← 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	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$24.5M	+$22.7M	1	1.24%	New
52	UBS Group Zurich, Switzerland	$22.8M	+$5.27M	9	0.01%	Increased
53	Credit Suisse Zurich, Switzerland	$22.3M	+$61.6K	6	0.01%	Increased
54	Wells Fargo San Francisco, California	$20.6M	+$3.45M	8	0%	Increased
55	Amundi Asset Management US Boston, Massachusetts	$20.2M	+$318K	1	0.02%	Increased
56	BCM Bienville Capital Management New York	$19.6M	-$14.5M	3	2.48%	Reduced
57	Tocqueville Asset Management New York	$19.5M	+$17.4M	1	0.3%	Increased
58	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$19.3M	-$3.11M	1	0.01%	Reduced
59	Slate Path Capital New York	$18.7M	+$14.7M	1	1.21%	Increased
60	Bank of New York Mellon New York	$18.3M	+$4.36M	5	0%	Increased
61	Masters Capital Management Atlanta, Georgia	$18.3M	+$16.9M	1	0.61%	New
62	GAMA Graticule Asia Macro Advisors New York	$18.3M	+$11M	4	3.04%	Increased
63	Northern Trust Chicago, Illinois	$18.2M	-$475K	4	0%	Reduced
64	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$17M	-$3.7M	3	0.15%	Reduced
65	Citigroup New York	$17M	-$2.96M	8	0.01%	Reduced
66	T TOBAM Paris, France	$15.9M	+$2.1M	1	0.68%	Increased
67	1832 Asset Management Toronto, Ontario, Canada	$15M	+$4.18M	2	0.03%	Increased
68	Canada Life Winnipeg, Manitoba, Canada	$14.5M	-$4.16M	2	0.04%	Reduced
69	Parametric Portfolio Associates Seattle, Washington	$14.2M	+$173K	3	0.01%	Increased
70	FRM Foundation Resource Management Little Rock, Arkansas	$14M	-$234K	1	3.33%	Reduced
71	Marshall Wace London, United Kingdom	$13.4M	+$11.2M	4	0.06%	Increased
72	Deutsche Bank Frankfurt Am Main Ge, Germany	$13.3M	+$4.99M	5	0.01%	Increased
73	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$12.6M	+$5.41M	3	0.08%	Increased
74	PEAK6 Investments Chicago, Illinois	$12.3M	+$10.4M	2	0.03%	Increased
75	Primecap Management Pasadena, California	$12.2M	+$1.75M	1	0.01%	Increased