← 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
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$20.1M -$30.7M 1 2.27% Reduced
27
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$19.2M +$2.44M 4 0.03% Increased
28
William Blair Investment Management
William Blair Investment Management
Illinois
$18.5M +$405K 1 0.07% Increased
29
TD Asset Management
TD Asset Management
Ontario, Canada
$18.3M -$654K 2 0.03% Reduced
30
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.9M +$672K 5 0.01% Increased
31
Bank of America
Bank of America
North Carolina
$17.7M +$636K 7 0% Increased
32
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.8M +$7.51M 1 0.14% Increased
33
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$16.6M +$893K 1 0.01% Increased
34
BCM
Bienville Capital Management
New York
$16.5M +$201K 3 4.22% Increased
35
Legal & General Group
Legal & General Group
United Kingdom
$15.3M -$42.7K 4 0.01% Reduced
36
JP Morgan Chase
JP Morgan Chase
New York
$15.2M +$932K 5 0% Increased
37
MCM
Moerus Capital Management
New York
$15.1M -$1.08M 1 4.9% Reduced
38
Manning & Napier Group
Manning & Napier Group
New York
$14.3M -$14.7M 1 0.15% Reduced
39
YCM
Yost Capital Management
Texas
$14.1M -$4.72M 1 11.09% Reduced
40
P3I
Progeny 3 Inc
Washington
$13.5M +$3.21M 5 12.29% Increased
41
GAI
General American Investors
New York
$13.4M $0 1 1.22% Maintained
42
Swiss National Bank
Swiss National Bank
Switzerland
$13.1M -$679K 2 0.01% Reduced
43
Goldman Sachs
Goldman Sachs
New York
$13M -$4.99M 6 0% Reduced
44
Natixis Advisors
Natixis Advisors
Massachusetts
$12.9M -$7.55M 1 0.09% Reduced
45
Citigroup
Citigroup
New York
$12.7M +$501K 5 0.01% Increased
46
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$12.3M +$202K 1 0.01% Increased
47
D.E. Shaw & Co
D.E. Shaw & Co
New York
$12.2M +$6.24M 3 0.01% Increased
48
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12M -$949K 4 0.01% Reduced
49
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$11.6M +$12M 1 0.09% New
50
Discovery Capital Management
Discovery Capital Management
Connecticut
$11.4M -$519K 1 3.61% Reduced