← 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
Citigroup
Citigroup
New York
$7.67M -$1.17M 4 0.01% Reduced
52
Credit Suisse
Credit Suisse
Switzerland
$7.41M +$165K 5 0.01% Increased
53
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.21M +$161K 1 0.07% Increased
54
JP Morgan Chase
JP Morgan Chase
New York
$7.03M +$95.3K 4 0% Increased
55
SCM
Shah Capital Management
North Carolina
$6.98M +$3.99M 1 3.73% Increased
56
Gabelli Funds
Gabelli Funds
New York
$6.63M +$2.89M 1 0.04% Increased
57
HCM
Hilton Capital Management
New York
$6.62M +$5.71M 1 1.4% New
58
APG Asset Management
APG Asset Management
Netherlands
$6.47M +$1.33M 1 0.01% Increased
59
OWIM
Old West Investment Management
California
$6.09M +$5.26M 1 3.72% New
60
MC
Muhlenkamp & Co
Pennsylvania
$5.77M +$4.98M 1 1.82% New
61
Fidelity Investments
Fidelity Investments
Massachusetts
$5.35M +$995K 2 0% Increased
62
D.E. Shaw & Co
D.E. Shaw & Co
New York
$5.34M -$3.07M 2 0.01% Reduced
63
PHAM
Pacific Heights Asset Management
California
$5.24M $0 1 0.49% Maintained
64
HGI
Hansberger Growth Investors
Wisconsin
$5.04M -$339K 1 6.43% Reduced
65
Bank of New York Mellon
Bank of New York Mellon
New York
$4.88M -$373K 3 0% Reduced
66
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$4.81M +$475K 5 0.07% Increased
67
Renaissance Technologies
Renaissance Technologies
New York
$4.81M -$9.04M 3 0.01% Reduced
68
GP
GLG Partners
United Kingdom
$4.63M +$93.9K 2 0.18% Increased
69
Two Sigma Advisers
Two Sigma Advisers
New York
$4.58M +$3.95M 1 0.02% New
70
CC
CQS Cayman
Cayman Islands
$4.5M +$777K 3 0.36% Increased
71
Northern Trust
Northern Trust
Illinois
$4.19M -$6.48M 2 0% Reduced
72
ACI
AMP Capital Investors
Australia
$4.1M +$523K 1 0.02% Increased
73
GIM
Goelzer Investment Management
Indiana
$4.02M +$632K 1 0.52% Increased
74
HHC
Hutchin Hill Capital
New York
$3.76M +$3.24M 1 0.13% New
75
Citadel Advisors
Citadel Advisors
Florida
$3.67M -$625K 3 0% Reduced