← 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
Artemis Investment Management
Artemis Investment Management
United Kingdom
$18.1M +$5.29M 2 0.19% Increased
77
FRM
Foundation Resource Management
Arkansas
$17.7M +$30.7K 1 3.15% Increased
78
Capital International Inc
Capital International Inc
California
$17.5M +$586K 1 0.24% Increased
79
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$16.5M -$1.2M 6 0.03% Reduced
80
BCM
Bienville Capital Management
New York
$16.1M +$20M 2 7.64% New
81
TGCMU
Titan Global Capital Management USA
New York
$15.6M +$2.88M 4 3.79% Increased
82
Two Sigma Advisers
Two Sigma Advisers
New York
$15.1M -$5.69M 3 0.04% Reduced
83
Alpha Wave Global
Alpha Wave Global
New York
$15M -$4.02M 2 1.54% Reduced
84
Castle Hook Partners
Castle Hook Partners
New York
$14.9M $0 1 0.53% Maintained
85
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$14.8M +$4.38M 6 0.17% Increased
86
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$14.7M +$1.27M 5 0.06% Increased
87
Canada Life
Canada Life
Manitoba, Canada
$14.7M -$670K 4 0.04% Reduced
88
G
GenTrust
Florida
$14.6M +$4.12M 1 1.21% Increased
89
LPL Financial
LPL Financial
California
$14M -$377K 8 0.01% Reduced
90
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14M -$470K 3 0.02% Reduced
91
Fidelity International
Fidelity International
Bermuda
$13.7M -$13.1M 1 0.02% Reduced
92
GAI
General American Investors
New York
$13.5M -$712K 1 1.36% Reduced
93
SCI
S&CO Inc
Massachusetts
$13.5M +$37.7K 1 1.14% Increased
94
Raymond James & Associates
Raymond James & Associates
Florida
$13.4M -$1.65M 6 0.01% Reduced
95
WHAM
Windmill Hill Asset Management
United Kingdom
$13.2M +$9.21M 2 6.83% Increased
96
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$12.7M +$7.93M 1 0.28% Increased
97
Pinnacle Associates
Pinnacle Associates
New York
$12.4M -$537K 2 0.27% Reduced
98
HighTower Advisors
HighTower Advisors
Illinois
$12.1M +$6.26M 6 0.03% Increased
99
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$11.5M -$138K 1 0.07% Reduced
100
Renaissance Technologies
Renaissance Technologies
New York
$11.5M -$8.36M 4 0.01% Reduced
2 3
4
5 6