← 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
$23.9M -$2.05M 1 0.48% Reduced
27
Swiss National Bank
Swiss National Bank
Switzerland
$23.5M -$120K 2 0.04% Reduced
28
NIMC
NWQ Investment Management Company
California
$22.4M +$3.15M 1 0.3% Increased
29
Brandes Investment Partners
Brandes Investment Partners
California
$19.7M +$17M 1 0.3% New
30
AQR Capital Management
AQR Capital Management
Connecticut
$19.6M -$23.9M 1 0.03% Reduced
31
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$19.3M +$6.44M 1 1.31% Increased
32
Allianz Asset Management
Allianz Asset Management
Germany
$18.8M -$32.4M 1 0.02% Reduced
33
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$18.2M -$134K 1 0.01% Reduced
34
Two Sigma Investments
Two Sigma Investments
New York
$16.2M +$13.9M 1 0.06% New
35
UBS Group
UBS Group
Switzerland
$15.2M +$2.92M 6 0.01% Increased
36
Goldman Sachs
Goldman Sachs
New York
$15.2M +$10.4M 5 0% Increased
37
Deutsche Bank
Deutsche Bank
Germany
$13.5M -$1.6M 5 0.01% Reduced
38
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.5M -$851K 3 0.01% Reduced
39
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$12.1M -$231K 1 0.01% Reduced
40
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$11.4M -$99.8K 1 0.02% Reduced
41
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$10.7M $0 1 0.24% Maintained
42
Bank of America
Bank of America
North Carolina
$10.6M +$836K 7 0% Increased
43
H
Hexavest
Quebec, Canada
$10.4M +$3.44M 1 0.14% Increased
44
Invesco
Invesco
Georgia
$10.1M +$1.87M 1 0% Increased
45
Tocqueville Asset Management
Tocqueville Asset Management
New York
$9.34M -$5.22M 1 0.12% Reduced
46
FRM
Foundation Resource Management
Arkansas
$9.18M +$60.8K 1 1.55% Increased
47
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$9.16M +$680K 2 0.05% Increased
48
GAI
General American Investors
New York
$8.38M -$6.07M 1 0.85% Reduced
49
SEI Investments
SEI Investments
Pennsylvania
$8.02M +$6.79M 1 0.04% Increased
50
Aristotle Capital Management
Aristotle Capital Management
California
$7.84M -$414K 1 0.07% Reduced