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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	$1.1B	+$174M	2	0.1%	Increased
2	Vanguard Group Malvern, Pennsylvania	$643M	+$9.7M	2	0.02%	Increased
3	Capital World Investors Los Angeles, California	$567M	+$213K	1	0.11%	Increased
4	Mirae Asset Global Investments Seoul, South Korea	$516M	+$11.4M	2	1.14%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$447M	+$37.4M	2	0.07%	Increased
6	BlackRock New York	$344M	+$87.6M	2	0.01%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$332M	-$22.5M	3	0.09%	Reduced
8	Fidelity International Hamilton, Bermuda	$327M	+$17.3M	1	0.39%	Increased
9	Morgan Stanley New York	$311M	+$15.8M	3	0.03%	Increased
10	AllianceBernstein Nashville, Tennessee	$285M	-$26.5M	2	0.12%	Reduced
11	KeyBank National Association Cleveland, Ohio	$248M	-$2.26M	1	1.19%	Reduced
12	Bank of Montreal Toronto, Ontario, Canada	$229M	+$5.62M	1	0.08%	Increased
13	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$227M	+$86.4M	1	1.19%	Increased
14	JP Morgan Chase New York	$218M	+$79.1M	3	0.02%	Increased
15	William Blair Investment Management Chicago, Illinois	$195M	-$123M	1	0.65%	Reduced
16	ALPS Advisors Denver, Colorado	$188M	-$3.37M	1	1.56%	Reduced
17	Bank of Nova Scotia Toronto, Ontario, Canada	$181M	+$998K	2	0.48%	Increased
18	Bank of America Charlotte, North Carolina	$169M	+$27.5M	2	0.02%	Increased
19	Ameriprise Minneapolis, Minnesota	$157M	-$21.4M	1	0.05%	Reduced
20	Driehaus Capital Management Chicago, Illinois	$155M	-$9.64M	1	2.01%	Reduced
21	CIBC World Market Toronto, Ontario, Canada	$133M	+$406K	2	0.44%	Increased
22	National Bank of Canada Montreal, Quebec, Canada	$125M	-$671K	1	0.19%	Reduced
23	Invesco Atlanta, Georgia	$123M	-$257K	2	0.03%	Reduced
24	PIM Platinum Investment Management Sydney Australia 2000, Australia	$123M	+$66.6M	1	4.78%	Increased
25	Citigroup New York	$106M	-$5.62M	3	0.08%	Reduced