← 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
Millennium Management
Millennium Management
New York
$104M +$59.7M 10 0.05% Increased
52
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$103M +$29M 1 0.03% Increased
53
Driehaus Capital Management
Driehaus Capital Management
Illinois
$96.5M -$151M 3 0.83% Reduced
54
Wellington Management Group
Wellington Management Group
Massachusetts
$95.6M +$26.5M 2 0.02% Increased
55
GRA
Goehring & Rozencwajg Associates
New York
$89.8M +$3.91M 8 18.31% Increased
56
Jane Street
Jane Street
New York
$89.4M +$24.6M 12 0.02% Increased
57
Charles Schwab
Charles Schwab
California
$82.1M +$2.71M 8 0.02% Increased
58
Railway Pension Investments
Railway Pension Investments
United Kingdom
$81.5M +$21.1M 1 0.98% Increased
59
Swiss National Bank
Swiss National Bank
Switzerland
$81.4M +$969K 6 0.05% Increased
60
Citadel Advisors
Citadel Advisors
Florida
$81.3M +$28.7M 11 0.02% Increased
61
Fred Alger Management
Fred Alger Management
New York
$80.2M +$36.6M 1 0.39% Increased
62
TAM
Telemark Asset Management
Massachusetts
$79.9M +$8.88M 3 8.07% Increased
63
ACM
Azarias Capital Management
Pennsylvania
$78.4M +$6.1M 6 34.86% Increased
64
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$75.4M -$5.99M 5 0.02% Reduced
65
Two Sigma Investments
Two Sigma Investments
New York
$73.6M +$8.71M 6 0.16% Increased
66
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$72.1M +$22.8M 3 0.18% Increased
67
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$68.9M +$16.1M 1 1.89% Increased
68
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$68.7M -$7.29M 7 0.1% Reduced
69
M&G plc
M&G plc
United Kingdom
$66.2M +$60.1M 1 0.24% New
70
LPL Financial
LPL Financial
California
$64.9M -$7.36M 11 0.03% Reduced
71
Moore Capital Management
Moore Capital Management
New York
$64.5M +$29.1M 2 1.19% Increased
72
Primecap Management
Primecap Management
California
$64.4M -$231K 1 0.05% Reduced
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$63.9M -$15.2M 1 0.2% Reduced
74
Stifel Financial
Stifel Financial
Missouri
$63.2M -$4.18M 8 0.07% Reduced
75
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$59.4M +$651K 10 0.48% Increased