← 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
Covea Finance
Covea Finance
France
$29.1M +$9.4M 1 1.65% Increased
77
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$28.6M -$1.66M 1 0.63% Reduced
78
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.5M +$6.92M 7 0.07% Increased
79
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$28.5M +$260K 1 0.02% Increased
80
Hood River Capital Management
Hood River Capital Management
Florida
$28M +$4.76M 3 0.91% Increased
81
Russell Investments Group
Russell Investments Group
United Kingdom
$27.5M -$11.7M 3 0.05% Reduced
82
TPM
Triasima Portfolio Management
Quebec, Canada
$27.4M +$527K 1 2.26% Increased
83
Wells Fargo
Wells Fargo
California
$27.3M +$2.18M 9 0.01% Increased
84
BCIM
Black Creek Investment Management
Ontario, Canada
$26.6M -$5.71M 1 0.98% Reduced
85
Northern Trust
Northern Trust
Illinois
$24.9M +$474K 5 0% Increased
86
Capital International Inc
Capital International Inc
California
$24.5M +$2.81M 1 0.49% Increased
87
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.8M -$937K 1 0.13% Reduced
88
UBS Group
UBS Group
Switzerland
$22.8M -$11M 13 0.01% Reduced
89
FRM
Foundation Resource Management
Arkansas
$22.5M +$154K 1 3.73% Increased
90
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$21.2M +$22.9M 3 0.01% New
91
Marshall Wace
Marshall Wace
United Kingdom
$20.9M +$5.64M 4 0.04% Increased
92
Vident Investment Advisory
Vident Investment Advisory
Georgia
$20.7M +$8.64M 8 0.67% Increased
93
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6M -$1M 12 0.23% Reduced
94
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$20.5M +$5.1M 5 0.03% Increased
95
Canada Life
Canada Life
Manitoba, Canada
$20.1M +$393K 4 0.05% Increased
96
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$19.8M +$1.63M 2 0.52% Increased
97
VanEck Associates
VanEck Associates
New York
$19.2M +$8.13M 6 0.04% Increased
98
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$18.4M +$18.6M 1 0.49% New
99
TC
Tejara Capital
United Kingdom
$18.3M +$7.12M 5 9.38% Increased
100
Deutsche Bank
Deutsche Bank
Germany
$18.2M -$1.55M 8 0.01% Reduced