← 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	CIBC World Market Toronto, Ontario, Canada	$75.8M	-$8M	7	0.24%	Reduced
27	Geode Capital Management Boston, Massachusetts	$73.8M	+$435K	8	0.01%	Increased
28	Aristotle Capital Management Los Angeles, California	$73.1M	+$1.87M	1	0.13%	Increased
29	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$72.5M	-$46.5M	6	0.11%	Reduced
30	Swiss National Bank Zurich, Switzerland	$67M	+$6.11M	6	0.04%	Increased
31	Legal & General Group London, United Kingdom	$67M	+$3.6M	7	0.02%	Increased
32	Russell Investments Group London, United Kingdom	$65.5M	-$19.8M	2	0.11%	Reduced
33	Citadel Advisors Miami, Florida	$63.2M	-$50.1M	10	0.01%	Reduced
34	P3I Progeny 3 Inc Kirkland, Washington	$62.4M	+$4.68M	2	11.72%	Increased
35	JP Morgan Chase New York	$61.8M	+$642K	7	0.01%	Increased
36	TD Asset Management Toronto, Ontario, Canada	$60.7M	+$2.97M	4	0.06%	Increased
37	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$59.4M	-$74.9M	3	0.29%	Reduced
38	AllianceBernstein Nashville, Tennessee	$57M	-$7.6M	4	0.02%	Reduced
39	Amundi Paris, France	$54.2M	+$14M	1	0.04%	Increased
40	Fidelity Investments Boston, Massachusetts	$53.2M	+$19.8M	7	0%	Increased
41	Bank of New York Mellon New York	$51.9M	+$23.6M	7	0.01%	Increased
42	OWIM Old West Investment Management Los Angeles, California	$50.2M	-$3.86M	5	26.99%	Reduced
43	Citigroup New York	$50.1M	-$5.51M	11	0.03%	Reduced
44	Norges Bank Oslo, Norway	$47.7M	-$34.9M	1	0.01%	Reduced
45	MI MMCAP International Grand Cayman, Cayman Islands	$47.1M	+$3.95M	3	2.75%	Increased
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$46.8M	+$20.8M	8	0.02%	Increased
47	JP Morgan Private Wealth Advisors San Francisco, California	$46.1M	+$37.9M	3	0.1%	Increased
48	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$45.1M	-$881K	6	0.03%	Reduced
49	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$44.5M	-$3.33M	2	2.14%	Reduced
50	ACM Azarias Capital Management Berwyn, Pennsylvania	$43.7M	-$3.85M	5	37.93%	Reduced