← 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
Wellington Management Group
Wellington Management Group
Massachusetts
$8.1M -$27.2M 1 0% Reduced
52
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$8.09M -$2.48M 3 0.05% Reduced
53
FRM
Foundation Resource Management
Arkansas
$8.09M -$40.3K 1 1.34% Reduced
54
Citadel Advisors
Citadel Advisors
Florida
$7.52M +$1.93M 6 0.01% Increased
55
Renaissance Technologies
Renaissance Technologies
New York
$7.19M +$6.91M 2 0.01% Increased
56
APG Asset Management
APG Asset Management
Netherlands
$6.93M +$1.6M 1 0.01% Increased
57
MIS
Morningstar Investment Services
Illinois
$6.91M +$770K 1 0.15% Increased
58
Gabelli Funds
Gabelli Funds
New York
$6.37M +$119K 1 0.04% Increased
59
H
Hexavest
Quebec, Canada
$6.08M -$535K 1 0.07% Reduced
60
Credit Suisse
Credit Suisse
Switzerland
$5.83M -$6.95M 4 0.01% Reduced
61
Intact Investment Management
Intact Investment Management
Quebec, Canada
$5.8M +$948K 1 0.25% Increased
62
JP Morgan Chase
JP Morgan Chase
New York
$5.75M -$2.19M 3 0% Reduced
63
UBS Group
UBS Group
Switzerland
$5.7M +$1.45M 7 0% Increased
64
Northern Trust
Northern Trust
Illinois
$5.65M +$372K 3 0% Increased
65
CC
CQS Cayman
Cayman Islands
$5.6M -$292K 3 0.38% Reduced
66
PHAM
Pacific Heights Asset Management
California
$4.83M $0 1 0.46% Maintained
67
Bank of New York Mellon
Bank of New York Mellon
New York
$4.61M +$116K 6 0% Increased
68
TCM
Tanaka Capital Management
New York
$3.9M -$129K 2 8.7% Reduced
69
HGI
Hansberger Growth Investors
Wisconsin
$3.77M -$71K 1 5.09% Reduced
70
Geode Capital Management
Geode Capital Management
Massachusetts
$3.69M +$141K 3 0% Increased
71
Group One Trading
Group One Trading
Illinois
$3.4M -$65.9K 3 0.03% Reduced
72
CC
Cambrian Capital
California
$3.36M -$1.27M 1 4.09% Reduced
73
Canada Life
Canada Life
Manitoba, Canada
$3.33M +$563K 3 0.01% Increased
74
T
TOBAM
France
$3.12M -$69.5K 1 0.12% Reduced
75
First Eagle Investment Management
First Eagle Investment Management
New York
$3.08M $0 1 0.01% Maintained