← 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
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$33.9M -$12.5M 1 0.36% Reduced
27
Morgan Stanley
Morgan Stanley
New York
$31.9M -$2.75M 7 0.01% Reduced
28
BlackRock Group
BlackRock Group
United Kingdom
$31.4M -$910K 1 0.02% Reduced
29
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$30.4M +$4.73M 1 0.32% Increased
30
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$29.1M +$293K 2 0.11% Increased
31
Fidelity Investments
Fidelity Investments
Massachusetts
$27.5M -$1.79M 2 0% Reduced
32
Allianz Asset Management
Allianz Asset Management
Germany
$27.2M -$1.99M 1 0.03% Reduced
33
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$25.3M -$975K 6 0.01% Reduced
34
Capital Guardian Trust
Capital Guardian Trust
California
$25M -$695K 1 0.17% Reduced
35
Deutsche Bank
Deutsche Bank
Germany
$24.6M +$15.1M 7 0.02% Increased
36
Legal & General Group
Legal & General Group
United Kingdom
$24.3M -$972K 1 0.03% Reduced
37
Global X Management Company
Global X Management Company
New York
$24.1M +$725K 3 1.34% Increased
38
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$23.2M -$4.09M 1 0.01% Reduced
39
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23M +$426K 1 0.15% Increased
40
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$21.5M -$2.11K 2 0.08% Reduced
41
Swiss National Bank
Swiss National Bank
Switzerland
$20.5M +$683K 2 0.08% Increased
42
GAI
General American Investors
New York
$20.2M $0 1 1.62% Maintained
43
Russell Frank Company
Russell Frank Company
Washington
$19.9M -$2.39M 2 0.03% Reduced
44
UBS Group
UBS Group
Switzerland
$19.2M +$20.1M 7 0.01% New
45
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.4M +$3.49M 1 0.15% Increased
46
HGI
Hansberger Growth Investors
Wisconsin
$18.4M +$19.2M 1 5.69% New
47
Northern Trust
Northern Trust
Illinois
$17.3M +$263K 2 0.01% Increased
48
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$16.8M $0 1 0.38% Maintained
49
HCM
Huber Capital Management
California
$16.4M +$6.98M 1 0.51% Increased
50
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$15.4M +$2.73M 3 0.01% Increased