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
New York
| $326M | -$121M | 13 | 0.04% | Reduced |
|
| 27 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $309M | +$41.7M | 9 | 0.25% | Increased |
|
| 28 |
L1 Capital
Melbourne VIC 3000,
Australia
| $305M | +$8.36M | 2 | 19.25% | Increased |
|
| 29 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $295M | +$105M | 14 | 0.03% | Increased |
|
| 30 |
CIBC World Market
Toronto,
Ontario, Canada
| $293M | +$18M | 8 | 0.53% | Increased |
|
| 31 |
CIBC Asset Management
Toronto,
Ontario, Canada
| $285M | -$91.5M | 5 | 0.82% | Reduced |
|
| 32 |
Jane Street
New York
| $264M | +$111M | 15 | 0.04% | Increased |
|
| 33 |
Invesco
Atlanta,
Georgia
| $263M | -$91.1M | 8 | 0.04% | Reduced |
|
| 34 |
Citadel Advisors
Miami,
Florida
| $259M | -$50.4M | 13 | 0.04% | Reduced |
|
| 35 |
Bank of New York Mellon
New York
| $251M | +$4.71M | 9 | 0.05% | Increased |
|
| 36 |
Citigroup
New York
| $246M | +$2.94M | 12 | 0.11% | Increased |
|
| 37 |
Dimensional Fund Advisors
Austin,
Texas
| $241M | -$6.4M | 6 | 0.05% | Reduced |
|
| 38 |
Legal & General Group
London,
United Kingdom
| $234M | +$8.3M | 8 | 0.05% | Increased |
|
| 39 |
Millennium Management
New York
| $232M | -$32.8M | 12 | 0.1% | Reduced |
|
| 40 |
D.E. Shaw & Co
New York
| $231M | +$19.2M | 9 | 0.13% | Increased |
|
| 41 |
Massachusetts Financial Services
Boston,
Massachusetts
| $231M | +$15.7M | 1 | 0.07% | Increased |
|
| 42 |
William Blair Investment Management
Chicago,
Illinois
| $221M | -$95.5M | 1 | 0.57% | Reduced |
|
| 43 |
Victory Capital Management
San Antonio,
Texas
| $213M | +$39.1M | 3 | 0.12% | Increased |
|
| 44 |
P3I
Progeny 3 Inc
Kirkland,
Washington
| $205M | $0 | 1 | 10.57% | Maintained |
|
| 45 |
AGF Management
Toronto,
Ontario, Canada
| $204M | -$74.1M | 2 | 0.9% | Reduced |
|
| 46 |
Castle Hook Partners
New York
| $200M | +$113M | 1 | 1.02% | Increased |
|
| 47 |
Amundi
Paris,
France
| $200M | +$6.99M | 3 | 0.06% | Increased |
|
| 48 |
W.H. Reaves & Co
Jersey City,
New Jersey
| $187M | -$7.84M | 2 | 3.33% | Reduced |
|
| 49 |
Encompass Capital Advisors
New York
| $187M | +$14.8M | 5 | 6.57% | Increased |
|
| 50 |
Ameriprise
Minneapolis,
Minnesota
| $187M | -$208M | 5 | 0.04% | Reduced |
|