← 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
Goldman Sachs
Goldman Sachs
New York
$205M -$61.1M 12 0.03% Reduced
27
State Street
State Street
Massachusetts
$196M +$28.1M 7 0.01% Increased
28
Geode Capital Management
Geode Capital Management
Massachusetts
$183M +$16.5M 10 0.02% Increased
29
CIBC World Market
CIBC World Market
Ontario, Canada
$165M +$794K 6 0.38% Increased
30
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$155M -$24.1M 4 0.3% Reduced
31
National Bank of Canada
National Bank of Canada
Quebec, Canada
$151M +$18.7M 12 0.21% Increased
32
PIM
Platinum Investment Management
Australia
$143M -$9.31M 1 5.79% Reduced
33
Invesco
Invesco
Georgia
$143M +$14.1M 10 0.03% Increased
34
Legal & General Group
Legal & General Group
United Kingdom
$133M +$5.66M 9 0.04% Increased
35
Bank of New York Mellon
Bank of New York Mellon
New York
$132M -$22.7M 9 0.03% Reduced
36
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$126M -$17.2M 5 0.45% Reduced
37
VanEck Associates
VanEck Associates
New York
$123M +$41.7M 7 0.17% Increased
38
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$123M +$94.5M 6 0.77% Increased
39
Vident Advisory
Vident Advisory
Georgia
$119M +$16.9M 8 3.29% Increased
40
Aristotle Capital Management
Aristotle Capital Management
California
$117M +$2.12M 1 0.23% Increased
41
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116M +$73.9M 14 0.62% Increased
42
TD Asset Management
TD Asset Management
Ontario, Canada
$112M +$12.2M 4 0.1% Increased
43
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M +$22.5M 9 0.1% Increased
44
Citigroup
Citigroup
New York
$109M +$25.5M 11 0.07% Increased
45
Amundi
Amundi
France
$106M -$5.61M 2 0.04% Reduced
46
P3I
Progeny 3 Inc
Washington
$104M $0 1 9.95% Maintained
47
SCM
Segra Capital Management
Florida
$101M -$21M 3 79.84% Reduced
48
GRA
Goehring & Rozencwajg Associates
New York
$86M +$3.57M 8 17.08% Increased
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$85.2M +$66.8M 1 0.29% Increased
50
Castle Hook Partners
Castle Hook Partners
New York
$82.8M +$27.5M 2 1.95% Increased
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