← 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	National Bank of Canada Montreal, Quebec, Canada	$102M	+$2.45M	10	0.25%	Increased
27	Wellington Management Group Boston, Massachusetts	$91.1M	-$8.39M	1	0.02%	Reduced
28	CIBC World Market Toronto, Ontario, Canada	$90.9M	+$9.94M	6	0.31%	Increased
29	Citigroup New York	$81.7M	+$8.86M	10	0.06%	Increased
30	Driehaus Capital Management Chicago, Illinois	$80.6M	+$15.5M	2	1.13%	Increased
31	ZP Zimmer Partners New York	$80.6M	+$9.35M	1	1.65%	Increased
32	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$80.1M	+$12.1M	4	0.43%	Increased
33	Geode Capital Management Boston, Massachusetts	$73.2M	+$3.55M	8	0.01%	Increased
34	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$70.8M	+$76.4M	4	50.03%	New
35	Renaissance Technologies New York	$70.1M	+$23M	4	0.09%	Increased
36	JP Morgan Chase New York	$70M	+$17M	8	0.01%	Increased
37	SCP SailingStone Capital Partners Houston, Texas	$68.7M	+$1.06M	1	24.48%	Increased
38	Jane Street New York	$65.2M	-$21.7M	11	0.03%	Reduced
39	Aristotle Capital Management Los Angeles, California	$63.9M	+$827K	1	0.13%	Increased
40	PIP Permian Investment Partners Dallas, Texas	$63M	-$2.64M	1	8.3%	Reduced
41	Amundi Paris, France	$62.4M	+$868K	2	0.03%	Increased
42	Norges Bank Oslo, Norway	$59.6M	-$24.7M	1	0.01%	Reduced
43	L1 Capital Melbourne VIC 3000, Australia	$58.2M	+$24.2M	1	8.11%	Increased
44	P3I Progeny 3 Inc Kirkland, Washington	$55.9M	$0	1	9.48%	Maintained
45	Legal & General Group London, United Kingdom	$55.7M	-$698K	7	0.02%	Reduced
46	Swiss National Bank Zurich, Switzerland	$55.7M	-$3.42M	6	0.04%	Reduced
47	KGI Kopernik Global Investors Tampa, Florida	$54.8M	-$47.7M	1	5.7%	Reduced
48	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$54.1M	+$706K	6	0.09%	Increased
49	Citadel Advisors Miami, Florida	$51.5M	-$42M	12	0.01%	Reduced
50	Susquehanna International Group Bala Cynwyd, Pennsylvania	$51.3M	+$12.6M	12	0.01%	Increased