← 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	JP Morgan Chase New York	$38.6M	+$5.77M	3	0.01%	Increased
27	BlackRock Group London, United Kingdom	$37.1M	+$7.14M	1	0.02%	Increased
28	KGI Kopernik Global Investors Tampa, Florida	$36M	+$23.6M	1	12.79%	Increased
29	Morgan Stanley New York	$34.6M	-$19.8M	7	0.01%	Reduced
30	Susquehanna International Group Bala Cynwyd, Pennsylvania	$33.9M	+$7.14M	5	0.01%	Increased
31	Massachusetts Financial Services Boston, Massachusetts	$33M	-$29.6M	1	0.02%	Reduced
32	Allianz Asset Management Munich, Germany	$30.9M	-$5.32M	1	0.04%	Reduced
33	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$30.8M	-$515K	1	0.19%	Reduced
34	Bank of Nova Scotia Toronto, Ontario, Canada	$30.5M	-$9.53M	2	0.12%	Reduced
35	Capital Guardian Trust Los Angeles, California	$30.4M	-$2.27M	1	0.21%	Reduced
36	Legal & General Group London, United Kingdom	$30.3M	+$273K	1	0.04%	Increased
37	Russell Frank Company Seattle, Washington	$29.6M	+$3.46M	2	0.05%	Increased
38	PHAM Pacific Heights Asset Management San Francisco, California	$29.4M	-$15.6M	1	1.07%	Reduced
39	DFO Duquesne Family Office New York	$28M	$0	1	2%	Maintained
40	HGI Hansberger Global Investors Ft Lauderdale, Florida	$27.7M	-$6.5M	1	7.82%	Reduced
41	Fiera Capital (Canada) Montreal, Quebec, Canada	$26.4M	-$6.62M	2	0.14%	Reduced
42	Tocqueville Asset Management New York	$25.6M	-$397K	2	0.25%	Reduced
43	Swiss National Bank Zurich, Switzerland	$24.6M	-$743K	2	0.09%	Reduced
44	HCM Huber Capital Management El Segundo, California	$23.8M	-$19.4M	1	0.61%	Reduced
45	1832 Asset Management Toronto, Ontario, Canada	$23.4M	-$16.2M	3	0.07%	Reduced
46	Teachers Advisors New York	$23M	+$1.83M	3	0.05%	Increased
47	TAM Taylor Asset Management Toronto, Ontario, Canada	$22.9M	+$1.15M	1	2.51%	Increased
48	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$21.5M	+$2.4M	1	0.23%	Increased
49	GAI General American Investors New York	$20.6M	+$5.21M	1	1.67%	Increased
50	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$20.4M	+$1.67M	1	0.14%	Increased