← 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
Bank of America
Bank of America
North Carolina
$22.5M +$5.07M 7 0% Increased
27
Natixis Advisors
Natixis Advisors
Massachusetts
$20.8M +$2.71M 1 0.18% Increased
28
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$19.8M -$298K 1 0.01% Reduced
29
Citadel Advisors
Citadel Advisors
Florida
$19M +$11.8M 7 0.01% Increased
30
Citigroup
Citigroup
New York
$18.1M -$1.22M 7 0.02% Reduced
31
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$18.1M +$843K 6 0.16% Increased
32
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$17.7M +$13M 3 0.09% Increased
33
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.7M +$152K 7 0.26% Increased
34
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$17.2M -$366K 1 1.1% Reduced
35
Swiss National Bank
Swiss National Bank
Switzerland
$16.8M -$583K 2 0.02% Reduced
36
YCM
Yost Capital Management
Texas
$16.8M +$15.5M 1 10.98% New
37
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.8M -$2.85M 4 0.02% Reduced
38
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$15.6M +$886K 2 0.07% Increased
39
OWIM
Old West Investment Management
California
$14.9M -$446K 6 6.16% Reduced
40
UBS Group
UBS Group
Switzerland
$14.8M -$2.28M 8 0.01% Reduced
41
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.6M -$1.45M 1 0.12% Reduced
42
T
TOBAM
France
$13.5M -$2.31M 1 0.57% Reduced
43
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$13M +$12.2M 4 0.1% Increased
44
GAI
General American Investors
New York
$12.9M $0 1 1.11% Maintained
45
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$12.7M -$522K 1 0.01% Reduced
46
JP Morgan Chase
JP Morgan Chase
New York
$12.5M +$4.79M 4 0% Increased
47
Goldman Sachs
Goldman Sachs
New York
$11.6M +$2.56M 6 0% Increased
48
Allianz Asset Management
Allianz Asset Management
Germany
$11.1M -$2.49M 1 0.01% Reduced
49
Janus Henderson Group
Janus Henderson Group
$10.4M -$2.09M 1 0.01% Reduced
50
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.4M -$642K 3 0% Reduced