← 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	GRA Goehring & Rozencwajg Associates New York	$69M	+$1.85M	8	16.88%	Increased
52	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$67.7M	+$1.91M	7	0.04%	Increased
53	Citadel Advisors Miami, Florida	$66.1M	+$3.67M	11	0.01%	Increased
54	OWIM Old West Investment Management Los Angeles, California	$64.7M	+$6.8M	5	32.64%	Increased
55	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$60.2M	+$22.3M	1	0.05%	Increased
56	OCMH Oxbow Capital Management (HK) Hong Kong	$59.4M	+$27.3M	2	42.21%	Increased
57	Primecap Management Pasadena, California	$56.6M	-$269K	1	0.05%	Reduced
58	JP Morgan Private Wealth Advisors San Francisco, California	$56.2M	+$47.3M	4	0.16%	Increased
59	Vident Advisory Alpharetta, Georgia	$56.1M	+$47.8M	8	1.74%	New
60	HighTower Advisors Chicago, Illinois	$54M	-$2.54M	8	0.1%	Reduced
61	VanEck Associates New York	$52.2M	+$10.6M	7	0.11%	Increased
62	CU CQS (US) New York	$52.2M	-$4.46M	4	5.22%	Reduced
63	PIP Permian Investment Partners Dallas, Texas	$49.6M	-$43M	1	5.77%	Reduced
64	Canoe Financial Calgary, Alberta, Canada	$48.5M	$0	1	1.36%	Maintained
65	SCP SailingStone Capital Partners Houston, Texas	$48.4M	-$32M	1	14.22%	Reduced
66	TAM Telemark Asset Management Boston, Massachusetts	$47.6M	$0	1	7.22%	Maintained
67	LPL Financial San Diego, California	$47.1M	+$19.6M	9	0.03%	Increased
68	Covea Finance Paris, France	$46.7M	+$3.47M	1	2.63%	Increased
69	Lord, Abbett & Co Jersey City, New Jersey	$46.6M	+$41.6M	1	0.17%	New
70	Lingotto Investment Management London, United Kingdom	$44.9M	-$35.6M	2	2.41%	Reduced
71	TD Waterhouse Canada Toronto, Ontario, Canada	$43.8M	+$3.44M	9	0.46%	Increased
72	Northern Trust Chicago, Illinois	$43.6M	+$421K	6	0.01%	Increased
73	Hood River Capital Management Palm Beach Gardens, Florida	$43.5M	+$821K	3	1.4%	Increased
74	Addenda Capital Montreal, Quebec, Canada	$42.2M	-$3.28M	1	1.84%	Reduced
75	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$42M	-$1.72M	2	3.86%	Reduced