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 |
Millennium Management
New York
| $38.6M | +$10.3M | 9 | 0.02% | Increased |
|
| 52 |
Credit Suisse
Zurich,
Switzerland
| $38M | -$4.97M | 8 | 0.03% | Reduced |
|
| 53 |
Marshall Wace
London,
United Kingdom
| $37.9M | +$9.73M | 6 | 0.07% | Increased |
|
| 54 |
MCM
Moerus Capital Management
New York
| $36.5M | +$5.53M | 1 | 10.11% | Increased |
|
| 55 |
CU
CQS (US)
New York
| $36.5M | +$12.2M | 4 | 2.52% | Increased |
|
| 56 |
UBS Group
Zurich,
Switzerland
| $36.2M | -$1.18M | 10 | 0.01% | Reduced |
|
| 57 |
SCP
SailingStone Capital Partners
Houston,
Texas
| $36.1M | +$9.37M | 1 | 7.53% | Increased |
|
| 58 |
Wells Fargo
San Francisco,
California
| $36M | +$1.5M | 10 | 0.01% | Increased |
|
| 59 |
Tocqueville Asset Management
New York
| $34.5M | -$55.1K | 1 | 0.52% | Reduced |
|
| 60 |
Primecap Management
Pasadena,
California
| $34.4M | +$6.85M | 1 | 0.03% | Increased |
|
| 61 |
Fidelity International
Hamilton,
Bermuda
| $34.1M | +$21.6M | 1 | 0.03% | Increased |
|
| 62 |
Pendal Group
Sydney,
Australia
| $33.8M | +$27.2M | 1 | 0.28% | New |
|
| 63 |
Hood River Capital Management
Palm Beach Gardens,
Florida
| $32.3M | +$980K | 2 | 1.07% | Increased |
|
| 64 |
Northern Trust
Chicago,
Illinois
| $31.9M | -$744K | 5 | 0.01% | Reduced |
|
| 65 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $31.6M | +$28M | 1 | 2.01% | New |
|
| 66 |
National Bank of Canada
Montreal,
Quebec, Canada
| $30.7M | +$16M | 10 | 0.09% | Increased |
|
| 67 |
Dimensional Fund Advisors
Austin,
Texas
| $30.3M | -$4.93M | 4 | 0.01% | Reduced |
|
| 68 |
Group One Trading
Chicago,
Illinois
| $29.9M | +$11.1M | 6 | 0.03% | Increased |
|
| 69 |
Alpha Wave Global
New York
| $28.9M | $0 | 2 | 2.6% | Maintained |
|
| 70 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $27.9M | +$137K | 1 | 0.02% | Increased |
|
| 71 |
Two Sigma Advisers
New York
| $27.7M | -$33.7M | 3 | 0.07% | Reduced |
|
| 72 |
Slate Path Capital
New York
| $27.5M | -$4.22M | 1 | 1.41% | Reduced |
|
| 73 |
Invesco
Atlanta,
Georgia
| $26.9M | +$6.51M | 6 | 0.01% | Increased |
|
| 74 |
Parametric Portfolio Associates
Seattle,
Washington
| $26.1M | -$1.24M | 4 | 0.01% | Reduced |
|
| 75 |
Simplex Trading
Chicago,
Illinois
| $25.4M | +$13.6M | 9 | 0.02% | Increased |
|