← 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
Tocqueville Asset Management
Tocqueville Asset Management
New York
$32.6M +$622K 1 0.66% Increased
52
Primecap Management
Primecap Management
California
$32.3M +$48.6K 1 0.03% Increased
53
TPM
Triasima Portfolio Management
Quebec, Canada
$31.8M +$5.36M 1 2.58% Increased
54
CU
CQS (US)
New York
$30.3M $0 4 3.52% Maintained
55
Invesco
Invesco
Georgia
$30.2M +$3.02M 7 0.01% Increased
56
Millennium Management
Millennium Management
New York
$29.5M -$28.9M 6 0.02% Reduced
57
Point72 Asset Management
Point72 Asset Management
Connecticut
$28.8M +$23.3M 2 0.12% Increased
58
Wells Fargo
Wells Fargo
California
$28.2M -$1.03M 9 0.01% Reduced
59
Marshall Wace
Marshall Wace
United Kingdom
$27.6M -$1.63M 2 0.06% Reduced
60
National Bank of Canada
National Bank of Canada
Quebec, Canada
$27.4M +$106K 9 0.15% Increased
61
Northern Trust
Northern Trust
Illinois
$27.2M +$1.18M 5 0.01% Increased
62
BCIM
Black Creek Investment Management
Ontario, Canada
$27M -$486K 1 1.12% Reduced
63
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$26.8M -$79.4K 1 0.02% Reduced
64
MCM
Moerus Capital Management
New York
$25.7M -$6.53M 1 10.94% Reduced
65
Hood River Capital Management
Hood River Capital Management
Florida
$25.7M +$633K 2 0.98% Increased
66
UBS Group
UBS Group
Switzerland
$25.2M -$16.8M 10 0.01% Reduced
67
Credit Suisse
Credit Suisse
Switzerland
$25.1M -$5.93M 9 0.03% Reduced
68
Slate Path Capital
Slate Path Capital
New York
$25.1M $0 1 1.63% Maintained
69
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$24.1M +$1.33M 4 0.2% Increased
70
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$24M +$23M 1 1.18% New
71
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$24M +$23.2M 1 0.09% New
72
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$23.9M -$986K 4 0.01% Reduced
73
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$23M -$19.8M 3 0.06% Reduced
74
Artemis Investment Management
Artemis Investment Management
United Kingdom
$22.7M -$101K 1 0.26% Reduced
75
FRM
Foundation Resource Management
Arkansas
$22.6M +$303K 1 4.3% Increased
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