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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
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$27.3M -$33K 1 0.46% Reduced
27
BlackRock Group
BlackRock Group
United Kingdom
$27.1M +$424K 1 0.01% Increased
28
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$23.7M -$2.41M 2 0.12% Reduced
29
Morgan Stanley
Morgan Stanley
New York
$23.4M -$12.8M 7 0.01% Reduced
30
Swiss National Bank
Swiss National Bank
Switzerland
$23.1M +$1.24M 2 0.06% Increased
31
GC
GMT Capital
Georgia
$22.9M +$8.51M 1 0.6% Increased
32
GAI
General American Investors
New York
$21.7M +$2.37M 1 1.79% Increased
33
Legal & General Group
Legal & General Group
United Kingdom
$21.5M +$139K 2 0.03% Increased
34
Millennium Management
Millennium Management
New York
$19.2M -$17.2M 1 0.04% Reduced
35
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$18.6M +$4.38M 7 0.01% Increased
36
UBS Group
UBS Group
Switzerland
$18.5M +$7.82M 7 0.01% Increased
37
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$18.3M -$512K 1 0.01% Reduced
38
Fidelity Investments
Fidelity Investments
Massachusetts
$17.6M -$545K 2 0% Reduced
39
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.1M -$936K 1 0.12% Reduced
40
Allianz Asset Management
Allianz Asset Management
Germany
$17.1M -$68.2K 1 0.02% Reduced
41
Northern Trust
Northern Trust
Illinois
$16M +$488K 3 0% Increased
42
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$15.9M +$10M 3 0% Increased
43
Adage Capital Partners
Adage Capital Partners
Massachusetts
$15.7M +$17.4M 1 0.04% New
44
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$15.1M +$964K 1 0.03% Increased
45
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$14.6M $0 1 0.23% Maintained
46
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$14M -$121K 2 0.01% Reduced
47
Scotia Capital
Scotia Capital
Ontario, Canada
$13.7M +$8.96M 2 0.27% Increased
48
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$13.5M +$482K 2 0.05% Increased
49
BM
Bridger Management
New York
$11.6M $0 1 0.37% Maintained
50
AQR Capital Management
AQR Capital Management
Connecticut
$11.4M +$12M 1 0.02% Increased