← 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
Legal & General Group
Legal & General Group
United Kingdom
$21.5M -$13.7M 2 0.02% Reduced
27
Deutsche Bank
Deutsche Bank
Germany
$20M -$71.8M 6 0.01% Reduced
28
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18.3M -$2.2M 1 0.17% Reduced
29
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$18.2M +$2.35M 1 1.08% Increased
30
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.3M -$5.35K 3 0.01% Reduced
31
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$16.5M -$180K 1 0.01% Reduced
32
Swiss National Bank
Swiss National Bank
Switzerland
$16.3M +$71.3K 3 0.02% Increased
33
BlackRock
BlackRock
New York
$15M +$1.16M 4 0% Increased
34
Citigroup
Citigroup
New York
$14.4M +$3.59M 7 0.01% Increased
35
SJIC
St. James Investment Company
Texas
$13.4M +$1.31M 1 1.51% Increased
36
Goldman Sachs
Goldman Sachs
New York
$12.8M +$2.43M 4 0% Increased
37
Bank of America
Bank of America
North Carolina
$12.1M -$228K 7 0% Reduced
38
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$11.6M -$10.9M 5 0.04% Reduced
39
Allianz Asset Management
Allianz Asset Management
Germany
$11.4M +$611K 1 0.01% Increased
40
GAI
General American Investors
New York
$11M $0 1 1.05% Maintained
41
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.8M -$172K 2 0.05% Reduced
42
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$10.7M -$239K 1 0.02% Reduced
43
Invesco
Invesco
Georgia
$10.4M -$53.5K 2 0% Reduced
44
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$9.92M $0 1 0.16% Maintained
45
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.52M -$2.01M 7 0.15% Reduced
46
Tocqueville Asset Management
Tocqueville Asset Management
New York
$8.62M -$14.9K 1 0.1% Reduced
47
Aristotle Capital Management
Aristotle Capital Management
California
$8.5M -$109K 1 0.07% Reduced
48
MC
Muhlenkamp & Co
Pennsylvania
$8.37M -$55K 1 2.63% Reduced
49
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$8.24M +$832K 6 0.11% Increased
50
OWIM
Old West Investment Management
California
$8.13M -$320K 1 4.27% Reduced