← 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
Pinnacle Associates
Pinnacle Associates
New York
$21.5M -$619K 1 0.43% Reduced
27
Wellington Management Group
Wellington Management Group
Massachusetts
$21.4M -$68.4M 1 0.01% Reduced
28
Swiss National Bank
Swiss National Bank
Switzerland
$19.4M -$134K 2 0.03% Reduced
29
Canada Life
Canada Life
Manitoba, Canada
$16.8M -$6.76M 2 0.05% Reduced
30
NIMC
NWQ Investment Management Company
California
$15.3M +$17.2M 1 0.22% New
31
Legal & General Group
Legal & General Group
United Kingdom
$15.1M +$569K 1 0.02% Increased
32
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$15M -$1M 1 0.01% Reduced
33
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.1M +$178K 3 0.02% Increased
34
BlackRock Group
BlackRock Group
United Kingdom
$13.2M -$1.25M 1 0.01% Reduced
35
GAI
General American Investors
New York
$12.6M -$962K 1 1.29% Reduced
36
Tocqueville Asset Management
Tocqueville Asset Management
New York
$12.6M +$813K 1 0.15% Increased
37
Deutsche Bank
Deutsche Bank
Germany
$12.5M +$1.59M 5 0.01% Increased
38
Renaissance Technologies
Renaissance Technologies
New York
$12.4M +$10.4M 2 0.02% Increased
39
JP Morgan Chase
JP Morgan Chase
New York
$12.1M -$678K 4 0% Reduced
40
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$11.8M +$252K 2 0.05% Increased
41
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.7M +$2.98M 5 0.01% Increased
42
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$10.1M -$429K 1 0% Reduced
43
UBS Group
UBS Group
Switzerland
$9.81M +$6.41M 7 0.01% Increased
44
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$9.63M +$4.27M 1 0.64% Increased
45
Northern Trust
Northern Trust
Illinois
$9.6M +$27.2K 2 0% Increased
46
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$9.44M -$281K 1 0.02% Reduced
47
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$8.78M $0 1 0.18% Maintained
48
Bank of America
Bank of America
North Carolina
$7.95M -$3.03M 6 0% Reduced
49
FRM
Foundation Resource Management
Arkansas
$7.45M +$8.37M 1 1.33% New
50
Citigroup
Citigroup
New York
$7.35M +$2.72M 4 0.01% Increased