← 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
Citigroup
New York
$24.6M +$1.32M 7 0.02% Increased
27
Empyrean Capital Partners
Empyrean Capital Partners
California
$23.8M +$20M 4 1.09% Increased
28
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$23.3M +$5.37M 3 0.12% Increased
29
Natixis Advisors
Natixis Advisors
Massachusetts
$22.7M +$179K 1 0.2% Increased
30
Bank of America
Bank of America
North Carolina
$21.9M +$4.3M 7 0% Increased
31
OWIM
Old West Investment Management
California
$21.6M +$6.05M 6 7.8% Increased
32
William Blair Investment Management
William Blair Investment Management
Illinois
$21.4M +$886K 1 0.09% Increased
33
Manning & Napier Group
Manning & Napier Group
New York
$21.4M -$2.14M 1 0.23% Reduced
34
UBS Group
UBS Group
Switzerland
$21M +$8.24M 8 0.01% Increased
35
MCM
Moerus Capital Management
New York
$20.7M +$1.96M 1 6.13% Increased
36
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$20.5M -$144K 1 0.01% Reduced
37
JP Morgan Chase
JP Morgan Chase
New York
$20.3M +$1.13M 4 0% Increased
38
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$19.6M +$1.48M 2 0.08% Increased
39
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.2M +$2.15M 1 0.18% Increased
40
Legal & General Group
Legal & General Group
United Kingdom
$19M +$5.58M 4 0.01% Increased
41
YCM
Yost Capital Management
Texas
$18.3M +$626K 1 12.95% Increased
42
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.8M -$529K 4 0.02% Reduced
43
Swiss National Bank
Swiss National Bank
Switzerland
$17.3M +$229K 2 0.02% Increased
44
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.3M +$1.71M 4 0.01% Increased
45
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$16.2M +$111K 1 0.02% Increased
46
GAI
General American Investors
New York
$15.7M $0 1 1.55% Maintained
47
Discovery Capital Management
Discovery Capital Management
Connecticut
$15.6M +$4.95M 1 1.62% Increased
48
Citadel Advisors
Citadel Advisors
Florida
$15.2M -$7.93M 7 0.01% Reduced
49
BCM
Bienville Capital Management
New York
$14.9M +$4.7M 6 1.66% Increased
50
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$14.4M -$61K 1 1% Reduced