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Themes Management Co’s Cameco CCJ Stock Holding History

Themes Management Co’s Portfolio CCJ Stock Details CCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23,937
Closed -$2.6M – 129
2026
Q1 		$2.6M Buy
23,937
+3,988
+20% +$456K 1.61% 11
2025
Q4 		$1.83M Buy
+19,949
New +$1.8M 1.37% 16

Other funds holding CCJ

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Themes Management Co's CCJ Position: Q2 2026 in Review

Themes Management Co sold out of Cameco (CCJ) in Q2 2026, closing a stake of 23,937 shares — an estimated $2.6M sold.

Themes Management Co first reported a position in CCJ in Q4 2025 and held it in 2 quarters. The position peaked at $2.6M in Q1 2026. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Themes Management Co reported no remaining Cameco position as of Q2 2026 after selling out during the quarter.
  • Themes Management Co sold 23,937 Cameco shares in Q2 2026, an estimated $2.6M.
  • Themes Management Co first reported a position in Cameco in Q4 2025 and held it in 2 quarters.
  • Themes Management Co's Cameco position peaked at $2.6M in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.