← 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
Legal & General Group
Legal & General Group
United Kingdom
$13M +$2.82M 4 0.01% Increased
52
T
TOBAM
France
$12.8M -$615K 1 0.62% Reduced
53
Goldman Sachs
Goldman Sachs
New York
$12.5M +$1.17M 6 0% Increased
54
UBS Group
UBS Group
Switzerland
$12.1M -$1.66M 8 0.01% Reduced
55
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9M -$4.96M 7 0.2% Reduced
56
Korea Investment Corp
Korea Investment Corp
South Korea
$11.6M +$3M 1 0.06% Increased
57
Two Sigma Advisers
Two Sigma Advisers
New York
$11.4M +$5.67M 2 0.03% Increased
58
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$10.8M +$5.14M 1 0.02% Increased
59
Discovery Capital Management
Discovery Capital Management
Connecticut
$10.3M +$10.5M 1 0.86% New
60
ARCM
Asia Research & Capital Management
Hong Kong
$10M +$8.52M 1 4.29% Increased
61
BCM
Bienville Capital Management
New York
$9.95M +$4.16M 7 1.92% Increased
62
Curi RMB Capital
Curi RMB Capital
Illinois
$9.44M +$10.1M 1 0.24% New
63
Walleye Trading
Walleye Trading
New York
$9.37M +$1.57M 1 0.07% Increased
64
Northern Trust
Northern Trust
Illinois
$9.06M +$522K 4 0% Increased
65
Group One Trading
Group One Trading
Illinois
$9.01M +$1.42M 3 0.08% Increased
66
KCM
Kingdon Capital Management
New York
$8.97M -$105K 1 1.35% Reduced
67
Allianz Asset Management
Allianz Asset Management
Germany
$8.27M -$2.87M 1 0.01% Reduced
68
Credit Suisse
Credit Suisse
Switzerland
$7.89M -$140K 5 0.01% Reduced
69
Marshall Wace
Marshall Wace
United Kingdom
$7.64M +$7.85M 2 0.08% New
70
MIS
Morningstar Investment Services
Illinois
$7.56M -$901K 1 0.15% Reduced
71
State Street
State Street
Massachusetts
$7.38M +$4.8M 3 0% Increased
72
Bank of New York Mellon
Bank of New York Mellon
New York
$7.18M +$112K 3 0% Increased
73
CC
CQS Cayman
Cayman Islands
$6.98M +$1.17M 3 0.48% Increased
74
Geode Capital Management
Geode Capital Management
Massachusetts
$6.81M +$1.19M 4 0% Increased
75
Marshall Wace North America
Marshall Wace North America
New York
$6.76M +$5.84M 2 0.07% Increased
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