← 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
Credit Suisse
Credit Suisse
Switzerland
$34.2M -$5.62M 9 0.02% Reduced
52
Manning & Napier Group
Manning & Napier Group
New York
$33.3M -$106M 1 0.28% Reduced
53
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$31.6M +$3.51M 4 0.19% Increased
54
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$29.7M -$4.85M 4 0.01% Reduced
55
UBS Group
UBS Group
Switzerland
$29.6M +$8.55M 11 0.01% Increased
56
Wells Fargo
Wells Fargo
California
$28M +$7.6M 9 0.01% Increased
57
Northern Trust
Northern Trust
Illinois
$27.5M +$1.7M 5 0% Increased
58
Amundi
Amundi
France
$27.1M -$66.1K 1 0.02% Reduced
59
Hood River Capital Management
Hood River Capital Management
Florida
$26.7M -$358K 2 0.8% Reduced
60
Brandes Investment Partners
Brandes Investment Partners
California
$26.3M -$48.5M 1 0.57% Reduced
61
Tocqueville Asset Management
Tocqueville Asset Management
New York
$25.9M -$112K 1 0.36% Reduced
62
Janus Henderson Group
Janus Henderson Group
$24.9M +$9.64M 3 0.01% Increased
63
Slate Path Capital
Slate Path Capital
New York
$24.5M $0 1 1.29% Maintained
64
Barclays
Barclays
United Kingdom
$23.9M -$5.05M 8 0.01% Reduced
65
Alpha Wave Global
Alpha Wave Global
New York
$23.1M -$5.75M 2 2.57% Reduced
66
MCM
Moerus Capital Management
New York
$22.2M -$3.38M 1 9.66% Reduced
67
Fidelity Investments
Fidelity Investments
Massachusetts
$21.6M -$1.31M 5 0% Reduced
68
TGCMU
Titan Global Capital Management USA
New York
$20.9M -$7.65M 4 3.46% Reduced
69
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$20.9M -$383K 4 0.01% Reduced
70
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$20.7M -$837K 1 0.01% Reduced
71
Millennium Management
Millennium Management
New York
$20.7M -$19.6M 5 0.01% Reduced
72
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$20.4M +$13.6M 4 0.11% Increased
73
Bank of New York Mellon
Bank of New York Mellon
New York
$20M -$5.34M 7 0% Reduced
74
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$20M +$11M 4 0.15% Increased
75
Marshall Wace
Marshall Wace
United Kingdom
$19.8M +$8.43M 5 0.04% Increased