← 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 San Francisco, California	$51.5M	-$5.57M	1	1.77%	Reduced
27	I.G. Investment Management Winnipeg, Manitoba, Canada	$48.4M	+$2.16M	2	0.17%	Increased
28	HCM Huber Capital Management El Segundo, California	$48M	+$23.3M	2	1.26%	Increased
29	TGI Tradewinds Global Investors Los Angeles, California	$47.7M	-$31.6M	1	1.19%	Reduced
30	Bank of Nova Scotia Toronto, Ontario, Canada	$46.1M	-$1.07M	2	0.19%	Reduced
31	1832 Asset Management Toronto, Ontario, Canada	$45.8M	+$44.4M	4	0.16%	Increased
32	Allianz Asset Management Munich, Germany	$41.9M	-$7.67M	1	0.05%	Reduced
33	Bank of America Charlotte, North Carolina	$41.3M	+$32.3M	7	0.02%	Increased
34	HGI Hansberger Global Investors Ft Lauderdale, Florida	$39.5M	-$8.45M	1	9.45%	Reduced
35	JP Morgan Chase New York	$38.9M	+$7.3M	2	0.01%	Increased
36	Fiera Capital (Canada) Montreal, Quebec, Canada	$38.1M	-$6.94M	1	0.29%	Reduced
37	Capital Guardian Trust Los Angeles, California	$37.9M	-$1.64M	1	0.26%	Reduced
38	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$36.5M	+$366K	1	0.23%	Increased
39	BlackRock Group London, United Kingdom	$35.5M	+$10.7M	1	0.02%	Increased
40	Legal & General Group London, United Kingdom	$35.1M	-$1.97M	1	0.04%	Reduced
41	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$32.9M	+$14.9M	4	0.05%	Increased
42	DFO Duquesne Family Office New York	$32.7M	+$31.8M	1	3.69%	New
43	Susquehanna International Group Bala Cynwyd, Pennsylvania	$31.7M	+$12.5M	4	0.01%	Increased
44	Tocqueville Asset Management New York	$30.3M	-$5.24M	1	0.4%	Reduced
45	Swiss National Bank Zurich, Switzerland	$29.7M	-$117K	2	0.12%	Reduced
46	Russell Frank Company Seattle, Washington	$28.9M	-$2.91M	2	0.05%	Reduced
47	Northern Trust Chicago, Illinois	$26.6M	+$20.2M	4	0.01%	Increased
48	TAM Taylor Asset Management Toronto, Ontario, Canada	$25.5M	+$1.28M	1	2.9%	Increased
49	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$24.9M	-$4.94M	1	0.64%	Reduced
50	Teachers Advisors New York	$24.8M	+$23.8M	3	0.05%	Increased