← 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
Canada Life
Canada Life
Manitoba, Canada
$14.1M -$17.1K 2 0.04% Reduced
52
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$13.6M +$2.47M 1 0.03% Increased
53
Two Sigma Advisers
Two Sigma Advisers
New York
$12.5M +$682K 2 0.03% Increased
54
Curi RMB Capital
Curi RMB Capital
Illinois
$11.2M +$1.12M 1 0.28% Increased
55
Goldman Sachs
Goldman Sachs
New York
$10.3M -$2.71M 6 0% Reduced
56
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10M -$2.64M 7 0.15% Reduced
57
MC
Muhlenkamp & Co
Pennsylvania
$9.99M +$10.2M 1 4.73% New
58
KCM
Kingdon Capital Management
New York
$9.7M +$390K 1 1.3% Increased
59
Northern Trust
Northern Trust
Illinois
$9.68M -$217K 4 0% Reduced
60
State Street
State Street
Massachusetts
$8.97M +$490K 3 0% Increased
61
Allianz Asset Management
Allianz Asset Management
Germany
$8.8M +$204K 1 0.01% Increased
62
Geode Capital Management
Geode Capital Management
Massachusetts
$8.37M +$960K 5 0% Increased
63
Alpha Wave Global
Alpha Wave Global
New York
$8.35M +$3.74M 3 0.69% Increased
64
T
TOBAM
France
$7.92M -$5.5M 1 0.4% Reduced
65
CC
CQS Cayman
Cayman Islands
$7.8M -$697K 3 0.35% Reduced
66
Bank of New York Mellon
Bank of New York Mellon
New York
$7.32M -$298K 3 0% Reduced
67
MIS
Morningstar Investment Services
Illinois
$7.25M -$617K 1 0.12% Reduced
68
FRM
Foundation Resource Management
Arkansas
$6.63M -$395K 1 1.39% Reduced
69
SCI
S&CO Inc
Massachusetts
$6.53M -$4.63K 1 0.73% Reduced
70
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.99M +$132K 2 0.05% Increased
71
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$5.99M -$547K 2 0.05% Reduced
72
1832 Asset Management
1832 Asset Management
Ontario, Canada
$5.98M +$2.87K 2 0.02% Increased
73
PHAM
Pacific Heights Asset Management
California
$5.89M $0 1 0.77% Maintained
74
Aristotle Capital Management
Aristotle Capital Management
California
$5.69M +$798K 1 0.03% Increased
75
UAS
United Asset Strategies
New York
$5.6M -$73.5K 1 1.32% Reduced
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