← 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	Man Group London, United Kingdom	$78.3M	-$30.8M	3	0.2%	Reduced
52	Swiss National Bank Zurich, Switzerland	$75.9M	-$3.31M	6	0.05%	Reduced
53	Citigroup New York	$74.7M	-$20.8M	11	0.05%	Reduced
54	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$73.4M	+$8.69M	6	0.05%	Increased
55	Dimensional Fund Advisors Austin, Texas	$72.9M	+$37M	5	0.02%	Increased
56	UBS Group Zurich, Switzerland	$70.7M	+$10.4M	13	0.02%	Increased
57	MPM MBB Public Markets Chicago, Illinois	$69.4M	+$64.6M	2	4.25%	Increased
58	AGF Management Toronto, Ontario, Canada	$66.5M	+$51.6M	1	0.37%	Increased
59	LPL Financial San Diego, California	$64.2M	+$5.97M	11	0.03%	Increased
60	TAM Telemark Asset Management Boston, Massachusetts	$63.6M	+$11.1M	2	6.58%	Increased
61	Millennium Management New York	$63M	-$12.3M	12	0.03%	Reduced
62	Wellington Management Group Boston, Massachusetts	$63M	-$9.48M	1	0.01%	Reduced
63	OCMH Oxbow Capital Management (HK) Hong Kong	$62.8M	-$3.59M	2	25.09%	Reduced
64	Mackenzie Financial Toronto Ontario, Ontario, Canada	$61.2M	+$20.6M	6	0.09%	Increased
65	TD Waterhouse Canada Toronto, Ontario, Canada	$59.3M	+$1.79M	9	0.44%	Increased
66	RCW Rheos Capital Works Tokyo, Japan	$58.9M	-$2.67M	1	2.82%	Reduced
67	Primecap Management Pasadena, California	$58.7M	-$2.75M	1	0.04%	Reduced
68	Stifel Financial St. Louis, Missouri	$58.3M	+$3.97M	5	0.07%	Increased
69	Credit Suisse Zurich, Switzerland	$55.4M	-$1.88M	7	0.05%	Reduced
70	Castle Hook Partners New York	$55.3M	+$23M	2	1.55%	Increased
71	Hood River Capital Management Palm Beach Gardens, Florida	$51.5M	+$1.91M	2	1.15%	Increased
72	Northern Trust Chicago, Illinois	$51.4M	+$1.71M	6	0.01%	Increased
73	Waratah Capital Advisors Toronto, Ontario, Canada	$50.8M	+$13M	1	1.52%	Increased
74	Covea Finance Paris, France	$50.3M	+$4.03M	1	2.38%	Increased
75	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$49.8M	+$5.16M	14	0.36%	Increased