← 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
$30.7M +$1.65M 1 1.24% Increased
27
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$26.6M -$20.6M 1 0.45% Reduced
28
BlackRock Group
BlackRock Group
United Kingdom
$26M -$729K 1 0.01% Reduced
29
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$25.4M +$756K 2 0.11% Increased
30
Russell Frank Company
Russell Frank Company
Washington
$23.9M +$7.49M 2 0.04% Increased
31
Global X Management Company
Global X Management Company
New York
$22.5M -$423K 3 1.28% Reduced
32
Swiss National Bank
Swiss National Bank
Switzerland
$21.2M +$4.27M 2 0.06% Increased
33
Legal & General Group
Legal & General Group
United Kingdom
$20.8M +$210K 1 0.02% Increased
34
GAI
General American Investors
New York
$19.1M +$2.1M 1 1.57% Increased
35
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$18.3M -$1.47M 1 0.01% Reduced
36
Fidelity Investments
Fidelity Investments
Massachusetts
$17.6M -$6.21M 1 0% Reduced
37
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.5M -$2.16M 1 0.13% Reduced
38
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$16.6M -$13.1M 1 0.18% Reduced
39
Northern Trust
Northern Trust
Illinois
$15.2M +$580K 2 0% Increased
40
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$14.9M -$7.62M 5 0.01% Reduced
41
GC
GMT Capital
Georgia
$14.8M +$15.9M 1 0.36% New
42
D.E. Shaw & Co
D.E. Shaw & Co
New York
$14.6M +$13.3M 2 0.02% Increased
43
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$14.3M $0 1 0.26% Maintained
44
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$13.8M +$1.54M 1 0.03% Increased
45
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$13.8M +$744K 2 0.01% Increased
46
Allianz Asset Management
Allianz Asset Management
Germany
$13.6M -$10.1M 1 0.02% Reduced
47
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$13.1M -$5.33M 2 0.05% Reduced
48
HCM
Huber Capital Management
California
$13M -$918K 1 0.41% Reduced
49
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13M -$2.79M 1 0.11% Reduced
50
Credit Suisse
Credit Suisse
Switzerland
$11.6M +$45.6K 2 0.01% Increased