← 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	Brandes Investment Partners La Jolla, California	$20.9M	+$6.15M	1	0.33%	Increased
27	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$20.5M	-$7.93M	1	0.19%	Reduced
28	NIMC NWQ Investment Management Company Los Angeles, California	$19M	-$555K	1	0.26%	Reduced
29	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$18.1M	-$7.42M	2	0.18%	Reduced
30	Norges Bank Oslo, Norway	$18M	-$5.98M	1	0.01%	Reduced
31	Susquehanna International Group Bala Cynwyd, Pennsylvania	$16.5M	-$2.04M	2	0.01%	Reduced
32	Dimensional Fund Advisors Austin, Texas	$15.7M	+$25.4K	1	0.01%	Increased
33	BlackRock New York	$15.5M	+$7.54M	4	0%	Increased
34	Swiss National Bank Zurich, Switzerland	$15.3M	+$311K	3	0.02%	Increased
35	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$15M	+$2.13M	1	1.02%	Increased
36	Schroder Investment Management Group London, United Kingdom	$14.7M	+$7.33M	1	0.03%	Increased
37	Credit Suisse Zurich, Switzerland	$11.9M	+$7.86M	4	0.01%	Increased
38	Bank of America Charlotte, North Carolina	$11.6M	+$1.32M	7	0%	Increased
39	SJIC St. James Investment Company Southlake, Texas	$11.4M	+$294K	1	1.41%	Increased
40	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$10.8M	+$498K	7	0.18%	Increased
41	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$10.5M	+$4.82M	2	0.09%	Increased
42	GAI General American Investors New York	$10.4M	+$756K	1	1.05%	Increased
43	Citigroup New York	$10.4M	+$5.05M	6	0.01%	Increased
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$10.3M	+$61.5K	1	0.02%	Increased
45	Allianz Asset Management Munich, Germany	$10.2M	-$6.69M	1	0.01%	Reduced
46	Bank of Nova Scotia Toronto, Ontario, Canada	$9.93M	+$449K	3	0.05%	Increased
47	Goldman Sachs New York	$9.84M	-$1.6M	2	0%	Reduced
48	Invesco Atlanta, Georgia	$9.82M	-$435K	2	0%	Reduced
49	Hillhouse Investment Management Grand Cayman, Cayman Islands	$9.33M	$0	1	0.14%	Maintained
50	JP Morgan Chase New York	$8.81M	-$2.85M	4	0%	Reduced