← 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
Intact Investment Management
Intact Investment Management
Quebec, Canada
$7.03M +$923K 2 0.28% Increased
52
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$7M -$17.2M 1 0.04% Reduced
53
CC
CQS Cayman
Cayman Islands
$6.69M $0 3 0.42% Maintained
54
APG Asset Management
APG Asset Management
Netherlands
$6.49M +$1.15M 1 0.01% Increased
55
UBS Group
UBS Group
Switzerland
$6.36M +$794K 8 0% Increased
56
Two Sigma Investments
Two Sigma Investments
New York
$6.36M +$6.14M 1 0.02% Increased
57
MIS
Morningstar Investment Services
Illinois
$6.3M -$299K 1 0.13% Reduced
58
Legal & General Group
Legal & General Group
United Kingdom
$6.25M -$14.1M 2 0% Reduced
59
Credit Suisse
Credit Suisse
Switzerland
$6.13M +$410K 5 0.01% Increased
60
Aristotle Capital Management
Aristotle Capital Management
California
$6.02M -$2.13M 1 0.04% Reduced
61
Goldman Sachs
Goldman Sachs
New York
$5.93M -$6.56M 6 0% Reduced
62
Northern Trust
Northern Trust
Illinois
$5.88M -$180K 3 0% Reduced
63
H
Hexavest
Quebec, Canada
$5.77M -$77.5K 1 0.07% Reduced
64
Gabelli Funds
Gabelli Funds
New York
$5.67M -$422K 1 0.03% Reduced
65
FRM
Foundation Resource Management
Arkansas
$5.46M -$2.29M 1 0.98% Reduced
66
JP Morgan Chase
JP Morgan Chase
New York
$5.03M -$1.81M 3 0% Reduced
67
BCM
Bienville Capital Management
New York
$4.79M +$4.47M 4 0.83% New
68
Bank of New York Mellon
Bank of New York Mellon
New York
$4.76M +$166K 4 0% Increased
69
PHAM
Pacific Heights Asset Management
California
$4.62M $0 1 0.45% Maintained
70
TCM
Tanaka Capital Management
New York
$4.53M +$37.2K 2 10.35% Increased
71
KeyBank National Association
KeyBank National Association
Ohio
$4.33M +$4.4M 1 0.02% New
72
Group One Trading
Group One Trading
Illinois
$4.31M +$1.09M 2 0.03% Increased
73
Geode Capital Management
Geode Capital Management
Massachusetts
$3.99M -$86.7K 3 0% Reduced
74
CC
Cambrian Capital
California
$3.87M $0 1 4.73% Maintained
75
First Eagle Investment Management
First Eagle Investment Management
New York
$3.8M +$873K 1 0.01% Increased
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