← 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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$55.4M -$54.7K 2 0.11% Reduced
27
MI
MMCAP International
Cayman Islands
$53.2M +$33.4M 3 5.21% Increased
28
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.7M +$6.41M 8 0.01% Increased
29
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$48.4M +$2.4M 3 0.02% Increased
30
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.3M +$1.82M 5 0.04% Increased
31
Moore Capital Management
Moore Capital Management
New York
$46.1M +$42.6M 1 0.58% New
32
Goldman Sachs
Goldman Sachs
New York
$42.7M +$23.8M 7 0.01% Increased
33
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$42M -$293K 4 0.07% Reduced
34
Citadel Advisors
Citadel Advisors
Florida
$40.5M +$23.6M 9 0.01% Increased
35
Alpha Wave Global
Alpha Wave Global
New York
$38.9M -$4.91M 3 2.42% Reduced
36
Adage Capital Partners
Adage Capital Partners
Massachusetts
$38M -$21.5M 1 0.08% Reduced
37
Bank of America
Bank of America
North Carolina
$36.1M +$12.7M 7 0% Increased
38
Legal & General Group
Legal & General Group
United Kingdom
$35.6M +$1.4M 4 0.01% Increased
39
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$34.2M -$2.85M 4 0.05% Reduced
40
TD Asset Management
TD Asset Management
Ontario, Canada
$32.1M +$895K 4 0.04% Increased
41
Aristotle Capital Management
Aristotle Capital Management
California
$31.9M +$5.21M 1 0.07% Increased
42
AllianceBernstein
AllianceBernstein
Tennessee
$31.4M +$27.8M 4 0.01% Increased
43
P3I
Progeny 3 Inc
Washington
$31M -$167K 3 12.22% Reduced
44
Geode Capital Management
Geode Capital Management
Massachusetts
$30.7M +$2.46M 5 0% Increased
45
Swiss National Bank
Swiss National Bank
Switzerland
$29.4M +$295K 2 0.02% Increased
46
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$28.7M +$25.1M 1 0.12% Increased
47
JP Morgan Chase
JP Morgan Chase
New York
$28.6M +$4.31M 4 0% Increased
48
BCIM
Black Creek Investment Management
Ontario, Canada
$26.2M -$22.7M 1 0.87% Reduced
49
Fidelity Investments
Fidelity Investments
Massachusetts
$25.2M +$4.45M 2 0% Increased
50
MCM
Moerus Capital Management
New York
$25.2M -$1.82M 1 9.42% Reduced