← 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
51	Credit Suisse Zurich, Switzerland	$23.6M	+$1.63M	5	0.02%	Increased
52	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$23.1M	-$2.56M	1	0.28%	Reduced
53	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$22.7M	-$523K	1	0.05%	Reduced
54	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$22.7M	+$9.07M	1	0.17%	Increased
55	TIAA CREF Investment Management New York	$20.1M	+$18.2M	3	0.01%	Increased
56	Global X Management Company New York	$19.6M	+$7.54M	3	1.33%	Increased
57	BlackRock Fund Advisors San Francisco, California	$18.9M	+$280K	4	0.01%	Increased
58	GAI General American Investors New York	$18.3M	+$1.23M	1	1.53%	Increased
59	KGI Kopernik Global Investors Tampa, Florida	$16.1M	+$8.27M	1	8.83%	Increased
60	LM Lincluden Management Mississauga, Ontario, Canada	$16M	+$11.6M	1	1.5%	Increased
61	Dimensional Fund Advisors Austin, Texas	$15.6M	-$1.2M	3	0.01%	Reduced
62	Mackenzie Financial Toronto Ontario, Ontario, Canada	$15.6M	-$52.1M	1	0.08%	Reduced
63	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$14.6M	+$14.2M	1	3.07%	New
64	OppenheimerFunds New York	$14.5M	+$5.77M	1	0.02%	Increased
65	UBS Zurich, Switzerland	$14.3M	+$968K	7	0.01%	Increased
66	Scotia Capital Toronto, Ontario, Canada	$13.7M	+$2.53M	2	0.3%	Increased
67	Bank of New York Mellon New York	$12.6M	-$691K	4	0%	Reduced
68	Spot Trading Chicago, Illinois	$12.5M	+$2.09M	2	0.07%	Increased
69	THCM Tipp Hill Capital Management New York	$12.3M	+$3.92M	3	9.2%	Increased
70	GRP Geologic Resource Partners Boston, Massachusetts	$12.2M	-$9.43M	1	8.85%	Reduced
71	Deutsche Bank Frankfurt Am Main Ge, Germany	$12.2M	+$1.63M	6	0.01%	Increased
72	Wells Fargo San Francisco, California	$12.2M	-$83.6K	6	0.01%	Reduced
73	GS Gagnon Securities New York	$11.9M	+$11.6M	3	3.53%	New
74	CC Cambrian Capital San Francisco, California	$11.6M	-$275K	1	2.93%	Reduced
75	Citadel Advisors Miami, Florida	$11.5M	+$7.25M	4	0.01%	Increased