← 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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$31.7M	-$3.54M	2	0.39%	Reduced
27	Morgan Stanley New York	$31.3M	+$6.32M	7	0.01%	Increased
28	Anchor Capital Advisors Boston, Massachusetts	$30.3M	+$713K	1	0.73%	Increased
29	Swiss National Bank Zurich, Switzerland	$27M	+$4.91M	2	0.05%	Increased
30	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$25.5M	+$1.85M	1	2.25%	Increased
31	BlackRock Group London, United Kingdom	$23.2M	-$1.39M	1	0.01%	Reduced
32	Legal & General Group London, United Kingdom	$21.2M	+$156K	1	0.02%	Increased
33	Dimensional Fund Advisors Austin, Texas	$20.4M	+$2.85M	1	0.01%	Increased
34	GAI General American Investors New York	$20.2M	$0	1	2.09%	Maintained
35	Goldman Sachs New York	$19.5M	+$5.76M	5	0.01%	Increased
36	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$18.9M	-$1.08M	3	0.02%	Reduced
37	D.E. Shaw & Co New York	$18.3M	+$524K	2	0.03%	Increased
38	Wells Fargo San Francisco, California	$17.8M	+$3.8M	6	0.01%	Increased
39	Tocqueville Asset Management New York	$17.7M	+$10M	1	0.23%	Increased
40	Fidelity Investments Boston, Massachusetts	$17.3M	+$123K	2	0%	Increased
41	I.G. Investment Management Winnipeg, Manitoba, Canada	$16.7M	+$3.1M	2	0.07%	Increased
42	Millennium Management New York	$16.7M	+$9.68M	1	0.04%	Increased
43	Bank of America Charlotte, North Carolina	$15.9M	-$4.24M	7	0%	Reduced
44	Massachusetts Financial Services Boston, Massachusetts	$15.6M	-$121K	1	0.01%	Reduced
45	Northern Trust Chicago, Illinois	$14.8M	+$387K	3	0.01%	Increased
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$14.5M	+$579K	1	0.03%	Increased
47	Hillhouse Investment Management Grand Cayman, Cayman Islands	$13.2M	$0	1	0.29%	Maintained
48	Susquehanna International Group Bala Cynwyd, Pennsylvania	$13.1M	-$260K	6	0.01%	Reduced
49	JP Morgan Chase New York	$12.8M	+$5.6M	6	0%	Increased
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$12.6M	-$2.83M	6	0.01%	Reduced