← 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
National Bank of Canada
Quebec, Canada
$109M -$11.6M 10 0.2% Reduced
27
CIBC World Market
CIBC World Market
Ontario, Canada
$108M -$432K 6 0.34% Reduced
28
L1 Capital
L1 Capital
Australia
$104M +$21.9M 1 12.5% Increased
29
Wellington Management Group
Wellington Management Group
Massachusetts
$102M -$6.29M 1 0.02% Reduced
30
ZP
Zimmer Partners
New York
$97.3M +$698K 1 2.29% Increased
31
Geode Capital Management
Geode Capital Management
Massachusetts
$92.7M +$6.83M 8 0.01% Increased
32
Citigroup
Citigroup
New York
$91.1M -$6.11M 10 0.06% Reduced
33
State Street
State Street
Massachusetts
$89.9M -$26.8M 5 0% Reduced
34
LHCM
Lloyd Harbor Capital Management
New York
$87.8M +$3.8M 4 45.82% Increased
35
Norges Bank
Norges Bank
Norway
$86.3M +$12.5M 2 0.02% Increased
36
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$84.4M -$56.1M 1 3.61% Reduced
37
Aristotle Capital Management
Aristotle Capital Management
California
$78M +$1.35M 1 0.16% Increased
38
PIP
Permian Investment Partners
Texas
$77.3M +$1.69M 1 8.67% Increased
39
Goldman Sachs
Goldman Sachs
New York
$77M +$36.9M 10 0.02% Increased
40
SCP
SailingStone Capital Partners
Texas
$72.7M -$4.42M 1 20.29% Reduced
41
Amundi
Amundi
France
$71M -$4.84M 1 0.04% Reduced
42
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$70.8M +$9.85M 11 0.01% Increased
43
P3I
Progeny 3 Inc
Washington
$66.9M $0 1 10.14% Maintained
44
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$66.9M -$73.8M 2 4.32% Reduced
45
Swiss National Bank
Swiss National Bank
Switzerland
$63.2M -$2.88M 6 0.04% Reduced
46
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$63.1M -$1.46M 8 0.09% Reduced
47
Legal & General Group
Legal & General Group
United Kingdom
$62.4M -$3.95M 7 0.02% Reduced
48
Millennium Management
Millennium Management
New York
$61.9M +$11.8M 6 0.03% Increased
49
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$61.6M +$7.32M 5 0.24% Increased
50
Point72 Asset Management
Point72 Asset Management
Connecticut
$61M +$5.02M 4 0.18% Increased
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