← 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	BlackRock New York	$23.2M	+$1.66M	4	0%	Increased
27	Natixis Advisors Boston, Massachusetts	$21.5M	+$1.92M	1	0.17%	Increased
28	TD Asset Management Toronto, Ontario, Canada	$20.2M	-$2.26M	2	0.03%	Reduced
29	YCM Yost Capital Management Houston, Texas	$19.9M	+$3.31M	1	23.78%	Increased
30	William Blair Investment Management Chicago, Illinois	$19.3M	+$1.88M	1	0.08%	Increased
31	Goldman Sachs New York	$18.9M	+$10.5M	6	0.01%	Increased
32	UBS Group Zurich, Switzerland	$18.6M	+$4.88M	7	0.01%	Increased
33	Bank of America Charlotte, North Carolina	$18.1M	+$4.8M	8	0%	Increased
34	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$18M	+$1.29M	5	0.04%	Increased
35	Susquehanna International Group Bala Cynwyd, Pennsylvania	$17.6M	+$3.68M	5	0.01%	Increased
36	BCM Bienville Capital Management New York	$17.4M	-$4.02M	3	2.02%	Reduced
37	MCM Moerus Capital Management New York	$17.3M	+$507K	1	5.88%	Increased
38	Dimensional Fund Advisors Austin, Texas	$16.8M	+$311K	1	0.01%	Increased
39	Legal & General Group London, United Kingdom	$16.4M	+$623K	4	0.01%	Increased
40	JP Morgan Chase New York	$15.2M	-$501K	4	0%	Reduced
41	Swiss National Bank Zurich, Switzerland	$14.6M	+$53.5K	2	0.02%	Increased
42	GAI General American Investors New York	$14.3M	$0	1	1.41%	Maintained
43	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$13.9M	+$6.59M	4	0.02%	Increased
44	Point72 Asset Management Stamford, Connecticut	$13.3M	+$13M	1	0.08%	Increased
45	Citigroup New York	$13M	-$1.99M	4	0.01%	Reduced
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$12.9M	+$76.1K	1	0.01%	Increased
47	Discovery Capital Management South Norwalk, Connecticut	$12.7M	-$734K	1	2.12%	Reduced
48	Empyrean Capital Partners Los Angeles, California	$12.6M	-$6.11M	1	0.66%	Reduced
49	Canada Life Winnipeg, Manitoba, Canada	$11.2M	-$123K	2	0.03%	Reduced
50	P3I Progeny 3 Inc Kirkland, Washington	$11.1M	+$4.9M	5	11.21%	Increased