← 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
AGF Management
AGF Management
Ontario, Canada
$166M +$30.3M 1 0.88% Increased
27
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$165M -$39.5M 7 0.02% Reduced
28
Goldman Sachs
Goldman Sachs
New York
$165M +$36.8M 12 0.03% Increased
29
Invesco
Invesco
Georgia
$162M -$12.2M 10 0.03% Reduced
30
SCM
Segra Capital Management
Florida
$157M +$47.1M 6 50.14% Increased
31
MI
MMCAP International
Cayman Islands
$157M +$31.4M 7 26.71% Increased
32
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$156M +$111M 15 0.03% Increased
33
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$147M +$2.18M 10 0.14% Increased
34
CIBC World Market
CIBC World Market
Ontario, Canada
$144M +$12.4M 8 0.31% Increased
35
William Blair Investment Management
William Blair Investment Management
Illinois
$138M -$32.8M 1 0.39% Reduced
36
L1 Capital
L1 Capital
Australia
$137M +$19.1M 1 12.79% Increased
37
Driehaus Capital Management
Driehaus Capital Management
Illinois
$136M -$25.5M 4 1.31% Reduced
38
Citigroup
Citigroup
New York
$128M +$44.9M 11 0.07% Increased
39
Citadel Advisors
Citadel Advisors
Florida
$127M +$31M 11 0.02% Increased
40
Millennium Management
Millennium Management
New York
$121M +$103M 11 0.06% Increased
41
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$118M -$11.8M 3 0.51% Reduced
42
Bridgewater Associates
Bridgewater Associates
Connecticut
$114M +$32.2M 11 0.53% Increased
43
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110M +$11.1M 15 0.54% Increased
44
TD Asset Management
TD Asset Management
Ontario, Canada
$109M +$1.15M 4 0.1% Increased
45
Legal & General Group
Legal & General Group
United Kingdom
$108M +$770K 9 0.03% Increased
46
Bank of New York Mellon
Bank of New York Mellon
New York
$103M -$26.1M 9 0.02% Reduced
47
P3I
Progeny 3 Inc
Washington
$95.4M +$2.35M 1 6.57% Increased
48
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$91.2M +$2.66M 1 0.03% Increased
49
Jane Street
Jane Street
New York
$89.5M -$3.76M 11 0.02% Reduced
50
Renaissance Technologies
Renaissance Technologies
New York
$88.6M +$84.9M 7 0.13% Increased