← 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
Wellington Management Group
Wellington Management Group
Massachusetts
$23.5M -$1.72M 1 0% Reduced
27
BlackRock
BlackRock
New York
$23.4M -$2.27M 4 0% Reduced
28
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$22.6M +$1.65M 5 0.06% Increased
29
TD Asset Management
TD Asset Management
Ontario, Canada
$22.1M -$538K 2 0.03% Reduced
30
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21M +$379K 4 0.02% Increased
31
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$20.9M +$3.27M 6 0% Increased
32
Alpha Wave Global
Alpha Wave Global
New York
$20.3M -$548K 3 1.68% Reduced
33
Bank of America
Bank of America
North Carolina
$19.7M +$9.03M 7 0% Increased
34
P3I
Progeny 3 Inc
Washington
$18.6M +$318K 3 12.06% Increased
35
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$18.3M +$4.16M 2 0.05% Increased
36
Swiss National Bank
Swiss National Bank
Switzerland
$18M -$247K 2 0.01% Reduced
37
MCM
Moerus Capital Management
New York
$17.9M +$291K 1 8.72% Increased
38
D.E. Shaw & Co
D.E. Shaw & Co
New York
$17.3M +$1.79M 1 0.02% Increased
39
BCM
Bienville Capital Management
New York
$16.5M +$1.34M 4 1.88% Increased
40
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.1M -$3.61M 1 0.11% Reduced
41
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$16M -$172K 1 0.01% Reduced
42
Aristotle Capital Management
Aristotle Capital Management
California
$15.1M +$2.11M 1 0.05% Increased
43
Goldman Sachs
Goldman Sachs
New York
$14.8M +$12.5M 5 0% Increased
44
CU
CQS (US)
New York
$14.7M +$10.5M 5 1.95% Increased
45
Artemis Investment Management
Artemis Investment Management
United Kingdom
$13.8M +$1.51M 1 0.17% Increased
46
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.5M +$1.43M 1 0.15% Increased
47
JP Morgan Chase
JP Morgan Chase
New York
$13.1M +$1.45M 5 0% Increased
48
Citadel Advisors
Citadel Advisors
Florida
$11.8M +$5.64M 8 0% Increased
49
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.4M +$12.3M 1 0.06% New
50
Geode Capital Management
Geode Capital Management
Massachusetts
$11.3M +$365K 5 0% Increased
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