← 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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$36.4M -$8.95M 1 0.02% Reduced
27
HCM
Huber Capital Management
California
$35.2M +$3.07M 1 1.22% Increased
28
Soros Fund Management
Soros Fund Management
New York
$33.9M $0 1 0.37% Maintained
29
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$33.8M -$5.06M 2 0.13% Reduced
30
HGI
Hansberger Global Investors
Florida
$32.9M -$2.87M 1 6.31% Reduced
31
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$32.9M -$630K 1 0.17% Reduced
32
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$31.5M +$2.57M 1 0.19% Increased
33
Morgan Stanley
Morgan Stanley
New York
$31.4M +$20.7M 4 0.01% Increased
34
Legal & General Group
Legal & General Group
United Kingdom
$29M +$274K 1 0.04% Increased
35
TAM
Taylor Asset Management
Ontario, Canada
$28.1M -$3.56M 1 3.65% Reduced
36
Invesco
Invesco
Georgia
$27.3M -$4.96M 4 0.01% Reduced
37
Russell Frank Company
Russell Frank Company
Washington
$25.7M -$11.8M 4 0.05% Reduced
38
Tocqueville Asset Management
Tocqueville Asset Management
New York
$24.8M +$2.93M 1 0.31% Increased
39
JP Morgan Chase
JP Morgan Chase
New York
$23.9M -$70.6K 4 0.01% Reduced
40
Swiss National Bank
Swiss National Bank
Switzerland
$23.5M +$231K 2 0.1% Increased
41
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$23.1M -$162K 1 0.56% Reduced
42
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$19.7M -$1.47M 1 0.15% Reduced
43
Global X Management Company
Global X Management Company
New York
$19.6M +$5.45M 3 2.31% Increased
44
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$19.3M -$96.3K 1 0.04% Reduced
45
PHAM
Pacific Heights Asset Management
California
$18.9M -$58.2M 1 0.51% Reduced
46
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.6M -$2.03M 1 0.17% Reduced
47
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$17.7M +$1.45M 4 0.01% Increased
48
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.6M +$19M 1 0.23% New
49
GRP
Geologic Resource Partners
Massachusetts
$17.3M -$4.45M 1 10.21% Reduced
50
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$14.9M -$66.5K 2 0.1% Reduced