← 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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$61.1M	-$35.2M	9	0.02%	Reduced
27	CIBC World Market Toronto, Ontario, Canada	$59.6M	+$6.62M	6	0.21%	Increased
28	Aristotle Capital Management Los Angeles, California	$53.7M	+$1.07M	1	0.11%	Increased
29	Geode Capital Management Boston, Massachusetts	$51.9M	+$2.54M	8	0.01%	Increased
30	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$51.5M	+$1.53M	5	0.1%	Increased
31	Millennium Management New York	$48.1M	+$23.9M	3	0.03%	Increased
32	Swiss National Bank Zurich, Switzerland	$47.2M	+$630K	6	0.03%	Increased
33	Wellington Management Group Boston, Massachusetts	$46.9M	-$15.2M	1	0.01%	Reduced
34	Amundi Paris, France	$46.7M	+$8.48M	1	0.04%	Increased
35	Legal & General Group London, United Kingdom	$45.8M	-$2.73M	7	0.02%	Reduced
36	JP Morgan Chase New York	$45.7M	+$1.82M	7	0.01%	Increased
37	P3I Progeny 3 Inc Kirkland, Washington	$45.5M	+$769K	2	9.17%	Increased
38	Russell Investments Group London, United Kingdom	$44.1M	-$2.35M	2	0.09%	Reduced
39	Norges Bank Oslo, Norway	$41.2M	+$8.13M	1	0.01%	Increased
40	Goldman Sachs New York	$40.3M	-$26.3M	8	0.01%	Reduced
41	SCP SailingStone Capital Partners Houston, Texas	$39.4M	+$2.87M	1	10.07%	Increased
42	Citadel Advisors Miami, Florida	$39.3M	-$3.17M	9	0.01%	Reduced
43	Citigroup New York	$39.3M	+$4.25M	11	0.03%	Increased
44	TD Asset Management Toronto, Ontario, Canada	$38.9M	-$2.62M	4	0.05%	Reduced
45	Bank of New York Mellon New York	$38.5M	+$7.1M	7	0.01%	Increased
46	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$35.9M	-$6.16M	3	0.22%	Reduced
47	JP Morgan Private Wealth Advisors San Francisco, California	$35.9M	+$3.35M	3	0.09%	Increased
48	UBS Group Zurich, Switzerland	$35.6M	+$13.2M	10	0.01%	Increased
49	Brevan Howard Capital Management St. Helier, Jersey	$31.8M	+$16.9M	1	1.31%	Increased
50	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$31.6M	+$97.2K	6	0.02%	Increased