8.76M	2	25.62%	Increased
23	Norges Bank Oslo, Norway	$72.8M	+$34.5M	1	0.02%	Increased
24	Bank of New York Mellon New York	$68.9M	+$25M	2	0.02%	Increased
25	CIBC World Market Toronto, Ontario, Canada	$67.4M	+$16.8M	1	0.24%	Increased