← 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
State Street
State Street
Massachusetts
$213M +$3.72M 7 0.01% Increased
27
UBS Group
UBS Group
Switzerland
$209M +$114M 15 0.04% Increased
28
William Blair Investment Management
William Blair Investment Management
Illinois
$209M -$70.1M 1 0.51% Reduced
29
Driehaus Capital Management
Driehaus Capital Management
Illinois
$203M +$110M 4 1.68% Increased
30
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$203M -$844K 5 0.67% Reduced
31
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196M -$9.33M 10 0.17% Reduced
32
MI
MMCAP International
Cayman Islands
$193M -$123M 7 29.07% Reduced
33
SCM
Segra Capital Management
Florida
$181M -$40.9M 6 68.49% Reduced
34
AGF Management
AGF Management
Ontario, Canada
$174M +$65M 1 0.87% Increased
35
Goldman Sachs
Goldman Sachs
New York
$167M -$24.6M 12 0.03% Reduced
36
CIBC World Market
CIBC World Market
Ontario, Canada
$166M -$26.6M 6 0.35% Reduced
37
Marshall Wace
Marshall Wace
United Kingdom
$164M +$52.2M 7 0.2% Increased
38
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$162M -$8.27M 3 0.73% Reduced
39
Bank of New York Mellon
Bank of New York Mellon
New York
$155M -$17.1M 9 0.03% Reduced
40
Wellington Management Group
Wellington Management Group
Massachusetts
$141M +$41.1M 6 0.03% Increased
41
TD Asset Management
TD Asset Management
Ontario, Canada
$140M +$6.22M 4 0.12% Increased
42
Legal & General Group
Legal & General Group
United Kingdom
$135M -$7.05M 9 0.04% Reduced
43
Citadel Advisors
Citadel Advisors
Florida
$135M +$56.7M 13 0.02% Increased
44
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126M -$7.88M 15 0.64% Reduced
45
Aristotle Capital Management
Aristotle Capital Management
California
$118M -$2.67M 1 0.23% Reduced
46
P3I
Progeny 3 Inc
Washington
$117M $0 1 9.26% Maintained
47
Jane Street
Jane Street
New York
$116M +$28.8M 13 0.03% Increased
48
Bridgewater Associates
Bridgewater Associates
Connecticut
$113M -$143M 11 0.52% Reduced
49
Amundi
Amundi
France
$111M +$1.77M 3 0.04% Increased
50
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$111M +$445K 1 0.04% Increased