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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	$951M	+$35.1M	4	0.02%	Increased
2	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$815M	-$72.5M	4	1.74%	Reduced
3	Fidelity Investments Boston, Massachusetts	$611M	-$385M	4	0.04%	Reduced
4	AllianceBernstein Nashville, Tennessee	$579M	+$185M	2	0.21%	Increased
5	Capital World Investors Los Angeles, California	$548M	+$1.94M	1	0.09%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$401M	+$62.2M	4	0.08%	Increased
7	BlackRock New York	$386M	-$38.7M	4	0.01%	Reduced
8	Bank of America Charlotte, North Carolina	$370M	+$127M	4	0.03%	Increased
9	Fidelity International Hamilton, Bermuda	$357M	-$37.7M	1	0.34%	Reduced
10	Morgan Stanley New York	$327M	+$39.7M	6	0.02%	Increased
11	VanEck Associates New York	$269M	+$139M	4	0.35%	Increased
12	KeyBank National Association Cleveland, Ohio	$250M	+$301K	1	1%	Increased
13	Bank of Montreal Toronto, Ontario, Canada	$219M	+$18.7M	3	0.11%	Increased
14	JP Morgan Chase New York	$212M	+$6.98M	4	0.02%	Increased
15	DZ Bank Frankfurt Am Main, Germany	$206M	-$4.29M	1	0.23%	Reduced
16	ALPS Advisors Denver, Colorado	$189M	-$31.2M	1	1.1%	Reduced
17	Caledonia Investments (Australia) Sydney NSW, Australia	$186M	+$213M	1	3.04%	New
18	Aristotle Capital Management Los Angeles, California	$184M	+$103M	1	0.37%	Increased
19	CIBC Asset Management Toronto, Ontario, Canada	$183M	+$30.3M	1	0.61%	Increased
20	National Bank of Canada Montreal, Quebec, Canada	$178M	-$3.68M	3	0.19%	Reduced
21	Geode Capital Management Boston, Massachusetts	$173M	+$28.3M	4	0.01%	Increased
22	AGF Management Toronto, Ontario, Canada	$166M	+$30.3M	1	0.88%	Increased
23	Norges Bank Oslo, Norway	$162M	+$12.5M	1	0.02%	Increased
24	UBS Group Zurich, Switzerland	$153M	-$3.86M	6	0.03%	Reduced
25	Goldman Sachs New York	$149M	+$36.1M	6	0.02%	Increased