← 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
$36.7M -$3.57M 1 0.01% Reduced
27
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7M -$127K 4 0.03% Reduced
28
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$34M +$3.15M 4 0.06% Increased
29
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$34M +$4.6M 6 0.01% Increased
30
CA
Corriente Advisors
Texas
$31.9M +$25.3M 2 7.6% New
31
Wellington Management Group
Wellington Management Group
Massachusetts
$31.5M +$255K 1 0.01% Increased
32
Alpha Wave Global
Alpha Wave Global
New York
$30.9M -$1.36M 3 1.81% Reduced
33
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$30M +$4.61M 2 0.06% Increased
34
MCM
Moerus Capital Management
New York
$27.9M -$1.45M 1 10.92% Reduced
35
Legal & General Group
Legal & General Group
United Kingdom
$27.5M -$6.15M 4 0.01% Reduced
36
BCM
Bienville Capital Management
New York
$27.1M +$2.2M 3 2.76% Increased
37
TD Asset Management
TD Asset Management
Ontario, Canada
$25.1M -$3.52M 2 0.03% Reduced
38
P3I
Progeny 3 Inc
Washington
$25M +$71.9K 3 13.21% Increased
39
Swiss National Bank
Swiss National Bank
Switzerland
$23.4M -$739K 2 0.02% Reduced
40
Aristotle Capital Management
Aristotle Capital Management
California
$21.2M +$865K 1 0.05% Increased
41
Geode Capital Management
Geode Capital Management
Massachusetts
$20.8M +$1.59M 5 0% Increased
42
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.9M -$1.14M 1 0.12% Reduced
43
JP Morgan Chase
JP Morgan Chase
New York
$18.9M +$1.1M 4 0% Increased
44
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$18.2M -$2.34M 1 0.01% Reduced
45
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$18.2M +$6.68M 6 0.84% Increased
46
Bank of America
Bank of America
North Carolina
$17.9M -$6.79M 8 0% Reduced
47
Credit Suisse
Credit Suisse
Switzerland
$17.8M +$3.89M 4 0.01% Increased
48
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17M -$750K 1 0.15% Reduced
49
D.E. Shaw & Co
D.E. Shaw & Co
New York
$16.5M -$5.12M 1 0.01% Reduced
50
Fidelity Investments
Fidelity Investments
Massachusetts
$16.4M +$9.4M 3 0% Increased