← 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
PHAM
Pacific Heights Asset Management
California
$51.9M +$36.9M 1 1.54% Increased
27
Pinnacle Associates
Pinnacle Associates
New York
$51.4M -$1.17M 1 1% Reduced
28
Allianz Asset Management
Allianz Asset Management
Germany
$45.2M +$2.67M 1 0.06% Increased
29
HGI
Hansberger Global Investors
Florida
$43.7M +$5.47M 1 9.68% Increased
30
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$42.8M +$4.62M 2 0.18% Increased
31
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$41.2M +$2.4M 2 0.15% Increased
32
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$40.8M -$13.1M 1 0.34% Reduced
33
Capital Guardian Trust
Capital Guardian Trust
California
$35.9M -$14.4M 1 0.24% Reduced
34
Legal & General Group
Legal & General Group
United Kingdom
$33.5M +$263K 1 0.04% Increased
35
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$32.7M -$3.21M 1 0.2% Reduced
36
Morgan Stanley
Morgan Stanley
New York
$32.5M -$2.97M 7 0.01% Reduced
37
Tocqueville Asset Management
Tocqueville Asset Management
New York
$32.4M +$3.63M 1 0.44% Increased
38
HCM
Huber Capital Management
California
$31.8M +$466K 1 0.87% Increased
39
Russell Frank Company
Russell Frank Company
Washington
$29M -$626K 1 0.05% Reduced
40
JP Morgan Chase
JP Morgan Chase
New York
$27.8M +$247K 3 0.01% Increased
41
Swiss National Bank
Swiss National Bank
Switzerland
$26.9M -$129K 2 0.1% Reduced
42
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$26.6M -$770K 1 0.63% Reduced
43
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.6M +$1.52M 1 0.29% Increased
44
BlackRock Group
BlackRock Group
United Kingdom
$22.2M +$19.2M 1 0.01% Increased
45
TAM
Taylor Asset Management
Ontario, Canada
$21.9M -$9.76M 1 2.68% Reduced
46
Citigroup
Citigroup
New York
$21.4M +$11.8M 7 0.02% Increased
47
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$21.1M -$1.05M 1 0.04% Reduced
48
Credit Suisse
Credit Suisse
Switzerland
$20M +$18.7M 5 0.02% Increased
49
GRP
Geologic Resource Partners
Massachusetts
$19.8M $0 1 11.91% Maintained
50
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$18.7M -$284K 4 0.01% Reduced
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