← 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
Primecap Management
Primecap Management
California
$19.4M +$682K 1 0.01% Increased
77
SBF
Sara-Bay Financial
Florida
$19.3M +$200K 1 5.8% Increased
78
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$19.3M -$18.9M 5 0.03% Reduced
79
SCP
SailingStone Capital Partners
Texas
$18.4M +$3.9M 1 5.36% Increased
80
FRM
Foundation Resource Management
Arkansas
$18M +$85.6K 1 3.5% Increased
81
LSM
Light Sky Macro
New York
$18M +$20M 1 13.76% New
82
SI
Sprott Inc
Ontario, Canada
$17.2M -$98.3K 7 1.11% Reduced
83
Canada Life
Canada Life
Manitoba, Canada
$16.8M +$13.8M 4 0.03% Increased
84
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$16.6M -$474K 1 0.09% Reduced
85
CU
CQS (US)
New York
$16.5M +$1.12M 3 1.04% Increased
86
1832 Asset Management
1832 Asset Management
Ontario, Canada
$16.5M -$2.77M 2 0.03% Reduced
87
ED
Exane Derivatives
France
$16.1M +$13.9M 6 3.89% Increased
88
Deutsche Bank
Deutsche Bank
Germany
$15.9M -$9.36M 7 0.01% Reduced
89
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$15.4M +$17.3M 3 0.14% Increased
90
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$14.4M +$2.2M 5 0.05% Increased
91
Invesco
Invesco
Georgia
$14.3M +$7.95M 7 0% Increased
92
T
TOBAM
France
$14.1M -$6.93M 1 0.64% Reduced
93
LPL Financial
LPL Financial
California
$14.1M +$3.54M 8 0.01% Increased
94
GAI
General American Investors
New York
$14.1M $0 1 1.1% Maintained
95
SCI
S&CO Inc
Massachusetts
$14M -$18.6K 1 0.99% Reduced
96
D.E. Shaw & Co
D.E. Shaw & Co
New York
$14M -$12.6M 3 0.01% Reduced
97
Raymond James & Associates
Raymond James & Associates
Florida
$13.7M +$1.03M 7 0.01% Increased
98
Pinnacle Associates
Pinnacle Associates
New York
$13M -$137K 2 0.22% Reduced
99
Group One Trading
Group One Trading
Illinois
$12.9M +$3.8M 6 0.01% Increased
100
Nuveen
Nuveen
North Carolina
$12.8M +$6.26M 4 0% Increased