← All themes Nuclear Energy

Uranium Mining & Enrichment

Uranium miners and enrichers supply reactor fuel, a market with few producers and long contracts. Restricted Russian supply has made Western enrichment capacity strategically valuable.

20 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
26
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
$400M +$27.2M 6 0.02% Increased
27
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$398M +$12.3M 11 0.31% Increased
28
National Bank of Canada
National Bank of Canada
Quebec, Canada
$376M +$35.8M 15 0.27% Increased
29
CIBC World Market
CIBC World Market
Ontario, Canada
$376M -$27.6M 10 0.6% Reduced
30
L1 Capital
L1 Capital
Australia
$356M +$699K 2 11.98% Increased
31
UBS Group
UBS Group
Switzerland
$338M +$15.9M 19 0.04% Increased
32
Amundi
Amundi
France
$336M +$52.1M 7 0.08% Increased
33
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$326M -$131M 3 0.62% Reduced
34
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$317M +$5.58M 17 0.02% Increased
35
Bank of New York Mellon
Bank of New York Mellon
New York
$308M +$39M 9 0.05% Increased
36
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$302M +$76.6M 6 0.3% Increased
37
Ameriprise
Ameriprise
Minnesota
$301M +$64.7M 6 0.06% Increased
38
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$299M -$119M 5 0.66% Reduced
39
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$294M -$56.7M 1 10.05% Reduced
40
Legal & General Group
Legal & General Group
United Kingdom
$283M -$4.45M 9 0.06% Reduced
41
Wellington Management Group
Wellington Management Group
Massachusetts
$279M +$14.5M 6 0.05% Increased
42
AGF Management
AGF Management
Ontario, Canada
$277M +$13.4M 3 1.08% Increased
43
AllianceBernstein
AllianceBernstein
Tennessee
$247M -$40.9M 9 0.08% Reduced
44
P3I
Progeny 3 Inc
Washington
$241M +$2.24M 1 12.44% Increased
45
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$233M +$15.3M 9 0.11% Increased
46
American Century Companies
American Century Companies
Missouri
$221M +$104M 9 0.1% Increased
47
1832 Asset Management
1832 Asset Management
Ontario, Canada
$220M +$104M 3 0.11% Increased
48
GRA
Goehring & Rozencwajg Associates
New York
$218M +$16.6M 8 12.52% Increased
49
D.E. Shaw & Co
D.E. Shaw & Co
New York
$214M +$19.7M 7 0.1% Increased
50
Victory Capital Management
Victory Capital Management
Texas
$196M -$17.4M 4 0.11% Reduced