← 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
Vident Advisory
Vident Advisory
Georgia
$137M +$21.3M 9 1.53% Increased
52
Victory Capital Management
Victory Capital Management
Texas
$135M +$67.4M 3 0.09% Increased
53
D.E. Shaw & Co
D.E. Shaw & Co
New York
$125M +$74.6M 7 0.09% Increased
54
GRA
Goehring & Rozencwajg Associates
New York
$124M -$4.63M 8 19.01% Reduced
55
Railway Pension Investments
Railway Pension Investments
United Kingdom
$123M -$2.84M 1 1.73% Reduced
56
Swiss National Bank
Swiss National Bank
Switzerland
$122M +$4.55M 6 0.07% Increased
57
Encompass Capital Advisors
Encompass Capital Advisors
New York
$121M +$44.9M 3 4.4% Increased
58
Wells Fargo
Wells Fargo
California
$119M -$1.32M 14 0.02% Reduced
59
Renaissance Technologies
Renaissance Technologies
New York
$116M -$25M 8 0.15% Reduced
60
Temasek Holdings
Temasek Holdings
Singapore
$114M +$10.1M 1 0.44% Increased
61
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$112M -$2.3M 2 0.23% Reduced
62
LPL Financial
LPL Financial
California
$110M -$303K 14 0.04% Reduced
63
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$101M -$124M 12 0.01% Reduced
64
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$98.9M -$6.26M 7 0.13% Reduced
65
Northern Trust
Northern Trust
Illinois
$98.7M -$1.09M 7 0.01% Reduced
66
Capital Research Global Investors
Capital Research Global Investors
California
$96.6M +$17M 4 0.02% Increased
67
Wellington Management Group
Wellington Management Group
Massachusetts
$96.5M -$973K 6 0.02% Reduced
68
Bridgewater Associates
Bridgewater Associates
Connecticut
$92M -$74.4M 12 0.37% Reduced
69
UBS AM
UBS AM
Illinois
$90.9M +$12M 6 0.02% Increased
70
Jane Street
Jane Street
New York
$90.5M -$46.5M 11 0.02% Reduced
71
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$88.7M -$18.8M 4 0.22% Reduced
72
Raymond James Financial
Raymond James Financial
Florida
$85.6M +$6.43M 14 0.03% Increased
73
TAM
Telemark Asset Management
Massachusetts
$84.7M -$335K 2 7.69% Reduced
74
LHCM
Lloyd Harbor Capital Management
New York
$84.7M -$13.9M 6 55.55% Reduced
75
Primecap Management
Primecap Management
California
$83.9M -$7.39M 1 0.07% Reduced