← 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	Norges Bank Oslo, Norway	$68.2M	-$18.4M	1	0.01%	Reduced
27	Renaissance Technologies New York	$67.8M	+$35.6M	5	0.08%	Increased
28	Russell Investments Group London, United Kingdom	$67.8M	-$17.1M	3	0.11%	Reduced
29	SCM Segra Capital Management Palm Beach, Florida	$65.8M	+$83.9M	6	99.26%	New
30	CIBC World Market Toronto, Ontario, Canada	$64.9M	+$5.77M	5	0.19%	Increased
31	Geode Capital Management Boston, Massachusetts	$59.6M	+$1.95M	8	0.01%	Increased
32	Goldman Sachs New York	$59.1M	-$48.1M	9	0.01%	Reduced
33	L1 Capital Melbourne VIC 3000, Australia	$56.8M	+$1.97M	1	6.56%	Increased
34	Bank of America Charlotte, North Carolina	$54.3M	-$5.38M	9	0.01%	Reduced
35	Aristotle Capital Management Los Angeles, California	$53.1M	+$1.82M	1	0.09%	Increased
36	Two Sigma Advisers New York	$52.1M	+$17M	4	0.13%	Increased
37	AllianceBernstein Nashville, Tennessee	$50.4M	-$1.75M	5	0.02%	Reduced
38	JP Morgan Chase New York	$47.2M	+$12.5M	7	0.01%	Increased
39	OWIM Old West Investment Management Los Angeles, California	$47.1M	-$65.5M	5	23.1%	Reduced
40	Legal & General Group London, United Kingdom	$47M	-$2.34M	7	0.01%	Reduced
41	Swiss National Bank Zurich, Switzerland	$45.6M	+$1.14M	6	0.03%	Increased
42	Capital World Investors Los Angeles, California	$44M	+$48.8M	1	0.01%	New
43	TD Asset Management Toronto, Ontario, Canada	$44M	+$2.65M	4	0.04%	Increased
44	Citigroup New York	$42.8M	+$3.56M	9	0.02%	Increased
45	P3I Progeny 3 Inc Kirkland, Washington	$42.5M	-$454K	2	11.49%	Reduced
46	Guardian Capital (Canada) Toronto, Ontario, Canada	$37.6M	-$8.93M	1	0.73%	Reduced
47	ACM Azarias Capital Management Berwyn, Pennsylvania	$37.3M	+$44.3M	5	33.45%	New
48	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$36.5M	+$2.3M	1	1.76%	Increased
49	MI MMCAP International Grand Cayman, Cayman Islands	$35.9M	-$4.91M	2	2.22%	Reduced
50	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$34.7M	-$18.8M	7	0.02%	Reduced