← 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	Allianz Asset Management Munich, Germany	$11.9M	-$3.11M	1	0.01%	Reduced
52	Goldman Sachs New York	$11.8M	+$6.67M	4	0%	Increased
53	D.E. Shaw & Co New York	$11.3M	+$3.58M	3	0.02%	Increased
54	I.G. Investment Management Winnipeg, Manitoba, Canada	$11.2M	+$777K	2	0.05%	Increased
55	Citadel Advisors Miami, Florida	$9.99M	+$4.61M	5	0.01%	Increased
56	UBS Group Zurich, Switzerland	$9.97M	-$5.85M	7	0.01%	Reduced
57	ArrowMark Colorado Holdings Denver, Colorado	$8.91M	+$1.87M	1	0.24%	Increased
58	Credit Suisse Zurich, Switzerland	$8.71M	-$892K	4	0.01%	Reduced
59	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$8.69M	-$932K	1	0.54%	Reduced
60	UBS O'Connor Chicago, Illinois	$8.64M	+$9.59M	1	0.08%	New
61	Tocqueville Asset Management New York	$8.03M	-$366K	1	0.11%	Reduced
62	Aristotle Capital Management Los Angeles, California	$7.95M	-$1.29M	1	0.1%	Reduced
63	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$7.52M	+$1.89M	1	0.06%	Increased
64	Deutsche Bank Frankfurt Am Main Ge, Germany	$7.16M	-$2.12M	6	0.01%	Reduced
65	BlackRock Investment Management Wilmington, Delaware	$7.06M	-$345K	4	0.01%	Reduced
66	Citigroup New York	$6.94M	-$1.42M	6	0.01%	Reduced
67	HCM Huber Capital Management El Segundo, California	$6.85M	-$1.65M	1	0.24%	Reduced
68	State of Tennessee, Department of Treasury Nashville, Tennessee	$6.19M	-$570K	1	0.04%	Reduced
69	APG Asset Management Amsterdam, Netherlands	$6.12M	-$1.08M	1	0.01%	Reduced
70	PHAM Pacific Heights Asset Management San Francisco, California	$6.08M	$0	1	0.48%	Maintained
71	Bank of New York Mellon New York	$5.86M	-$15.3K	4	0%	Reduced
72	EA Euclid Advisors Hartford, Connecticut	$5.68M	+$1.6M	2	0.26%	Increased
73	HGI Hansberger Growth Investors Madison, Wisconsin	$5.61M	-$68.2K	1	4.02%	Reduced
74	BlackRock Institutional Trust San Francisco, California	$5.4M	-$63K	4	0%	Reduced
75	Invesco Atlanta, Georgia	$5.14M	+$2.89M	2	0%	Increased