← 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$83.6M +$65.3M 1 0.08% Increased
52
Amundi
Amundi
France
$82.7M -$6.56M 4 0.03% Reduced
53
PIM
Platinum Investment Management
Australia
$81.3M +$43.9M 1 4.71% Increased
54
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$80.2M +$7.73M 2 2.04% Increased
55
GRA
Goehring & Rozencwajg Associates
New York
$79.3M +$1.91M 8 14.38% Increased
56
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$76.4M +$10.3M 6 0.02% Increased
57
Wells Fargo
Wells Fargo
California
$70.8M +$3.47M 13 0.02% Increased
58
Railway Pension Investments
Railway Pension Investments
United Kingdom
$70.3M $0 1 1% Maintained
59
Vident Advisory
Vident Advisory
Georgia
$68.3M -$7.24M 8 1% Reduced
60
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$68.2M +$1.85M 3 0.18% Increased
61
LHCM
Lloyd Harbor Capital Management
New York
$65.3M +$15M 6 47.88% Increased
62
Swiss National Bank
Swiss National Bank
Switzerland
$65.2M -$978K 6 0.05% Reduced
63
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$64M +$3.11M 3 0.14% Increased
64
LPL Financial
LPL Financial
California
$63.2M -$11.2M 11 0.02% Reduced
65
Temasek Holdings
Temasek Holdings
Singapore
$55.5M +$63.5M 1 0.22% New
66
Northern Trust
Northern Trust
Illinois
$55.2M +$2.8M 8 0.01% Increased
67
Stifel Financial
Stifel Financial
Missouri
$54.7M +$2.75M 6 0.06% Increased
68
Marshall Wace
Marshall Wace
United Kingdom
$54.3M -$86.6M 7 0.07% Reduced
69
Wellington Management Group
Wellington Management Group
Massachusetts
$52.7M -$69M 6 0.01% Reduced
70
Primecap Management
Primecap Management
California
$52.2M -$2.44M 1 0.04% Reduced
71
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$49.7M +$1.03M 11 0.41% Increased
72
Scotia Capital
Scotia Capital
Ontario, Canada
$48.1M +$6.1M 4 0.26% Increased
73
TAM
Telemark Asset Management
Massachusetts
$48.1M -$26M 2 6.29% Reduced
74
M&G plc
M&G plc
United Kingdom
$47.8M +$10.2M 1 0.23% Increased
75
Capital Research Global Investors
Capital Research Global Investors
California
$47.1M +$43.5M 4 0.01% Increased