← 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	$30.6M	+$2.22M	1	1.49%	Increased
52	JP Morgan Chase New York	$30.2M	-$2.46M	6	0%	Reduced
53	UBS Group Zurich, Switzerland	$29.6M	+$3.85M	10	0.01%	Increased
54	Fidelity Investments Boston, Massachusetts	$29.5M	+$376K	7	0%	Increased
55	Mackenzie Financial Toronto Ontario, Ontario, Canada	$27.4M	-$11.8M	4	0.04%	Reduced
56	PEAK6 Investments Chicago, Illinois	$24.6M	+$10.2M	3	0.06%	Increased
57	SCP SailingStone Capital Partners Houston, Texas	$24.1M	+$19.2M	1	4.72%	New
58	MCM Moerus Capital Management New York	$23.3M	-$5.69M	1	10.7%	Reduced
59	Tocqueville Asset Management New York	$23.1M	+$484K	1	0.33%	Increased
60	Amundi Paris, France	$23.1M	+$22.7M	1	0.02%	New
61	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$22.7M	+$2.97M	3	0.19%	Increased
62	Slate Path Capital New York	$21.6M	$0	1	1.21%	Maintained
63	Northern Trust Chicago, Illinois	$21.4M	+$2.24M	5	0%	Increased
64	Bank of New York Mellon New York	$20.7M	+$169K	7	0%	Increased
65	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$20.3M	-$1.93M	1	0.01%	Reduced
66	Wells Fargo San Francisco, California	$20.3M	-$2.7M	8	0%	Reduced
67	1832 Asset Management Toronto, Ontario, Canada	$18.6M	+$1.39M	2	0.04%	Increased
68	T TOBAM Paris, France	$18.5M	+$45.5K	1	0.74%	Increased
69	Barclays London, United Kingdom	$18.3M	+$8.35M	7	0.01%	Increased
70	Deutsche Bank Frankfurt Am Main Ge, Germany	$17.9M	+$2.57M	7	0.01%	Increased
71	BCM Bienville Capital Management New York	$17.6M	-$4.76M	3	1.46%	Reduced
72	Parametric Portfolio Associates Seattle, Washington	$16.9M	+$602K	4	0.01%	Increased
73	Hood River Capital Management Palm Beach Gardens, Florida	$16.6M	+$16.8M	1	0.49%	New
74	GAMA Graticule Asia Macro Advisors New York	$16.1M	-$4.5M	4	4.75%	Reduced
75	FRM Foundation Resource Management Little Rock, Arkansas	$15.8M	-$299K	1	3.56%	Reduced