← 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	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$29.8M	-$1.63M	1	1.87%	Reduced
27	Norges Bank Oslo, Norway	$28.5M	+$1.95M	1	0.01%	Increased
28	Pinnacle Associates New York	$24.8M	-$467K	2	0.47%	Reduced
29	NIMC NWQ Investment Management Company Los Angeles, California	$23.9M	+$115K	1	0.31%	Increased
30	Susquehanna International Group Bala Cynwyd, Pennsylvania	$22.6M	+$9.96M	5	0.01%	Increased
31	Allianz Asset Management Munich, Germany	$19.8M	+$32.6K	1	0.02%	Increased
32	Dimensional Fund Advisors Austin, Texas	$19M	-$235K	1	0.01%	Reduced
33	Brandes Investment Partners La Jolla, California	$18.5M	-$2.4M	2	0.28%	Reduced
34	Swiss National Bank Zurich, Switzerland	$18.2M	-$6.9M	2	0.02%	Reduced
35	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$15.9M	-$4.62M	1	1.08%	Reduced
36	Goldman Sachs New York	$13.7M	-$2.44M	3	0%	Reduced
37	SJIC St. James Investment Company Southlake, Texas	$13.6M	+$14M	1	1.64%	New
38	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$12.7M	+$13.1M	6	0.24%	New
39	Bank of America Charlotte, North Carolina	$12.7M	+$1.4M	6	0%	Increased
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.4M	+$345K	1	0.02%	Increased
41	Invesco Atlanta, Georgia	$12.4M	+$1.85M	1	0%	Increased
42	GAI General American Investors New York	$11.8M	+$3.01M	1	1.15%	Increased
43	JP Morgan Chase New York	$11.7M	+$3.17M	4	0%	Increased
44	Bank of Nova Scotia Toronto, Ontario, Canada	$11.5M	+$1.88M	2	0.05%	Increased
45	Hillhouse Investment Management Grand Cayman, Cayman Islands	$11.4M	$0	1	0.22%	Maintained
46	Commerzbank Aktiengesellschaft Frankfurt, Germany	$10.7M	+$5.43M	5	0.16%	Increased
47	OWIM Old West Investment Management Los Angeles, California	$9.94M	+$3.61M	1	5.28%	Increased
48	Tocqueville Asset Management New York	$9.84M	-$36.8K	1	0.12%	Reduced
49	Wells Fargo San Francisco, California	$9.77M	+$7.21M	6	0%	Increased
50	MC Muhlenkamp & Co Wexford, Pennsylvania	$9.65M	+$3.65M	1	2.96%	Increased