← 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	Assenagon Asset Management Senningerberg, Luxembourg	$54.5M	+$21.1M	1	0.19%	Increased
27	CIBC World Market Toronto, Ontario, Canada	$53.8M	-$19.7M	5	0.15%	Reduced
28	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$53.3M	+$641K	6	0.04%	Increased
29	Susquehanna International Group Bala Cynwyd, Pennsylvania	$51.9M	-$3.17M	7	0.01%	Reduced
30	Guardian Capital (Canada) Toronto, Ontario, Canada	$48.3M	-$25.7M	1	0.95%	Reduced
31	L1 Capital Melbourne VIC 3000, Australia	$47.6M	+$39.7M	1	9.83%	New
32	Dimensional Fund Advisors Austin, Texas	$47.4M	-$7.81M	3	0.02%	Reduced
33	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$47.4M	-$943K	4	0.07%	Reduced
34	AllianceBernstein Nashville, Tennessee	$46.4M	+$10.5M	5	0.02%	Increased
35	Citadel Advisors Miami, Florida	$46.1M	-$23K	9	0.01%	Reduced
36	Bank of America Charlotte, North Carolina	$46.1M	+$4.7M	9	0%	Increased
37	Aristotle Capital Management Los Angeles, California	$43.4M	+$6.5M	1	0.08%	Increased
38	Moore Capital Management New York	$43.1M	-$9.91M	1	0.61%	Reduced
39	Legal & General Group London, United Kingdom	$41.4M	+$289K	7	0.01%	Increased
40	Geode Capital Management Boston, Massachusetts	$40.5M	+$7.86M	8	0.01%	Increased
41	MI MMCAP International Grand Cayman, Cayman Islands	$40.1M	-$20.2M	4	1.91%	Reduced
42	Swiss National Bank Zurich, Switzerland	$39.7M	+$5.61M	4	0.02%	Increased
43	Adage Capital Partners Boston, Massachusetts	$38.8M	-$5M	1	0.08%	Reduced
44	Jane Street New York	$38.6M	+$24.8M	7	0.02%	Increased
45	TD Asset Management Toronto, Ontario, Canada	$35M	+$500K	4	0.04%	Increased
46	P3I Progeny 3 Inc Kirkland, Washington	$34.8M	-$968K	3	12.1%	Reduced
47	Citigroup New York	$34.8M	+$15M	9	0.02%	Increased
48	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$34.4M	+$4.02M	1	1.06%	Increased
49	Alpha Wave Global New York	$33.5M	-$9.5M	3	2.14%	Reduced
50	Credit Suisse Zurich, Switzerland	$31.5M	+$6.02M	9	0.02%	Increased