← 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 Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$180M -$26.6M 4 0.34% Reduced
27
William Blair Investment Management
William Blair Investment Management
Illinois
$176M -$35.1M 1 0.51% Reduced
28
State Street
State Street
Massachusetts
$174M +$8.49M 7 0.01% Increased
29
Geode Capital Management
Geode Capital Management
Massachusetts
$156M +$7.65M 9 0.02% Increased
30
Bank of New York Mellon
Bank of New York Mellon
New York
$154M -$19.8M 7 0.03% Reduced
31
Invesco
Invesco
Georgia
$151M -$34.1M 8 0.04% Reduced
32
CIBC World Market
CIBC World Market
Ontario, Canada
$148M -$4.6M 6 0.37% Reduced
33
Canoe Financial
Canoe Financial
Alberta, Canada
$134M +$33.6M 2 2.62% Increased
34
PIM
Platinum Investment Management
Australia
$133M -$627K 1 5.39% Reduced
35
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$118M +$7.31M 12 0.02% Increased
36
Man Group
Man Group
United Kingdom
$108M +$105M 5 0.3% New
37
Goldman Sachs
Goldman Sachs
New York
$107M +$12.7M 10 0.02% Increased
38
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$106M +$19.4M 5 0.4% Increased
39
SCM
Segra Capital Management
Florida
$103M -$48.1M 3 82.71% Reduced
40
Marshall Wace
Marshall Wace
United Kingdom
$103M -$48.5M 7 0.17% Reduced
41
Two Sigma Investments
Two Sigma Investments
New York
$100M +$91.2M 5 0.23% Increased
42
Amundi
Amundi
France
$96.8M -$5.13M 2 0.04% Reduced
43
Point72 Asset Management
Point72 Asset Management
Connecticut
$96.2M +$6.15M 5 0.23% Increased
44
Citigroup
Citigroup
New York
$95.1M -$20.3M 10 0.07% Reduced
45
Legal & General Group
Legal & General Group
United Kingdom
$91.1M +$3.64M 7 0.03% Increased
46
P3I
Progeny 3 Inc
Washington
$90.9M $0 1 11.27% Maintained
47
TD Asset Management
TD Asset Management
Ontario, Canada
$88.6M +$11.3M 4 0.09% Increased
48
Vident Advisory
Vident Advisory
Georgia
$84.8M +$22.9M 8 2.13% Increased
49
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$81.1M -$3.29M 7 0.12% Reduced
50
Swiss National Bank
Swiss National Bank
Switzerland
$78.4M -$3.21M 6 0.06% Reduced
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