← 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
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$175M -$10.5M 2 3.07% Reduced
52
Citadel Advisors
Citadel Advisors
Florida
$154M -$93M 14 0.02% Reduced
53
Caxton Associates (UK)
Caxton Associates (UK)
$152M +$53.5M 3 2.98% Increased
54
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$150M +$68.5M 5 0.22% Increased
55
Swiss National Bank
Swiss National Bank
Switzerland
$149M -$3.31M 7 0.09% Reduced
56
Millennium Management
Millennium Management
New York
$147M -$85.3M 12 0.06% Reduced
57
LPL Financial
LPL Financial
California
$147M -$4.98M 15 0.04% Reduced
58
Northern Trust
Northern Trust
Illinois
$144M -$6.44M 8 0.02% Reduced
59
Deutsche Bank
Deutsche Bank
Germany
$143M +$28.7M 9 0.05% Increased
60
Aristotle Capital Management
Aristotle Capital Management
California
$138M -$7.86M 1 0.28% Reduced
61
Vident Advisory
Vident Advisory
Georgia
$138M -$34.7M 10 1.25% Reduced
62
Victory Capital Management
Victory Capital Management
Texas
$133M -$96.4M 4 0.08% Reduced
63
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$130M +$40M 10 0.06% Increased
64
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$126M +$38.7M 9 0.15% Increased
65
Citigroup
Citigroup
New York
$120M -$135M 12 0.05% Reduced
66
Wellington Management Group
Wellington Management Group
Massachusetts
$120M -$11.3M 6 0.02% Reduced
67
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$117M -$23.3M 2 0.17% Reduced
68
Invesco
Invesco
Georgia
$115M -$156M 8 0.01% Reduced
69
Charles Schwab
Charles Schwab
California
$112M +$9.91M 8 0.02% Increased
70
Two Sigma Investments
Two Sigma Investments
New York
$106M -$16.2M 12 0.15% Reduced
71
Korea Investment Corp
Korea Investment Corp
South Korea
$105M +$1.4M 1 0.21% Increased
72
Raymond James Financial
Raymond James Financial
Florida
$104M -$9.17M 12 0.03% Reduced
73
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102M -$76.4M 17 0.39% Reduced
74
LHCM
Lloyd Harbor Capital Management
New York
$99M -$16.1M 5 47.7% Reduced
75
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$97.9M +$411K 1 0.4% Increased