← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$40.6M +$1.58M 9 0.01% Increased
52
ACM
Azarias Capital Management
Pennsylvania
$38.6M +$3.71M 5 35.35% Increased
53
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$37.6M +$22.4M 4 0.16% Increased
54
CU
CQS (US)
New York
$36.6M +$6.54M 4 4.8% Increased
55
OWIM
Old West Investment Management
California
$36.1M -$2.07K 5 22.57% Reduced
56
Russell Investments Group
Russell Investments Group
United Kingdom
$36M +$3.14M 3 0.07% Increased
57
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$34.6M +$17.1M 1 0.57% Increased
58
Invesco
Invesco
Georgia
$33.7M +$7.8M 7 0.01% Increased
59
L1 Capital
L1 Capital
Australia
$33.5M -$14.7M 1 5.17% Reduced
60
HighTower Advisors
HighTower Advisors
Illinois
$33.4M +$18.2M 7 0.08% Increased
61
UBS Group
UBS Group
Switzerland
$32.6M +$8.62M 12 0.01% Increased
62
Tocqueville Asset Management
Tocqueville Asset Management
New York
$32.5M +$4.77M 1 0.62% Increased
63
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$31.8M +$18.6M 6 0.05% Increased
64
GRA
Goehring & Rozencwajg Associates
New York
$31.4M +$32.8M 6 11.16% New
65
MCM
Moerus Capital Management
New York
$28.7M +$7.02M 1 8.64% Increased
66
Primecap Management
Primecap Management
California
$28.1M +$557K 1 0.03% Increased
67
BCIM
Black Creek Investment Management
Ontario, Canada
$27.9M +$4.99M 1 1.19% Increased
68
Northern Trust
Northern Trust
Illinois
$27.9M +$972K 5 0.01% Increased
69
Addenda Capital
Addenda Capital
Quebec, Canada
$27.8M +$14.9M 1 1.21% Increased
70
PIM
Platinum Investment Management
Australia
$27.3M +$28.2M 1 1.04% Increased
71
Wells Fargo
Wells Fargo
California
$25.1M -$2.37M 9 0.01% Reduced
72
Hood River Capital Management
Hood River Capital Management
Florida
$24.8M +$37.6K 2 0.9% Increased
73
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$24.5M +$1.64M 1 0.02% Increased
74
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$23.4M +$4.57M 6 0.26% Increased
75
TPM
Triasima Portfolio Management
Quebec, Canada
$23.3M -$4.02M 1 1.78% Reduced
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