← 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	UBS Group Zurich, Switzerland	$41M	+$5.91M	15	0.01%	Increased
77	HIG Herr Investment Group Austin, Texas	$40.7M	+$8.34M	4	3.12%	Increased
78	D.E. Shaw & Co New York	$40.5M	+$11.4M	3	0.04%	Increased
79	Tocqueville Asset Management New York	$39.9M	-$11.6M	1	0.76%	Reduced
80	KI Kapitalo Investimentos Sao Paulo, Brazil	$38.9M	+$33.8M	2	5.29%	New
81	Wells Fargo San Francisco, California	$38.8M	-$537K	12	0.01%	Reduced
82	Mackenzie Financial Toronto Ontario, Ontario, Canada	$37.8M	-$6M	5	0.06%	Reduced
83	Dimensional Fund Advisors Austin, Texas	$36.3M	+$1.97M	4	0.01%	Increased
84	DFO Duquesne Family Office New York	$34.5M	$0	1	1.24%	Maintained
85	Guardian Capital (Canada) Toronto, Ontario, Canada	$34.5M	+$8.85M	1	1.28%	Increased
86	1832 Asset Management Toronto, Ontario, Canada	$33.7M	+$8.24M	3	0.05%	Increased
87	FRM Foundation Resource Management Little Rock, Arkansas	$33.5M	-$574K	1	5.56%	Reduced
88	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$33.4M	+$16.3M	2	1.47%	Increased
89	MCM Moerus Capital Management New York	$33.1M	-$7.91M	1	10.91%	Reduced
90	Janus Henderson Group London,	$32.7M	-$10.9M	5	0.02%	Reduced
91	Polar Asset Management Partners Toronto, Ontario, Canada	$31.8M	+$19.3M	2	0.71%	Increased
92	Millennium Management New York	$30.5M	-$42.9M	7	0.02%	Reduced
93	Castle Hook Partners New York	$30M	+$1.61M	2	1.06%	Increased
94	Renaissance Technologies New York	$29.4M	-$37.9M	3	0.05%	Reduced
95	Capital International Inc Los Angeles, California	$29.3M	-$4.93M	1	0.56%	Reduced
96	VOYA Investment Management Atlanta, Georgia	$29.2M	+$18.8M	5	0.03%	Increased
97	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$28.6M	-$3.67M	14	0.29%	Reduced
98	Old Mission Capital Chicago, Illinois	$28.1M	+$21M	8	0.62%	Increased
99	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$28M	+$7.35M	2	12.16%	Increased
100	Charles Schwab San Francisco, California	$27.8M	+$6.05M	5	0.01%	Increased