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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	Fidelity Investments Boston, Massachusetts	$580M	+$181M	2	0.05%	Increased
2	Vanguard Group Malvern, Pennsylvania	$425M	+$2.19M	2	0.01%	Increased
3	Mirae Asset Global Investments Seoul, South Korea	$376M	+$8.43M	2	0.88%	Increased
4	Capital World Investors Los Angeles, California	$374M	-$22.2K	1	0.08%	Reduced
5	William Blair Investment Management Chicago, Illinois	$268M	-$25.5M	1	0.93%	Reduced
6	Royal Bank of Canada Toronto, Ontario, Canada	$211M	+$4.27M	3	0.06%	Increased
7	AllianceBernstein Nashville, Tennessee	$195M	+$17M	2	0.08%	Increased
8	Morgan Stanley New York	$194M	-$4.53M	2	0.02%	Reduced
9	T. Rowe Price Associates Baltimore, Maryland	$171M	-$78.7M	1	0.03%	Reduced
10	KeyBank National Association Cleveland, Ohio	$171M	-$12.2M	1	0.81%	Reduced
11	Fidelity International Hamilton, Bermuda	$168M	+$170M	1	0.19%	New
12	BlackRock New York	$134M	+$774K	2	0%	Increased
13	Bank of Montreal Toronto, Ontario, Canada	$127M	-$868K	1	0.05%	Reduced
14	ALPS Advisors Denver, Colorado	$127M	-$5.45M	1	1.12%	Reduced
15	Rubric Capital Management (New York) New York	$123M	+$117M	1	3.18%	Increased
16	Ameriprise Minneapolis, Minnesota	$121M	-$7.88M	2	0.04%	Reduced
17	Lingotto Investment Management London, United Kingdom	$121M	-$21.1M	1	8.68%	Reduced
18	Perpetual Ltd Sydney, New South Wales, Australia	$117M	+$118M	1	1.01%	New
19	Bank of Nova Scotia Toronto, Ontario, Canada	$117M	+$7.43M	2	0.35%	Increased
20	National Bank of Canada Montreal, Quebec, Canada	$98.3M	+$3.09M	1	0.24%	Increased
21	Bank of New York Mellon New York	$92.7M	+$13.5M	2	0.02%	Increased
22	Wellington Management Group Boston, Massachusetts	$91.1M	-$8.39M	1	0.02%	Reduced
23	Bank of America Charlotte, North Carolina	$90.1M	-$270K	2	0.01%	Reduced
24	CIBC World Market Toronto, Ontario, Canada	$87.8M	+$9.97M	1	0.3%	Increased
25	ZP Zimmer Partners New York	$80.6M	+$9.35M	1	1.65%	Increased