← 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
ACM
Azarias Capital Management
Pennsylvania
$30.9M +$2.62M 5 33.59% Increased
52
OWIM
Old West Investment Management
California
$30.3M -$3.26M 5 21.21% Reduced
53
Deutsche Bank
Deutsche Bank
Germany
$28.9M -$5.53M 8 0.02% Reduced
54
Group One Trading
Group One Trading
Illinois
$27.6M +$9.72M 8 0.04% Increased
55
CU
CQS (US)
New York
$26.7M +$3.14M 4 2.87% Increased
56
Wells Fargo
Wells Fargo
California
$25.7M +$609K 8 0.01% Increased
57
MCM
Moerus Capital Management
New York
$25.7M -$693K 1 9.07% Reduced
58
Primecap Management
Primecap Management
California
$25.6M +$845K 1 0.02% Increased
59
Credit Suisse
Credit Suisse
Switzerland
$25.5M -$1.71M 9 0.03% Reduced
60
Tocqueville Asset Management
Tocqueville Asset Management
New York
$25.3M +$510K 1 0.46% Increased
61
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$24.7M +$13.1M 1 1.11% Increased
62
Marshall Wace
Marshall Wace
United Kingdom
$23.5M -$4.71M 3 0.05% Reduced
63
National Bank of Canada
National Bank of Canada
Quebec, Canada
$22.2M +$125K 9 0.1% Increased
64
BCIM
Black Creek Investment Management
Ontario, Canada
$21.8M +$23.7M 1 0.78% Increased
65
Invesco
Invesco
Georgia
$21.4M +$2.54M 6 0.01% Increased
66
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$21.2M +$1.38M 1 0.02% Increased
67
Northern Trust
Northern Trust
Illinois
$21M +$603K 6 0% Increased
68
TPM
Triasima Portfolio Management
Quebec, Canada
$20.7M -$14M 1 1.46% Reduced
69
Hood River Capital Management
Hood River Capital Management
Florida
$20.5M +$1.13M 2 0.81% Increased
70
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.4M +$10.3M 2 0.07% Increased
71
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$20.1M +$24.3M 3 0.19% Increased
72
Covea Finance
Covea Finance
France
$19.9M +$9.93M 1 2.78% Increased
73
Slate Path Capital
Slate Path Capital
New York
$19.9M $0 1 1.24% Maintained
74
Janus Henderson Group
Janus Henderson Group
$19.2M +$4.99M 3 0.01% Increased
75
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$18.7M -$3.93M 4 0.01% Reduced
1 2
3
4 5