← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$11M -$2.02M 4 0% Reduced
52
Legal & General Group
Legal & General Group
United Kingdom
$10.3M +$2.66M 4 0.01% Increased
53
MC
Muhlenkamp & Co
Pennsylvania
$9.76M $0 1 3.72% Maintained
54
NC
Northpointe Capital
Michigan
$9.43M +$8.4M 2 1.25% Increased
55
1832 Asset Management
1832 Asset Management
Ontario, Canada
$9.41M -$3.06M 2 0.03% Reduced
56
Brandes Investment Partners
Brandes Investment Partners
California
$9.12M -$11.1M 1 0.21% Reduced
57
Goldman Sachs
Goldman Sachs
New York
$8.62M +$3.76M 6 0% Increased
58
MIS
Morningstar Investment Services
Illinois
$8.48M -$110K 1 0.16% Reduced
59
Northern Trust
Northern Trust
Illinois
$8.46M +$1.86M 4 0% Increased
60
Moore Capital Management
Moore Capital Management
New York
$8.36M +$8.42M 2 0.2% New
61
Aristotle Capital Management
Aristotle Capital Management
California
$7.55M -$3.56M 1 0.05% Reduced
62
JP Morgan Chase
JP Morgan Chase
New York
$6.94M +$1.44M 4 0% Increased
63
FRM
Foundation Resource Management
Arkansas
$6.72M +$28.9K 1 1.3% Increased
64
CC
CQS Cayman
Cayman Islands
$6.7M $0 3 0.36% Maintained
65
Credit Suisse
Credit Suisse
Switzerland
$6.55M +$528K 5 0.01% Increased
66
Two Sigma Advisers
Two Sigma Advisers
New York
$6.22M +$5.49M 1 0.02% Increased
67
Renaissance Technologies
Renaissance Technologies
New York
$6.17M +$3.79M 4 0.01% Increased
68
Citadel Advisors
Citadel Advisors
Florida
$6.11M -$6.92M 7 0% Reduced
69
State Street
State Street
Massachusetts
$5.95M +$2.17M 2 0% Increased
70
Walleye Trading
Walleye Trading
New York
$5.79M +$4.69M 1 0.03% Increased
71
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.75M -$2.7M 2 0.04% Reduced
72
PHAM
Pacific Heights Asset Management
California
$5.63M $0 1 0.58% Maintained
73
Bank of New York Mellon
Bank of New York Mellon
New York
$5.53M +$10.9K 3 0% Increased
74
Geode Capital Management
Geode Capital Management
Massachusetts
$5.43M +$725K 4 0% Increased
75
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.37M -$1.39M 1 0.03% Reduced