← 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
Natixis Advisors
Natixis Advisors
Massachusetts
$22.1M +$1.42M 1 0.18% Increased
27
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$21.7M -$120K 3 0.11% Reduced
28
Empyrean Capital Partners
Empyrean Capital Partners
California
$21.2M -$1.56M 4 0.94% Reduced
29
Citadel Advisors
Citadel Advisors
Florida
$21.1M +$7.14M 7 0.01% Increased
30
William Blair Investment Management
William Blair Investment Management
Illinois
$19.7M +$187K 1 0.08% Increased
31
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$19.6M +$1.8M 2 0.08% Increased
32
MCM
Moerus Capital Management
New York
$18.9M +$114K 1 5.87% Increased
33
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$18.9M -$4.23M 5 0.04% Reduced
34
YCM
Yost Capital Management
Texas
$18.7M +$2.06M 1 18.17% Increased
35
JP Morgan Chase
JP Morgan Chase
New York
$18.7M +$30.2K 4 0% Increased
36
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$18.6M +$21.9K 1 0.01% Increased
37
Legal & General Group
Legal & General Group
United Kingdom
$17.9M +$586K 4 0.01% Increased
38
Citigroup
Citigroup
New York
$17.2M -$5.37M 4 0.01% Reduced
39
UBS Group
UBS Group
Switzerland
$16.9M -$3.16M 8 0.01% Reduced
40
Swiss National Bank
Swiss National Bank
Switzerland
$16.5M +$738K 2 0.02% Increased
41
Deutsche Bank
Deutsche Bank
Germany
$16.2M -$8.06M 6 0.01% Reduced
42
GAI
General American Investors
New York
$16.1M +$1.86M 1 1.52% Increased
43
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.8M -$132K 5 0.01% Reduced
44
MAM
Majedie Asset Management
United Kingdom
$15.3M -$9.41M 1 1.18% Reduced
45
Discovery Capital Management
Discovery Capital Management
Connecticut
$15.2M +$997K 1 1.45% Increased
46
Bank of America
Bank of America
North Carolina
$15.1M -$4.92M 7 0% Reduced
47
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$14.5M -$299K 1 0.01% Reduced
48
Canada Life
Canada Life
Manitoba, Canada
$13.1M -$93.4K 2 0.03% Reduced
49
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$13.1M -$4.16K 1 0.9% Reduced
50
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.8M -$3.31M 1 0.12% Reduced