← 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
Tocqueville Asset Management
Tocqueville Asset Management
New York
$8.13M +$42.2K 1 0.1% Increased
52
Aristotle Capital Management
Aristotle Capital Management
California
$8.1M +$909K 1 0.07% Increased
53
OWIM
Old West Investment Management
California
$7.95M -$249K 1 4.24% Reduced
54
MC
Muhlenkamp & Co
Pennsylvania
$7.92M -$8.85K 1 2.48% Reduced
55
FRM
Foundation Resource Management
Arkansas
$7.65M +$53.1K 1 1.37% Increased
56
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$7.43M -$1.86M 6 0.12% Reduced
57
SEI Investments
SEI Investments
Pennsylvania
$6.97M +$7.59M 1 0.03% Increased
58
APG Asset Management
APG Asset Management
Netherlands
$6.58M +$807K 1 0.01% Increased
59
CC
CQS Cayman
Cayman Islands
$6.4M -$186K 3 0.44% Reduced
60
H
Hexavest
Quebec, Canada
$6.23M $0 1 0.08% Maintained
61
Gabelli Funds
Gabelli Funds
New York
$5.89M -$49.7K 1 0.04% Reduced
62
MIS
Morningstar Investment Services
Illinois
$5.79M +$1.62M 1 0.13% Increased
63
Northern Trust
Northern Trust
Illinois
$5.42M +$1.31M 3 0% Increased
64
Citadel Advisors
Citadel Advisors
Florida
$5.38M -$1.09M 5 0% Reduced
65
Barclays
Barclays
United Kingdom
$5.12M +$5.29M 6 0.01% Increased
66
Intact Investment Management
Intact Investment Management
Quebec, Canada
$4.55M +$1.26M 1 0.2% Increased
67
PHAM
Pacific Heights Asset Management
California
$4.55M $0 1 0.43% Maintained
68
CC
Cambrian Capital
California
$4.5M +$4.47M 1 5.08% New
69
Bank of New York Mellon
Bank of New York Mellon
New York
$4.35M -$476K 5 0% Reduced
70
IA
Icon Advisers
Colorado
$4.27M $0 1 0.3% Maintained
71
Wells Fargo
Wells Fargo
California
$4.21M -$4.17M 6 0% Reduced
72
UBS Group
UBS Group
Switzerland
$4.11M +$1.22M 7 0% Increased
73
TCM
Tanaka Capital Management
New York
$3.97M +$3.92M 2 9.09% Increased
74
Geode Capital Management
Geode Capital Management
Massachusetts
$3.7M +$476K 3 0% Increased
75
HGI
Hansberger Growth Investors
Wisconsin
$3.62M -$1.27M 1 4.93% Reduced
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