← 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
Geode Capital Management
Geode Capital Management
Massachusetts
$10.7M +$957K 5 0% Increased
52
Credit Suisse
Credit Suisse
Switzerland
$9.46M -$631K 4 0.01% Reduced
53
Canada Life
Canada Life
Manitoba, Canada
$9.35M -$2.76M 2 0.02% Reduced
54
Janus Henderson Group
Janus Henderson Group
$8.84M +$8.07M 2 0% Increased
55
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$8.51M +$633K 2 0.01% Increased
56
Northern Trust
Northern Trust
Illinois
$7.52M +$267K 4 0% Increased
57
SEI Investments
SEI Investments
Pennsylvania
$7.38M -$602K 1 0.02% Reduced
58
GAMA
Graticule Asia Macro Advisors
New York
$7.23M +$7.04M 1 0.84% New
59
GAI
General American Investors
New York
$6.86M -$4.79M 1 0.87% Reduced
60
Two Sigma Investments
Two Sigma Investments
New York
$6.64M +$6.48M 2 0.03% New
61
Group One Trading
Group One Trading
Illinois
$6.56M +$2.63M 2 0.03% Increased
62
Citadel Advisors
Citadel Advisors
Florida
$6.46M -$10.7M 6 0% Reduced
63
SCI
S&CO Inc
Massachusetts
$6.45M +$54.9K 1 0.71% Increased
64
Bank of New York Mellon
Bank of New York Mellon
New York
$6.2M +$398K 3 0% Increased
65
MLIM
Mountain Lake Investment Management
Florida
$5.74M +$5.6M 2 4.13% New
66
MAM
Majedie Asset Management
United Kingdom
$5.66M -$1.48M 1 0.43% Reduced
67
UBS Group
UBS Group
Switzerland
$5.65M -$2.69M 9 0% Reduced
68
FRM
Foundation Resource Management
Arkansas
$5.48M -$110K 1 1.68% Reduced
69
SAM
Shell Asset Management
Netherlands
$5.41M -$352K 2 0.14% Reduced
70
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$5.3M +$3.81M 1 0.05% Increased
71
Empyrean Capital Partners
Empyrean Capital Partners
California
$5.18M -$150K 1 0.31% Reduced
72
PHAM
Pacific Heights Asset Management
California
$5.13M -$69.9K 1 0.76% Reduced
73
UMA
USA Mutuals Advisors
Texas
$5.13M $0 1 8.09% Maintained
74
Two Sigma Advisers
Two Sigma Advisers
New York
$4.99M -$96.8K 2 0.01% Reduced
75
Gabelli Funds
Gabelli Funds
New York
$4.81M -$9.99K 1 0.04% Reduced