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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	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$2.29B	+$249M	4	3.11%	Increased
2	Vanguard Capital Management Malvern, Pennsylvania	$1.74B	+$2B	5	0.04%	New
3	BlackRock New York	$1.5B	+$118M	5	0.03%	Increased
4	Capital World Investors Los Angeles, California	$1.47B	-$30.1M	2	0.2%	Reduced
5	VanEck Associates New York	$1.33B	+$351M	4	1%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$1.05B	+$48.2M	7	0.18%	Increased
7	Fidelity Investments Boston, Massachusetts	$1.02B	-$674M	4	0.05%	Reduced
8	Fidelity International Hamilton, Bermuda	$967M	+$24M	1	0.75%	Increased
9	Bank of America Charlotte, North Carolina	$859M	-$18.6M	6	0.06%	Reduced
10	Morgan Stanley New York	$724M	+$49.5M	8	0.04%	Increased
11	Geode Capital Management Boston, Massachusetts	$682M	+$34.9M	8	0.04%	Increased
12	Bank of Montreal Toronto, Ontario, Canada	$681M	+$77.1M	5	0.25%	Increased
13	TD Asset Management Toronto, Ontario, Canada	$520M	+$47.2M	2	0.42%	Increased
14	KeyBank National Association Cleveland, Ohio	$483M	-$53.3M	1	1.76%	Reduced
15	Vanguard Fiduciary Trust Malvern, Pennsylvania	$476M	+$523M	5	0.12%	New
16	DZ Bank Frankfurt Am Main, Germany	$475M	-$70.3M	2	0.42%	Reduced
17	ALPS Advisors Denver, Colorado	$474M	+$47.1M	3	2.23%	Increased
18	Goldman Sachs New York	$467M	+$77.3M	8	0.05%	Increased
19	JP Morgan Chase New York	$450M	+$4.27M	7	0.03%	Increased
20	Vanguard Portfolio Management Malvern, Pennsylvania	$434M	+$623M	3	0.02%	New
21	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$415M	-$58M	2	0.96%	Reduced
22	CIBC World Market Toronto, Ontario, Canada	$407M	-$12.8M	3	0.67%	Reduced
23	CIBC Asset Management Toronto, Ontario, Canada	$393M	+$55.6M	3	0.96%	Increased
24	National Bank of Canada Montreal, Quebec, Canada	$378M	+$55.8M	5	0.34%	Increased
25	Hardman Johnston Global Advisors Stamford, Connecticut	$369M	+$380M	1	17.55%	Increased