← 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 Berwyn, Pennsylvania	$77.2M	+$100K	6	34.36%	Increased
52	GRA Goehring & Rozencwajg Associates New York	$76.8M	+$2.57M	8	18.55%	Increased
53	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$76.1M	+$2.82M	7	0.05%	Increased
54	Millennium Management New York	$73.6M	+$38.8M	12	0.03%	Increased
55	Wellington Management Group Boston, Massachusetts	$72.3M	-$5.5M	1	0.01%	Reduced
56	VOYA Investment Management Atlanta, Georgia	$71M	+$38M	5	0.07%	Increased
57	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$64.6M	-$830K	1	0.05%	Reduced
58	VanEck Associates New York	$64.4M	+$7.56M	7	0.12%	Increased
59	OCMH Oxbow Capital Management (HK) Hong Kong	$64.2M	-$1.73M	2	51.61%	Reduced
60	RCW Rheos Capital Works Tokyo, Japan	$61.2M	+$59.5M	1	3.38%	New
61	Primecap Management Pasadena, California	$61.1M	-$385K	1	0.05%	Reduced
62	Citadel Advisors Miami, Florida	$59.8M	-$11.9M	13	0.01%	Reduced
63	UBS Group Zurich, Switzerland	$59.3M	+$15.3M	15	0.02%	Increased
64	HighTower Advisors Chicago, Illinois	$58.1M	+$584K	8	0.1%	Increased
65	DFO Duquesne Family Office New York	$57.4M	+$19.4M	1	1.71%	Increased
66	LPL Financial San Diego, California	$56.7M	+$7.86M	9	0.03%	Increased
67	CU CQS (US) New York	$55.2M	$0	4	5.53%	Maintained
68	Credit Suisse Zurich, Switzerland	$55.2M	-$296M	7	0.05%	Reduced
69	D.E. Shaw & Co New York	$55M	+$10.9M	4	0.05%	Increased
70	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$54.8M	-$54.1M	4	32.83%	Reduced
71	Stifel Financial St. Louis, Missouri	$52.8M	+$28.5M	5	0.07%	Increased
72	TAM Telemark Asset Management Boston, Massachusetts	$51.7M	$0	1	7.7%	Maintained
73	Northern Trust Chicago, Illinois	$50.1M	+$2.04M	6	0.01%	Increased
74	TD Waterhouse Canada Toronto, Ontario, Canada	$50M	+$1.49M	9	0.47%	Increased
75	OWIM Old West Investment Management Los Angeles, California	$47.9M	-$19.7M	5	24.62%	Reduced