← 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
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$31M -$3.4M 7 0.31% Reduced
77
Wells Fargo
Wells Fargo
California
$30.6M -$462K 11 0.01% Reduced
78
Russell Investments Group
Russell Investments Group
United Kingdom
$30.5M -$2.4M 5 0.06% Reduced
79
Northern Trust
Northern Trust
Illinois
$30M +$1.38M 5 0.01% Increased
80
VanEck Associates
VanEck Associates
New York
$29.7M +$6.47M 7 0.07% Increased
81
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$27.8M -$5.7M 1 0.02% Reduced
82
Capital International Inc
Capital International Inc
California
$27.5M -$1.66M 1 0.5% Reduced
83
DFO
Duquesne Family Office
New York
$27.2M +$24.5M 1 0.95% New
84
FRM
Foundation Resource Management
Arkansas
$27M -$11.4K 1 4.49% Reduced
85
Vident Investment Advisory
Vident Investment Advisory
Georgia
$26.7M +$2.33M 8 0.92% Increased
86
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$26.3M +$24.1M 1 0.88% Increased
87
UBS Group
UBS Group
Switzerland
$25.9M +$63.8K 12 0.01% Increased
88
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.3M +$715K 13 0.25% Increased
89
HIG
Herr Investment Group
Texas
$24M -$16.4M 3 1.78% Reduced
90
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$23.8M -$119K 3 0.01% Reduced
91
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$23.2M +$1.06M 1 0.59% Increased
92
PP
Praetorian PR
Puerto Rico
$23M +$21.3M 2 13.86% New
93
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$22.8M +$20.5M 1 0.49% New
94
Castle Hook Partners
Castle Hook Partners
New York
$22.6M +$4.89M 1 0.67% Increased
95
OCMH
Oxbow Capital Management (HK)
Hong Kong
$22.6M +$20.2M 1 18.02% New
96
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.7M -$14.2M 3 0.02% Reduced
97
Twin Tree Management
Twin Tree Management
Texas
$21.7M +$4.33M 1 0.03% Increased
98
TC
Tejara Capital
United Kingdom
$21.3M -$364K 5 10.46% Reduced
99
Deutsche Bank
Deutsche Bank
Germany
$20.6M -$945K 8 0.01% Reduced
100
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$20.5M -$940K 1 0.43% Reduced