← 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.4M -$19.9M 1 0.08% Reduced
52
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$11.8M +$11.8M 1 0.13% New
53
Curi RMB Capital
Curi RMB Capital
Illinois
$11.4M +$507K 1 0.29% Increased
54
Renaissance Technologies
Renaissance Technologies
New York
$10.5M +$8.8M 3 0.01% Increased
55
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$10.5M -$1.97M 1 0.02% Reduced
56
State Street
State Street
Massachusetts
$10.1M +$1.49M 3 0% Increased
57
Goldman Sachs
Goldman Sachs
New York
$9.59M +$155K 6 0% Increased
58
Alpha Wave Global
Alpha Wave Global
New York
$9.22M +$1.04M 3 0.78% Increased
59
MC
Muhlenkamp & Co
Pennsylvania
$9.07M -$28.5K 1 4.41% Reduced
60
Northern Trust
Northern Trust
Illinois
$9.01M -$71.5K 4 0% Reduced
61
Geode Capital Management
Geode Capital Management
Massachusetts
$8.66M +$804K 5 0% Increased
62
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.1M -$8.23M 4 0.01% Reduced
63
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.82M -$1.57M 7 0.12% Reduced
64
Allianz Asset Management
Allianz Asset Management
Germany
$7.65M -$368K 1 0.01% Reduced
65
CC
CQS Cayman
Cayman Islands
$7.38M -$961K 3 0.29% Reduced
66
P3I
Progeny 3 Inc
Washington
$7.06M +$5.72M 5 7.42% Increased
67
JM
Jeneq Management
New York
$6.85M +$6.76M 3 6.07% New
68
Bank of New York Mellon
Bank of New York Mellon
New York
$6.82M +$91.1K 3 0% Increased
69
PGCM
Prescott Group Capital Management
Oklahoma
$6.62M +$1.94M 3 1.61% Increased
70
SAM
Shell Asset Management
Netherlands
$6.51M +$6.1M 2 0.14% Increased
71
SCI
S&CO Inc
Massachusetts
$6.39M +$452K 1 0.7% Increased
72
MIS
Morningstar Investment Services
Illinois
$6.37M -$225K 1 0.1% Reduced
73
CC
Carlson Capital
Texas
$6.21M +$6.23M 1 0.09% New
74
FRM
Foundation Resource Management
Arkansas
$6.01M -$28.5K 1 1.23% Reduced
75
1832 Asset Management
1832 Asset Management
Ontario, Canada
$5.79M +$3.46K 2 0.02% Increased