← 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
Goldman Sachs
Goldman Sachs
New York
$12.9M +$961K 5 0% Increased
52
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.8M -$498K 1 0.1% Reduced
53
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$12.8M +$915K 2 0.05% Increased
54
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$12.6M $0 1 0.22% Maintained
55
Allianz Asset Management
Allianz Asset Management
Germany
$12.5M -$8K 1 0.01% Reduced
56
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$11.9M +$336K 6 0.01% Increased
57
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$10.5M -$1.75M 4 0% Reduced
58
Credit Suisse
Credit Suisse
Switzerland
$9.48M +$652K 3 0.01% Increased
59
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.19M +$1.63M 1 0.08% Increased
60
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$9.03M $0 1 0.25% Maintained
61
UBS Group
UBS Group
Switzerland
$9M -$1.3M 7 0.01% Reduced
62
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$8.59M -$221K 1 0.56% Reduced
63
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.38M +$3.28M 1 0.02% Increased
64
EA
Euclid Advisors
Connecticut
$8.01M +$2.35M 2 0.24% Increased
65
Aristotle Capital Management
Aristotle Capital Management
California
$7.82M -$243K 1 0.09% Reduced
66
BlackRock Investment Management
BlackRock Investment Management
Delaware
$7.27M +$110K 4 0.01% Increased
67
JP Morgan Chase
JP Morgan Chase
New York
$7.25M +$2.65M 5 0% Increased
68
Tocqueville Asset Management
Tocqueville Asset Management
New York
$6.67M -$1.53M 1 0.09% Reduced
69
Bank of New York Mellon
Bank of New York Mellon
New York
$6.61M +$679K 4 0% Increased
70
Citigroup
Citigroup
New York
$6.59M -$469K 7 0.01% Reduced
71
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$6.27M $0 1 0.04% Maintained
72
APG Asset Management
APG Asset Management
Netherlands
$6.2M $0 1 0.01% Maintained
73
PHAM
Pacific Heights Asset Management
California
$6.17M $0 1 0.63% Maintained
74
Millennium Management
Millennium Management
New York
$6.01M -$13.4M 2 0.01% Reduced
75
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$5.8M +$1.8M 1 0.02% Increased
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