← 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
$26.6M -$885K 1 1.73% Reduced
27
Swiss National Bank
Swiss National Bank
Switzerland
$24.9M +$1.05M 2 0.04% Increased
28
Morgan Stanley
Morgan Stanley
New York
$24.2M -$2.86M 7 0.01% Reduced
29
BCIM
Black Creek Investment Management
Ontario, Canada
$22.6M +$1.02M 1 1.93% Increased
30
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$21.5M -$4.78M 1 0.54% Reduced
31
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$20.4M +$3.18M 1 0.01% Increased
32
Wells Fargo
Wells Fargo
California
$19.4M +$4.45M 6 0.01% Increased
33
Legal & General Group
Legal & General Group
United Kingdom
$18.7M +$793K 1 0.02% Increased
34
BlackRock Group
BlackRock Group
United Kingdom
$18.3M -$1.57M 1 0.01% Reduced
35
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.9M +$2.2M 3 0.03% Increased
36
GAI
General American Investors
New York
$17.3M $0 1 1.8% Maintained
37
Tocqueville Asset Management
Tocqueville Asset Management
New York
$15.2M +$60.2K 1 0.18% Increased
38
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$14.7M +$122K 2 0.06% Increased
39
Deutsche Bank
Deutsche Bank
Germany
$14.2M +$3.61M 6 0.01% Increased
40
Goldman Sachs
Goldman Sachs
New York
$13.7M -$3.24M 5 0% Reduced
41
Bank of America
Bank of America
North Carolina
$13.6M -$55.6K 7 0% Reduced
42
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$13.4M +$106K 1 0.01% Increased
43
Fidelity Investments
Fidelity Investments
Massachusetts
$13.3M -$1.79M 1 0% Reduced
44
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$12.4M +$28.9K 1 0.02% Increased
45
Northern Trust
Northern Trust
Illinois
$12.1M -$1.44M 2 0% Reduced
46
D.E. Shaw & Co
D.E. Shaw & Co
New York
$11.5M -$4.45M 2 0.02% Reduced
47
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$11.3M $0 1 0.28% Maintained
48
Credit Suisse
Credit Suisse
Switzerland
$10.2M +$1.3M 4 0.01% Increased
49
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.63M -$1.63M 5 0.01% Reduced
50
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$9.32M -$291K 1 0.02% Reduced