← 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
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$21.5M -$1.53M 1 0.01% Reduced
27
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$21.3M +$6.5M 4 0.05% Increased
28
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.6M -$355K 4 0.02% Reduced
29
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.8M +$14.4M 1 0.14% Increased
30
Legal & General Group
Legal & General Group
United Kingdom
$19.4M +$1.82M 4 0.01% Increased
31
Manning & Napier Group
Manning & Napier Group
New York
$18.7M +$1.53M 1 0.2% Increased
32
P3I
Progeny 3 Inc
Washington
$18.3M +$36.6K 4 12.42% Increased
33
Swiss National Bank
Swiss National Bank
Switzerland
$18.1M +$1.51M 2 0.02% Increased
34
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$18M +$1.05M 5 0% Increased
35
MCM
Moerus Capital Management
New York
$17.9M -$6.29M 1 9.95% Reduced
36
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$16.4M +$1.84M 1 0.01% Increased
37
Alpha Wave Global
Alpha Wave Global
New York
$16.2M +$3.99M 3 1.45% Increased
38
D.E. Shaw & Co
D.E. Shaw & Co
New York
$15.8M +$2.35M 2 0.02% Increased
39
YCM
Yost Capital Management
Texas
$14.9M -$4.46M 1 12.71% Reduced
40
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$14.6M +$13.6M 1 0.04% Increased
41
Aristotle Capital Management
Aristotle Capital Management
California
$13.4M +$414K 1 0.04% Increased
42
BCM
Bienville Capital Management
New York
$13.2M +$7M 4 1.23% Increased
43
Artemis Investment Management
Artemis Investment Management
United Kingdom
$12.6M +$12.2M 1 0.17% New
44
1832 Asset Management
1832 Asset Management
Ontario, Canada
$12.3M +$8.26M 2 0.04% Increased
45
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.3M -$1.83M 1 0.15% Reduced
46
JP Morgan Chase
JP Morgan Chase
New York
$11.7M -$756K 5 0% Reduced
47
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$11.5M +$11.2M 1 1.05% New
48
Bank of America
Bank of America
North Carolina
$11.4M -$11.9M 8 0% Reduced
49
Citigroup
Citigroup
New York
$11M -$4.03M 5 0.01% Reduced
50
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$10.8M -$8.51M 1 0.36% Reduced