← 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
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$43.5M +$43.1M 2 0.18% New
27
Norges Bank
Norges Bank
Norway
$43.2M +$43M 2 0.03% New
28
Russell Frank Company
Russell Frank Company
Washington
$41.1M +$40.7M 5 0.08% New
29
HGI
Hansberger Global Investors
Florida
$40.6M +$40M 1 8.96% New
30
Allianz Asset Management
Allianz Asset Management
Germany
$40.5M +$39.9M 1 0.06% New
31
Soros Fund Management
Soros Fund Management
New York
$38.7M +$38.1M 1 0.42% New
32
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$38.3M +$37.7M 1 0.19% New
33
Invesco
Invesco
Georgia
$36.1M +$35.7M 4 0.02% New
34
TAM
Taylor Asset Management
Ontario, Canada
$35.8M +$35.3M 1 5.01% New
35
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$33.2M +$32.8M 1 0.26% New
36
Legal & General Group
Legal & General Group
United Kingdom
$32.7M +$32.4M 1 0.05% New
37
JP Morgan Chase
JP Morgan Chase
New York
$27.4M +$26.9M 4 0.01% New
38
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$27.2M +$25.5M 1 0.68% New
39
Swiss National Bank
Swiss National Bank
Switzerland
$26.6M +$26.3M 2 0.12% New
40
HCM
Huber Capital Management
California
$25.6M +$26.3M 1 1.02% New
41
Tocqueville Asset Management
Tocqueville Asset Management
New York
$25.3M +$24.9M 1 0.34% New
42
GRP
Geologic Resource Partners
Massachusetts
$24.3M +$24M 1 13.79% New
43
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$23.9M +$23.6M 1 0.18% New
44
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$23.9M +$22.4M 1 0.23% New
45
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$22.1M +$21.8M 1 0.05% New
46
CC
CQS Cayman
Cayman Islands
$18.8M +$18.5M 4 2.74% New
47
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$17.1M +$16.9M 1 0.12% New
48
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$16.9M +$15.7M 4 0.01% New
49
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$15M +$15.1M 3 0.01% New
50
Morgan Stanley
Morgan Stanley
New York
$14.4M +$14.3M 5 0.01% New
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