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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	$1.35B	+$153M	2	0.1%	Increased
2	Vanguard Group Malvern, Pennsylvania	$696M	+$7.25M	2	0.02%	Increased
3	Mirae Asset Global Investments Seoul, South Korea	$593M	+$37M	2	1.21%	Increased
4	Capital World Investors Los Angeles, California	$582M	-$33.3M	1	0.1%	Reduced
5	BlackRock New York	$375M	+$7.35M	2	0.01%	Increased
6	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$359M	+$109M	1	1.67%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$340M	-$20.5M	3	0.08%	Reduced
8	Morgan Stanley New York	$338M	+$1.28M	3	0.03%	Increased
9	T. Rowe Price Associates Baltimore, Maryland	$272M	-$208M	2	0.04%	Reduced
10	AllianceBernstein Nashville, Tennessee	$267M	-$41.4M	2	0.1%	Reduced
11	KeyBank National Association Cleveland, Ohio	$262M	-$7.21M	1	1.17%	Reduced
12	Bank of Montreal Toronto, Ontario, Canada	$256M	+$584K	1	0.08%	Increased
13	ALPS Advisors Denver, Colorado	$240M	+$34.4M	1	1.89%	Increased
14	Fidelity International Hamilton, Bermuda	$228M	-$124M	1	0.24%	Reduced
15	Aristotle Capital Management Los Angeles, California	$220M	+$109M	1	0.43%	Increased
16	Bank of America Charlotte, North Carolina	$213M	+$29.1M	2	0.02%	Increased
17	JP Morgan Chase New York	$203M	-$32M	3	0.02%	Reduced
18	National Bank of Canada Montreal, Quebec, Canada	$176M	+$35.6M	1	0.28%	Increased
19	William Blair Investment Management Chicago, Illinois	$176M	-$35.1M	1	0.51%	Reduced
20	Bank of Nova Scotia Toronto, Ontario, Canada	$169M	-$27.4M	1	0.32%	Reduced
21	Ameriprise Minneapolis, Minnesota	$156M	-$15.1M	2	0.05%	Reduced
22	CIBC World Market Toronto, Ontario, Canada	$142M	-$2.66M	1	0.36%	Reduced
23	Driehaus Capital Management Chicago, Illinois	$138M	-$29.7M	1	1.66%	Reduced
24	PIM Platinum Investment Management Sydney Australia 2000, Australia	$133M	-$627K	1	5.39%	Reduced
25	Nuveen Charlotte, North Carolina	$130M	+$125M	2	0.04%	Increased