← 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
UBS Group
UBS Group
Switzerland
$325M +$19.3M 16 0.06% Increased
27
Invesco
Invesco
Georgia
$300M +$9.85M 9 0.05% Increased
28
William Blair Investment Management
William Blair Investment Management
Illinois
$287M +$27M 1 0.76% Increased
29
Ameriprise
Ameriprise
Minnesota
$281M -$44.6M 5 0.07% Reduced
30
SCM
Segra Capital Management
Florida
$274M +$23.9M 6 75.64% Increased
31
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$269M +$44.3M 3 0.95% Increased
32
AGF Management
AGF Management
Ontario, Canada
$251M -$35.2M 1 1.14% Reduced
33
CIBC World Market
CIBC World Market
Ontario, Canada
$239M -$12.7M 11 0.47% Reduced
34
L1 Capital
L1 Capital
Australia
$235M +$18.4M 2 14.22% Increased
35
Citadel Advisors
Citadel Advisors
Florida
$227M +$9.14M 12 0.04% Increased
36
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$215M -$24.9M 10 0.19% Reduced
37
Millennium Management
Millennium Management
New York
$212M +$1.3M 11 0.1% Increased
38
Citigroup
Citigroup
New York
$207M -$16.5M 11 0.1% Reduced
39
TD Asset Management
TD Asset Management
Ontario, Canada
$200M +$8.04M 4 0.17% Increased
40
Legal & General Group
Legal & General Group
United Kingdom
$191M -$1.71M 8 0.05% Reduced
41
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191M -$2.84M 15 0.84% Reduced
42
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$190M +$18M 1 0.06% Increased
43
MI
MMCAP International
Cayman Islands
$184M -$39.5M 8 22.08% Reduced
44
P3I
Progeny 3 Inc
Washington
$181M +$6.65M 1 10.17% Increased
45
Bank of New York Mellon
Bank of New York Mellon
New York
$175M -$20.5M 9 0.03% Reduced
46
Amundi
Amundi
France
$161M +$12.2M 3 0.06% Increased
47
Aristotle Capital Management
Aristotle Capital Management
California
$159M -$125M 1 0.31% Reduced
48
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$154M -$4.58M 2 3.41% Reduced
49
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$148M -$312K 6 0.03% Reduced
50
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$141M -$6.92M 1 0.12% Reduced