← 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
Credit Suisse
Switzerland
$11.3M -$696K 4 0.01% Reduced
52
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$11.2M -$212K 1 0.55% Reduced
53
Deutsche Bank
Deutsche Bank
Germany
$10.8M +$444K 6 0.01% Increased
54
Aristotle Capital Management
Aristotle Capital Management
California
$10.7M +$37.1K 1 0.13% Increased
55
Tocqueville Asset Management
Tocqueville Asset Management
New York
$9.81M -$407K 1 0.12% Reduced
56
HCM
Huber Capital Management
California
$9.78M -$3.95M 1 0.28% Reduced
57
Citigroup
Citigroup
New York
$9.7M +$229K 7 0.01% Increased
58
D.E. Shaw & Co
D.E. Shaw & Co
New York
$9.49M -$5.93M 2 0.01% Reduced
59
BlackRock Investment Management
BlackRock Investment Management
Delaware
$9.04M +$2.4M 4 0.01% Increased
60
Bank of America
Bank of America
North Carolina
$9.02M -$1.54M 7 0% Reduced
61
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.87M +$7.94M 1 0.02% New
62
LM
Lincluden Management
Ontario, Canada
$8.67M -$947K 1 1.07% Reduced
63
JP Morgan Chase
JP Morgan Chase
New York
$8.62M +$795K 3 0% Increased
64
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$8.48M -$995K 1 0.21% Reduced
65
APG Asset Management
APG Asset Management
Netherlands
$8.36M $0 1 0.02% Maintained
66
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$7.91M $0 1 0.04% Maintained
67
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$7.9M +$2.39M 4 0% Increased
68
KJHP
K.J. Harrison & Partners
Ontario, Canada
$7.5M $0 2 2.23% Maintained
69
Wells Fargo
Wells Fargo
California
$7.29M -$126K 6 0% Reduced
70
Bank of New York Mellon
Bank of New York Mellon
New York
$7.15M -$873K 4 0% Reduced
71
KL
KGH Ltd
Bahamas
$7.15M +$14.2M 1 0.58% New
72
PHAM
Pacific Heights Asset Management
California
$7.14M $0 1 0.48% Maintained
73
Citadel Advisors
Citadel Advisors
Florida
$6.95M -$4.28M 4 0.01% Reduced
74
Goldman Sachs
Goldman Sachs
New York
$6.89M +$169K 4 0% Increased
75
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.87M -$7.1M 1 0.06% Reduced