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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	$2.31B	+$274M	4	0.04%	Increased
2	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$1.42B	-$155M	4	2.75%	Reduced
3	Fidelity Investments Boston, Massachusetts	$1.24B	+$97.3M	4	0.07%	Increased
4	BlackRock New York	$1.19B	+$261M	4	0.02%	Increased
5	Fidelity International Hamilton, Bermuda	$1.01B	+$261M	1	0.86%	Increased
6	Capital World Investors Los Angeles, California	$995M	+$5.09M	1	0.14%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$812M	+$57.3M	4	0.15%	Increased
8	Bank of America Charlotte, North Carolina	$637M	-$39M	4	0.05%	Reduced
9	VanEck Associates New York	$582M	+$7.67M	4	0.66%	Increased
10	Morgan Stanley New York	$551M	-$74.1M	6	0.04%	Reduced
11	DZ Bank Frankfurt Am Main, Germany	$525M	+$111M	1	0.52%	Increased
12	Geode Capital Management Boston, Massachusetts	$503M	+$105M	5	0.04%	Increased
13	AllianceBernstein Nashville, Tennessee	$468M	-$416M	4	0.15%	Reduced
14	JP Morgan Chase New York	$436M	+$28.6M	5	0.03%	Increased
15	Caledonia Investments (Australia) Sydney NSW, Australia	$416M	+$57.1M	1	6.61%	Increased
16	KeyBank National Association Cleveland, Ohio	$411M	-$28.7M	1	1.53%	Reduced
17	UBS Group Zurich, Switzerland	$375M	+$26.3M	5	0.06%	Increased
18	Bank of Montreal Toronto, Ontario, Canada	$350M	-$33.3M	3	0.16%	Reduced
19	D.E. Shaw & Co New York	$350M	+$131M	6	0.25%	Increased
20	Norges Bank Oslo, Norway	$342M	+$35.3M	1	0.04%	Increased
21	National Bank of Canada Montreal, Quebec, Canada	$335M	+$9.43M	4	0.32%	Increased
22	CIBC Asset Management Toronto, Ontario, Canada	$329M	-$551K	2	1.02%	Reduced
23	ALPS Advisors Denver, Colorado	$320M	-$14.4M	2	1.85%	Reduced
24	Goldman Sachs New York	$320M	+$33.5M	6	0.04%	Increased
25	William Blair Investment Management Chicago, Illinois	$287M	+$27M	1	0.76%	Increased