← 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
76
Aristotle Capital Management
Aristotle Capital Management
California
$108M -$184M 1 0.23% Reduced
77
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$107M +$3.97M 4 0.49% Increased
78
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$107M -$1.19M 1 0.44% Reduced
79
Charles Schwab
Charles Schwab
California
$105M +$7.61M 8 0.01% Increased
80
Addenda Capital
Addenda Capital
Quebec, Canada
$104M +$19.2M 1 2.84% Increased
81
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101M +$6.46M 17 0.31% Increased
82
Invesco
Invesco
Georgia
$101M -$45.6M 9 0.01% Reduced
83
Citadel Advisors
Citadel Advisors
Florida
$99.1M -$39.8M 13 0.01% Reduced
84
Vanguard Asset Management
Vanguard Asset Management
$96.5M +$11M 7 0.07% Increased
85
TAM
Telemark Asset Management
Massachusetts
$96.4M $0 2 6.96% Maintained
86
Korea Investment Corp
Korea Investment Corp
South Korea
$95.8M -$3.71M 1 0.18% Reduced
87
Primecap Management
Primecap Management
California
$94.2M -$280K 1 0.06% Reduced
88
Nuveen
Nuveen
North Carolina
$92.1M +$217K 9 0.02% Increased
89
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$92M +$16.4M 4 0.58% Increased
90
Tidal Investments
Tidal Investments
Wisconsin
$90.6M +$61.1M 10 0.16% Increased
91
Millennium Management
Millennium Management
New York
$90M -$7.76M 9 0.03% Reduced
92
Clal Insurance
Clal Insurance
Israel
$88.4M $0 2 0.4% Maintained
93
Hancock Prospecting
Hancock Prospecting
Australia
$85.1M $0 1 1.49% Maintained
94
Two Sigma Investments
Two Sigma Investments
New York
$83.9M -$41M 8 0.06% Reduced
95
Hood River Capital Management
Hood River Capital Management
Florida
$81.8M -$19.2M 1 0.59% Reduced
96
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$80.4M +$3.08M 2 0.11% Increased
97
Tocqueville Asset Management
Tocqueville Asset Management
New York
$79.7M -$776K 2 1.05% Reduced
98
DLP
De Lisle Partners
United Kingdom
$77.7M +$805K 4 8.48% Increased
99
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$76.8M -$59.1M 12 0.03% Reduced
100
Rathbones Group
Rathbones Group
United Kingdom
$74.5M +$8.57M 11 0.27% Increased