← 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
Capital International Inc
Capital International Inc
California
$21.7M -$405K 1 0.48% Reduced
77
Fred Alger Management
Fred Alger Management
New York
$21.3M +$20.6M 1 0.11% New
78
BCM
Bienville Capital Management
New York
$21.1M +$1.89M 2 8.26% Increased
79
Covea Finance
Covea Finance
France
$20.6M -$4.37M 1 1.09% Reduced
80
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$20.6M +$1.48M 6 0.23% Increased
81
Alyeska Investment Group
Alyeska Investment Group
Illinois
$20.3M +$6.71M 2 0.24% Increased
82
Simplex Trading
Simplex Trading
Illinois
$18.8M +$5.95M 9 0.02% Increased
83
Group One Trading
Group One Trading
Illinois
$18.3M -$15.4M 7 0.04% Reduced
84
Canada Life
Canada Life
Manitoba, Canada
$18.3M -$291K 4 0.05% Reduced
85
Deutsche Bank
Deutsche Bank
Germany
$18.3M -$17.5M 6 0.01% Reduced
86
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$18.1M -$16.7M 1 0.66% Reduced
87
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$17.4M -$692K 5 0.08% Reduced
88
HighTower Advisors
HighTower Advisors
Illinois
$17.4M +$2.44M 7 0.05% Increased
89
GAI
General American Investors
New York
$17.1M $0 1 1.78% Maintained
90
SCI
S&CO Inc
Massachusetts
$17.1M +$5.12K 1 1.54% Increased
91
LPL Financial
LPL Financial
California
$17M +$1.2M 9 0.02% Increased
92
Two Sigma Advisers
Two Sigma Advisers
New York
$16.8M -$2.08M 2 0.05% Reduced
93
G
GenTrust
Florida
$16.5M +$1.05M 1 1.43% Increased
94
Raymond James & Associates
Raymond James & Associates
Florida
$16.4M +$616K 7 0.02% Increased
95
Alpha Wave Global
Alpha Wave Global
New York
$15.9M $0 2 1.89% Maintained
96
Castle Hook Partners
Castle Hook Partners
New York
$15.9M $0 1 2.53% Maintained
97
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$15.9M -$4.57M 6 0.03% Reduced
98
D.E. Shaw & Co
D.E. Shaw & Co
New York
$15.7M +$2.03M 3 0.02% Increased
99
1832 Asset Management
1832 Asset Management
Ontario, Canada
$15.5M +$1.37M 2 0.03% Increased
100
SBF
Sara-Bay Financial
Florida
$15.3M -$85.7K 1 8.51% Reduced