← 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
CIBC World Market
CIBC World Market
Ontario, Canada
$429M -$12.5M 9 0.7% Reduced
27
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$428M -$10.8M 12 0.37% Reduced
28
National Bank of Canada
National Bank of Canada
Quebec, Canada
$369M +$17.7M 17 0.33% Increased
29
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$369M +$380M 1 17.55% Increased
30
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$369M -$233M 1 10.73% Reduced
31
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$363M -$1.49M 2 0.12% Reduced
32
UBS Group
UBS Group
Switzerland
$357M -$36.7M 19 0.05% Reduced
33
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$347M -$211M 15 0.04% Reduced
34
Amundi
Amundi
France
$312M +$49.7M 6 0.09% Increased
35
Legal & General Group
Legal & General Group
United Kingdom
$309M -$2.38M 8 0.07% Reduced
36
Bank of New York Mellon
Bank of New York Mellon
New York
$300M -$14.5M 9 0.06% Reduced
37
Ameriprise
Ameriprise
Minnesota
$298M +$37M 6 0.07% Increased
38
Wellington Management Group
Wellington Management Group
Massachusetts
$296M +$166M 6 0.06% Increased
39
Driehaus Capital Management
Driehaus Capital Management
Illinois
$295M -$125M 5 2.17% Reduced
40
Aristotle Capital Management
Aristotle Capital Management
California
$292M +$136M 1 0.61% Increased
41
AGF Management
AGF Management
Ontario, Canada
$284M +$16.6M 3 1.27% Increased
42
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$268M +$30.6M 1 0.17% Increased
43
P3I
Progeny 3 Inc
Washington
$255M $0 1 13.63% Maintained
44
AllianceBernstein
AllianceBernstein
Tennessee
$245M +$40M 8 0.08% Increased
45
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$240M +$255M 8 0.13% New
46
GRA
Goehring & Rozencwajg Associates
New York
$229M +$44.5M 8 12.33% Increased
47
Victory Capital Management
Victory Capital Management
Texas
$226M +$72.3M 4 0.14% Increased
48
D.E. Shaw & Co
D.E. Shaw & Co
New York
$212M -$32.5M 11 0.13% Reduced
49
Swiss National Bank
Swiss National Bank
Switzerland
$208M +$36.3M 7 0.12% Increased
50
Man Group
Man Group
United Kingdom
$206M -$29.5M 5 0.37% Reduced