← 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	Citigroup New York	$22.4M	+$4.91M	7	0.02%	Increased
27	Citadel Advisors Miami, Florida	$22M	+$3.65M	7	0.01%	Increased
28	Natixis Advisors Boston, Massachusetts	$21.7M	+$1M	1	0.21%	Increased
29	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$20.1M	-$2.57M	5	0.03%	Reduced
30	Dimensional Fund Advisors Austin, Texas	$19.8M	+$81.1K	1	0.01%	Increased
31	William Blair Investment Management Chicago, Illinois	$19.8M	+$16.2M	1	0.1%	Increased
32	Mackenzie Financial Toronto Ontario, Ontario, Canada	$18.5M	+$19.1M	2	0.05%	New
33	MCM Moerus Capital Management New York	$18.1M	+$18.4M	1	5.93%	New
34	State of Tennessee, Department of Treasury Nashville, Tennessee	$18M	+$1.8M	3	0.1%	Increased
35	JP Morgan Chase New York	$17.8M	+$6.94M	4	0%	Increased
36	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$17.8M	+$2.25M	4	0.02%	Increased
37	Bank of Nova Scotia Toronto, Ontario, Canada	$17.5M	+$2.02M	2	0.08%	Increased
38	YCM Yost Capital Management Houston, Texas	$17M	+$336K	1	12.8%	Increased
39	Bank of America Charlotte, North Carolina	$16.9M	-$5.17M	7	0%	Reduced
40	Swiss National Bank Zurich, Switzerland	$16.6M	-$74.1K	2	0.02%	Reduced
41	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$16.1M	+$603K	1	0.17%	Increased
42	Balyasny Asset Management Chicago, Illinois	$15.7M	+$13.1M	1	0.11%	Increased
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$15.3M	+$2.94M	1	0.02%	Increased
44	Commerzbank Aktiengesellschaft Frankfurt, Germany	$15.2M	-$1.15M	6	0.16%	Reduced
45	GAI General American Investors New York	$15.1M	+$2.32M	1	1.58%	Increased
46	Susquehanna International Group Bala Cynwyd, Pennsylvania	$14.8M	+$4.96M	4	0.01%	Increased
47	OWIM Old West Investment Management Los Angeles, California	$14.7M	+$929K	6	3.96%	Increased
48	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$13.9M	-$3.34M	1	1.07%	Reduced
49	Janus Henderson Group London,	$13.6M	+$3.36M	1	0.01%	Increased
50	Canada Life Winnipeg, Manitoba, Canada	$13.6M	+$10.5M	2	0.04%	Increased