← 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
Deutsche Bank
Deutsche Bank
Germany
$19.4M -$10.2M 6 0.01% Reduced
27
CBOA
Commonwealth Bank of Australia
Australia
$19.1M -$1.92M 1 0.21% Reduced
28
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$16.9M +$166K 1 1.08% Increased
29
Brandes Investment Partners
Brandes Investment Partners
California
$16.6M +$1.48M 1 0.35% Increased
30
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.4M -$1.17M 1 0.15% Reduced
31
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$16.1M +$1.2M 1 0.01% Increased
32
Bank of America
Bank of America
North Carolina
$15.9M +$5.18M 7 0% Increased
33
SJIC
St. James Investment Company
Texas
$15.9M +$4.18M 1 1.92% Increased
34
Allianz Asset Management
Allianz Asset Management
Germany
$14.2M +$3.6M 1 0.01% Increased
35
Swiss National Bank
Swiss National Bank
Switzerland
$14M -$802K 2 0.02% Reduced
36
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2M +$3.55M 7 0.21% Increased
37
BlackRock
BlackRock
New York
$13M -$48.5K 5 0% Reduced
38
1832 Asset Management
1832 Asset Management
Ontario, Canada
$11.4M -$5.19M 2 0.04% Reduced
39
KeyBank National Association
KeyBank National Association
Ohio
$11.4M +$7.24M 1 0.07% Increased
40
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$11.1M -$6.65M 6 0% Reduced
41
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$10.8M -$854K 3 0.06% Reduced
42
Citadel Advisors
Citadel Advisors
Florida
$10.8M -$4.6M 6 0.01% Reduced
43
Natixis Advisors
Natixis Advisors
Massachusetts
$10.7M +$10M 1 0.11% Increased
44
BCM
Bienville Capital Management
New York
$10.6M +$7.86M 7 1.64% Increased
45
GAI
General American Investors
New York
$10.3M +$1.85M 1 0.97% Increased
46
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$10M +$37.1K 1 0.01% Increased
47
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$9.7M +$372K 6 0.1% Increased
48
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$9.15M -$2.11M 5 0.02% Reduced
49
Aristotle Capital Management
Aristotle Capital Management
California
$9.06M +$3.2M 1 0.06% Increased
50
OWIM
Old West Investment Management
California
$8.85M +$804K 2 5.1% Increased