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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	$2.77B	+$200M	5	0.04%	Increased
2	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$2.06B	+$254M	4	3.08%	Increased
3	BlackRock New York	$1.71B	+$812M	5	0.03%	Increased
4	Fidelity Investments Boston, Massachusetts	$1.4B	-$198M	5	0.07%	Reduced
5	Capital World Investors Los Angeles, California	$1.28B	+$6.51M	2	0.17%	Increased
6	VanEck Associates New York	$1.1B	+$333M	4	0.91%	Increased
7	Royal Bank of Canada Toronto, Ontario, Canada	$856M	-$93.3M	6	0.14%	Reduced
8	Fidelity International Hamilton, Bermuda	$795M	-$189M	1	0.6%	Reduced
9	Bank of America Charlotte, North Carolina	$766M	+$20.7M	6	0.06%	Increased
10	Morgan Stanley New York	$676M	+$53.6M	7	0.04%	Increased
11	Geode Capital Management Boston, Massachusetts	$661M	+$71.4M	7	0.04%	Increased
12	Bank of Montreal Toronto, Ontario, Canada	$530M	+$74.4M	3	0.18%	Increased
13	Norges Bank Oslo, Norway	$517M	+$551M	2	0.06%	New
14	Caledonia Investments (Australia) Sydney NSW, Australia	$497M	-$8.15M	1	9.53%	Reduced
15	DZ Bank Frankfurt Am Main, Germany	$456M	-$78.2M	1	0.39%	Reduced
16	KeyBank National Association Cleveland, Ohio	$449M	-$13M	1	1.61%	Reduced
17	JP Morgan Chase New York	$410M	-$117M	6	0.03%	Reduced
18	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$403M	+$15.2M	3	1.06%	Increased
19	TD Asset Management Toronto, Ontario, Canada	$402M	-$20.4M	2	0.32%	Reduced
20	Goldman Sachs New York	$375M	+$123M	6	0.05%	Increased
21	ALPS Advisors Denver, Colorado	$363M	+$5.58M	3	2.11%	Increased
22	CIBC World Market Toronto, Ontario, Canada	$354M	+$52.2M	2	0.57%	Increased
23	CIBC Asset Management Toronto, Ontario, Canada	$288M	+$2.6M	3	0.7%	Increased
24	State Street Boston, Massachusetts	$285M	+$80.5M	5	0.01%	Increased
25	National Bank of Canada Montreal, Quebec, Canada	$285M	-$85.4M	5	0.26%	Reduced