← 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
MAM
Majedie Asset Management
United Kingdom
$11M -$2.57M 1 0.93% Reduced
52
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$10.7M -$830K 1 0.83% Reduced
53
Curi RMB Capital
Curi RMB Capital
Illinois
$10.5M +$128K 1 0.28% Increased
54
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.3M +$1.58M 1 0.1% Increased
55
Deutsche Bank
Deutsche Bank
Germany
$10.2M -$4.07M 5 0.01% Reduced
56
Aristotle Capital Management
Aristotle Capital Management
California
$8.86M +$4M 1 0.05% Increased
57
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$8.19M -$1.04M 1 0.02% Reduced
58
MC
Muhlenkamp & Co
Pennsylvania
$8.03M +$939 1 3.91% Increased
59
Geode Capital Management
Geode Capital Management
Massachusetts
$7.8M +$981K 5 0% Increased
60
Alpha Wave Global
Alpha Wave Global
New York
$7.37M -$76.8K 3 1.38% Reduced
61
Northern Trust
Northern Trust
Illinois
$7.33M +$453K 4 0% Increased
62
SEI Investments
SEI Investments
Pennsylvania
$7.13M +$2.47M 1 0.02% Increased
63
Allianz Asset Management
Allianz Asset Management
Germany
$6.69M -$78.7K 1 0.01% Reduced
64
State Street
State Street
Massachusetts
$6.65M -$64.6K 3 0% Reduced
65
D.E. Shaw & Co
D.E. Shaw & Co
New York
$6.64M +$1.79M 3 0.01% Increased
66
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.18M -$245K 7 0.09% Reduced
67
Bank of New York Mellon
Bank of New York Mellon
New York
$5.96M +$247K 3 0% Increased
68
SCI
S&CO Inc
Massachusetts
$5.87M +$209K 1 0.65% Increased
69
SAM
Shell Asset Management
Netherlands
$5.72M +$46.7K 2 0.13% Increased
70
Barclays
Barclays
United Kingdom
$5.7M +$2.87M 6 0% Increased
71
Credit Suisse
Credit Suisse
Switzerland
$5.48M +$1.53M 4 0% Increased
72
MIS
Morningstar Investment Services
Illinois
$5.3M -$343K 1 0.09% Reduced
73
FRM
Foundation Resource Management
Arkansas
$5.26M -$64.1K 1 1.15% Reduced
74
Citadel Advisors
Citadel Advisors
Florida
$4.9M -$13.5M 6 0% Reduced
75
CC
CQS Cayman
Cayman Islands
$4.8M $0 3 0.21% Maintained
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