← 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
Credit Suisse
Credit Suisse
Switzerland
$21.8M -$1.74M 9 0.02% Reduced
77
Slate Path Capital
Slate Path Capital
New York
$21.4M $0 1 1.15% Maintained
78
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21.4M +$21M 1 0.1% Increased
79
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$21.1M -$20.8M 1 1.1% Reduced
80
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$20.4M $0 1 1% Maintained
81
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20M +$9.61M 10 0.24% Increased
82
Balyasny Asset Management
Balyasny Asset Management
Illinois
$19.7M +$7.45M 4 0.05% Increased
83
FRM
Foundation Resource Management
Arkansas
$19.4M +$49.1K 1 3.21% Increased
84
MPM
MBB Public Markets
Illinois
$18.9M +$9.99M 1 0.51% Increased
85
Capital International Inc
Capital International Inc
California
$18.8M +$289K 1 0.41% Increased
86
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$18.4M $0 1 0.61% Maintained
87
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.2M -$9.39M 2 0.06% Reduced
88
TAM
Telemark Asset Management
Massachusetts
$18.1M +$11.8M 1 2.75% Increased
89
Alpha Wave Global
Alpha Wave Global
New York
$18.1M -$236K 2 3.3% Reduced
90
1832 Asset Management
1832 Asset Management
Ontario, Canada
$18.1M -$596K 2 0.03% Reduced
91
Deutsche Bank
Deutsche Bank
Germany
$17.6M +$1.79M 8 0.01% Increased
92
Artemis Investment Management
Artemis Investment Management
United Kingdom
$17.3M -$2.32M 1 0.2% Reduced
93
Canada Life
Canada Life
Manitoba, Canada
$17.2M +$1.59M 4 0.05% Increased
94
Covea Finance
Covea Finance
France
$17.1M -$481K 1 0.85% Reduced
95
DFO
Duquesne Family Office
New York
$17M +$17.6M 1 0.84% New
96
Millennium Management
Millennium Management
New York
$16.9M -$10M 6 0.01% Reduced
97
PFMOSF
Philadelphia Financial Management of San Francisco
California
$16.5M +$17.1M 1 5.28% New
98
LPL Financial
LPL Financial
California
$16.5M +$48.1K 7 0.01% Increased
99
Castle Hook Partners
Castle Hook Partners
New York
$16.1M $0 1 1.09% Maintained
100
G
GenTrust
Florida
$16M -$814K 1 1.43% Reduced