← 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
$32.3M +$5.39M 2 0.12% Increased
27
TGI
Tradewinds Global Investors
California
$29M +$1.83M 1 1.7% Increased
28
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$28.4M -$5.69M 1 0.72% Reduced
29
PAS
Point72 Asia (Singapore)
Singapore
$25.9M +$26.9M 1 9.57% New
30
Citadel Advisors
Citadel Advisors
Florida
$24.9M +$15.3M 7 0.03% Increased
31
BlackRock Group
BlackRock Group
United Kingdom
$23.7M -$54.9K 1 0.01% Reduced
32
Morgan Stanley
Morgan Stanley
New York
$23.6M -$10.8M 7 0.01% Reduced
33
BCIM
Black Creek Investment Management
Ontario, Canada
$22.4M +$5.41M 1 2.28% Increased
34
Swiss National Bank
Swiss National Bank
Switzerland
$21.8M -$62.8K 2 0.05% Reduced
35
Legal & General Group
Legal & General Group
United Kingdom
$20M +$698K 2 0.02% Increased
36
Bank of America
Bank of America
North Carolina
$19.7M -$1.15M 6 0% Reduced
37
GAI
General American Investors
New York
$19.4M $0 1 1.78% Maintained
38
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.9M +$217K 4 0.02% Increased
39
D.E. Shaw & Co
D.E. Shaw & Co
New York
$17M +$5.82M 2 0.03% Increased
40
GC
GMT Capital
Georgia
$16.7M -$3.2M 1 0.43% Reduced
41
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$16.7M +$320K 1 0.01% Increased
42
Fidelity Investments
Fidelity Investments
Massachusetts
$16.5M +$1.29M 2 0% Increased
43
Deutsche Bank
Deutsche Bank
Germany
$15.1M +$8.15M 6 0.01% Increased
44
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$15.1M -$549K 1 0.01% Reduced
45
Northern Trust
Northern Trust
Illinois
$15.1M -$741K 3 0.01% Reduced
46
Addenda Capital
Addenda Capital
Quebec, Canada
$14.4M +$9.8M 1 1.36% Increased
47
Point72 Asset Management
Point72 Asset Management
Connecticut
$13.5M +$14M 1 0.11% New
48
Wells Fargo
Wells Fargo
California
$13.2M +$1.2M 6 0.01% Increased
49
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$13.1M +$478K 1 0.02% Increased
50
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$12.9M -$2.7M 2 0.07% Reduced