← 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
UBS O'Connor
UBS O'Connor
Illinois
$8.29M +$8.97M 1 0.18% New
52
Invesco
Invesco
Georgia
$8.17M +$6.76M 1 0% Increased
53
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$7.99M -$928K 2 0.05% Reduced
54
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.55M -$2.33M 1 0.08% Reduced
55
Aristotle Capital Management
Aristotle Capital Management
California
$7.49M +$140K 1 0.08% Increased
56
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$7.49M -$317K 1 0.44% Reduced
57
APG Asset Management
APG Asset Management
Netherlands
$7.16M $0 1 0.01% Maintained
58
JP Morgan Chase
JP Morgan Chase
New York
$6.94M -$6.06M 6 0% Reduced
59
Scotia Capital
Scotia Capital
Ontario, Canada
$6.84M +$1.37M 2 0.14% Increased
60
Citigroup
Citigroup
New York
$6.34M +$971K 5 0.01% Increased
61
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$6.25M +$737K 1 0.03% Increased
62
BlackRock Investment Management
BlackRock Investment Management
Delaware
$6.02M -$516K 3 0.01% Reduced
63
HGI
Hansberger Growth Investors
Wisconsin
$5.9M -$519K 1 4.58% Reduced
64
PHAM
Pacific Heights Asset Management
California
$5.49M $0 1 0.5% Maintained
65
Bank of New York Mellon
Bank of New York Mellon
New York
$5.35M -$403K 3 0% Reduced
66
UBS Group
UBS Group
Switzerland
$5.07M -$1.28M 6 0% Reduced
67
ACI
AMP Capital Investors
Australia
$5.01M -$378K 1 0.03% Reduced
68
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$4.32M +$4.52M 1 0.04% Increased
69
CC
CQS Cayman
Cayman Islands
$4.23M -$274K 2 0.37% Reduced
70
GP
GLG Partners
United Kingdom
$4.17M -$1.01M 2 0.12% Reduced
71
Citadel Advisors
Citadel Advisors
Florida
$4.07M -$3.88M 4 0% Reduced
72
Renaissance Technologies
Renaissance Technologies
New York
$4.07M -$138K 3 0.01% Reduced
73
Andra AP-fonden
Andra AP-fonden
Sweden
$4.03M -$699K 1 0.1% Reduced
74
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$3.78M +$1.24M 5 0.03% Increased
75
Gabelli Funds
Gabelli Funds
New York
$3.56M $0 1 0.02% Maintained