← 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
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$23.5M +$11.8M 4 0.05% Increased
27
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$19.9M -$39.2K 1 0.01% Reduced
28
Citigroup
Citigroup
New York
$18.9M -$6.53M 7 0.02% Reduced
29
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.6M -$6.34M 5 0.02% Reduced
30
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$18.3M -$21.9M 1 0.17% Reduced
31
Natixis Advisors
Natixis Advisors
Massachusetts
$17.6M +$4.31M 1 0.17% Increased
32
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$17.4M -$3.45M 1 1.09% Reduced
33
Swiss National Bank
Swiss National Bank
Switzerland
$17.1M $0 2 0.02% Maintained
34
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.7M +$595K 7 0.25% Increased
35
Bank of America
Bank of America
North Carolina
$16.7M -$2.71M 7 0% Reduced
36
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.7M -$2.99M 1 0.14% Reduced
37
UBS Group
UBS Group
Switzerland
$16.6M +$9.15M 8 0.01% Increased
38
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$15.9M +$4.14M 6 0.15% Increased
39
T
TOBAM
France
$15.8M +$4.71M 1 0.65% Increased
40
BCM
Bienville Capital Management
New York
$15.6M +$3.11M 7 1.27% Increased
41
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$14.3M +$995K 2 0.08% Increased
42
OWIM
Old West Investment Management
California
$13.7M +$2.35M 3 6.87% Increased
43
Allianz Asset Management
Allianz Asset Management
Germany
$13.7M -$3.85M 1 0.01% Reduced
44
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$13.1M +$682K 1 0.02% Increased
45
Gotham Asset Management
Gotham Asset Management
New York
$12.9M +$7.05M 1 0.19% Increased
46
KCM
Kingdon Capital Management
New York
$12.8M +$13.2M 2 0.9% New
47
GAI
General American Investors
New York
$12.7M $0 1 1.16% Maintained
48
SJIC
St. James Investment Company
Texas
$12.4M -$7.01M 1 1.47% Reduced
49
Janus Henderson Group
Janus Henderson Group
$12.1M +$6.82M 2 0.01% Increased
50
CBOA
Commonwealth Bank of Australia
Australia
$11.3M -$11.7M 1 0.11% Reduced