← 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
Bank of New York Mellon
Bank of New York Mellon
New York
$161M -$27.2M 7 0.04% Reduced
27
State Street
State Street
Massachusetts
$142M +$6.53M 5 0.01% Increased
28
CIBC World Market
CIBC World Market
Ontario, Canada
$141M +$3.09M 6 0.46% Increased
29
SCM
Segra Capital Management
Florida
$139M -$76M 5 99.98% Reduced
30
Marshall Wace
Marshall Wace
United Kingdom
$136M +$101M 4 0.27% Increased
31
Geode Capital Management
Geode Capital Management
Massachusetts
$134M +$5.12M 9 0.02% Increased
32
National Bank of Canada
National Bank of Canada
Quebec, Canada
$134M +$2.48M 12 0.2% Increased
33
PIM
Platinum Investment Management
Australia
$123M +$66.6M 1 4.78% Increased
34
Citigroup
Citigroup
New York
$107M -$8.07M 10 0.08% Reduced
35
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$105M +$11.6M 13 0.02% Increased
36
LHCM
Lloyd Harbor Capital Management
New York
$101M -$12.3M 5 38.59% Reduced
37
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$100M -$6.07M 1 3.75% Reduced
38
Aristotle Capital Management
Aristotle Capital Management
California
$98.5M -$113K 1 0.21% Reduced
39
Jane Street
Jane Street
New York
$87.8M +$23.2M 11 0.03% Increased
40
Goldman Sachs
Goldman Sachs
New York
$85.7M -$12.5M 10 0.02% Reduced
41
P3I
Progeny 3 Inc
Washington
$83.6M -$983K 1 11.4% Reduced
42
Amundi
Amundi
France
$83.3M -$780K 1 0.04% Reduced
43
Point72 Asset Management
Point72 Asset Management
Connecticut
$81.1M +$2.69M 4 0.24% Increased
44
Legal & General Group
Legal & General Group
United Kingdom
$80.2M +$334K 7 0.03% Increased
45
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$79.2M +$740K 5 0.33% Increased
46
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$78M -$1.75M 10 0.13% Reduced
47
Swiss National Bank
Swiss National Bank
Switzerland
$75.5M -$5.77M 6 0.06% Reduced
48
ACM
Azarias Capital Management
Pennsylvania
$72.2M +$6.11M 6 35.69% Increased
49
Wellington Management Group
Wellington Management Group
Massachusetts
$71.8M -$51.6M 1 0.01% Reduced
50
TD Asset Management
TD Asset Management
Ontario, Canada
$70M +$4.99M 4 0.08% Increased
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