← 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
Canada Life
Canada Life
Manitoba, Canada
$26.6M -$5.59M 2 0.1% Reduced
27
CBOA
Commonwealth Bank of Australia
Australia
$26.1M +$29.1M 2 0.33% Increased
28
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$23.8M +$755K 1 0.45% Increased
29
BlackRock Group
BlackRock Group
United Kingdom
$23.4M +$405K 1 0.01% Increased
30
GC
GMT Capital
Georgia
$22.1M $0 1 0.56% Maintained
31
Swiss National Bank
Swiss National Bank
Switzerland
$21.5M +$2.34M 2 0.06% Increased
32
Bank of America
Bank of America
North Carolina
$20.5M +$14.4M 7 0.01% Increased
33
KL
KGH Ltd
Bahamas
$19.5M +$9.51M 1 1.57% Increased
34
GAI
General American Investors
New York
$19.1M +$676K 1 1.73% Increased
35
Legal & General Group
Legal & General Group
United Kingdom
$19.1M +$1.03M 2 0.02% Increased
36
Millennium Management
Millennium Management
New York
$18.6M +$2.52M 2 0.04% Increased
37
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.5M +$16.4M 4 0.02% Increased
38
BCIM
Black Creek Investment Management
Ontario, Canada
$17M +$19M 1 2.24% New
39
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$16.2M +$4.77M 2 0.01% Increased
40
Northern Trust
Northern Trust
Illinois
$15.5M +$2.42M 3 0.01% Increased
41
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$15.4M -$241K 1 0.01% Reduced
42
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$15.3M -$5.22M 2 0.08% Reduced
43
Fidelity Investments
Fidelity Investments
Massachusetts
$15.1M +$91.2K 1 0% Increased
44
AQR Capital Management
AQR Capital Management
Connecticut
$14.6M +$5.48M 1 0.03% Increased
45
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.1M -$1.5M 1 0.12% Reduced
46
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$12.7M -$139K 1 0.02% Reduced
47
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$12.5M $0 1 0.25% Maintained
48
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12M -$3.84M 5 0.01% Reduced
49
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$11.9M +$287K 3 0% Increased
50
Wells Fargo
Wells Fargo
California
$11.9M +$6.33M 6 0.01% Increased