← 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
TGI
Tradewinds Global Investors
California
$37.4M +$1.09M 1 1.38% Increased
27
JP Morgan Chase
JP Morgan Chase
New York
$36.4M +$1.63M 3 0.01% Increased
28
BlackRock Group
BlackRock Group
United Kingdom
$34.8M +$1.48M 1 0.02% Increased
29
Fidelity Investments
Fidelity Investments
Massachusetts
$33.9M -$10.9M 2 0% Reduced
30
Allianz Asset Management
Allianz Asset Management
Germany
$31.3M +$3.84M 1 0.04% Increased
31
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$31M +$3.9M 2 0.13% Increased
32
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$30.2M +$13.2M 5 0.01% Increased
33
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$29.2M -$595K 1 0.02% Reduced
34
Point72 Asset Management
Point72 Asset Management
Connecticut
$27.7M +$30.7M 1 0.21% New
35
Capital Guardian Trust
Capital Guardian Trust
California
$27.6M +$347K 1 0.2% Increased
36
Legal & General Group
Legal & General Group
United Kingdom
$27.1M -$142K 1 0.03% Reduced
37
PHAM
Pacific Heights Asset Management
California
$26.5M $0 1 1.06% Maintained
38
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26M +$5.7M 1 0.27% Increased
39
DFO
Duquesne Family Office
New York
$25.2M $0 1 3.09% Maintained
40
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.3M -$3.81M 1 0.16% Reduced
41
Russell Frank Company
Russell Frank Company
Washington
$24M -$1.36M 2 0.04% Reduced
42
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$23.5M -$16.5M 2 0.08% Reduced
43
GAI
General American Investors
New York
$21.8M +$3.56M 1 1.73% Increased
44
Swiss National Bank
Swiss National Bank
Switzerland
$21.4M -$957K 2 0.08% Reduced
45
UBS
UBS
Switzerland
$21M +$11.3M 7 0.02% Increased
46
Global X Management Company
Global X Management Company
New York
$21M +$5.74M 3 1.15% Increased
47
Teachers Advisors
Teachers Advisors
New York
$20.4M -$303K 1 0.04% Reduced
48
Northern Trust
Northern Trust
Illinois
$18.2M +$12.8M 2 0.01% Increased
49
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$18.1M +$20.1M 1 2.22% New
50
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$16.7M -$60.9K 1 0.03% Reduced