← 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	Swiss National Bank Zurich, Switzerland	$82.5M	+$204K	6	0.06%	Increased
52	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$79.3M	+$44.8M	6	48.58%	Increased
53	Charles Schwab San Francisco, California	$79.1M	+$54.7M	8	0.02%	Increased
54	ACM Azarias Capital Management Berwyn, Pennsylvania	$79.1M	+$5.14M	6	35.54%	Increased
55	Mackenzie Financial Toronto Ontario, Ontario, Canada	$79M	+$11.3M	6	0.12%	Increased
56	UBS Group Zurich, Switzerland	$79M	+$7.33M	14	0.02%	Increased
57	Dimensional Fund Advisors Austin, Texas	$78M	+$6.42M	5	0.02%	Increased
58	LPL Financial San Diego, California	$74.2M	+$9.32M	10	0.04%	Increased
59	Massachusetts Financial Services Boston, Massachusetts	$73.1M	+$75.4M	1	0.02%	New
60	TAM Telemark Asset Management Boston, Massachusetts	$73M	+$3.83M	2	6.35%	Increased
61	Stifel Financial St. Louis, Missouri	$69M	+$8.87M	7	0.08%	Increased
62	Susquehanna International Group Bala Cynwyd, Pennsylvania	$68.5M	-$39.1M	14	0.01%	Reduced
63	Wellington Management Group Boston, Massachusetts	$68.3M	-$3.28M	1	0.01%	Reduced
64	Wells Fargo San Francisco, California	$68.2M	+$22.5M	13	0.02%	Increased
65	AGF Management Toronto, Ontario, Canada	$66.7M	-$9.17M	1	0.37%	Reduced
66	Primecap Management Pasadena, California	$66.6M	-$142K	1	0.05%	Reduced
67	Two Sigma Investments New York	$65.7M	+$67.1M	5	0.15%	Increased
68	Jane Street New York	$64M	-$73.5M	12	0.01%	Reduced
69	RCW Rheos Capital Works Tokyo, Japan	$62M	-$5.07M	1	3.25%	Reduced
70	OCMH Oxbow Capital Management (HK) Hong Kong	$61.6M	-$5.24M	2	20.81%	Reduced
71	TD Waterhouse Canada Toronto, Ontario, Canada	$60.6M	+$12.6M	11	0.54%	Increased
72	Railway Pension Investments London, United Kingdom	$60.1M	+$6.34M	1	0.72%	Increased
73	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$56.8M	+$6.4M	4	0.6%	Increased
74	Hood River Capital Management Palm Beach Gardens, Florida	$56.1M	+$4.59M	2	1.16%	Increased
75	Covea Finance Paris, France	$54.4M	-$2.83M	1	2.49%	Reduced