← 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
Addenda Capital
Addenda Capital
Quebec, Canada
$49M +$1.85M 1 1.86% Increased
77
Railway Pension Investments
Railway Pension Investments
United Kingdom
$47.5M $0 1 0.46% Maintained
78
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$45.5M +$18.6M 3 0.46% Increased
79
Wells Fargo
Wells Fargo
California
$45.5M -$2.22M 13 0.01% Reduced
80
1832 Asset Management
1832 Asset Management
Ontario, Canada
$43.1M +$6.73M 2 0.03% Increased
81
DFO
Duquesne Family Office
New York
$42.3M -$15.9M 2 0.96% Reduced
82
Tocqueville Asset Management
Tocqueville Asset Management
New York
$42M -$279K 1 0.69% Reduced
83
CU
CQS (US)
New York
$39.9M -$16.5M 4 10.27% Reduced
84
LHCM
Lloyd Harbor Capital Management
New York
$38.7M -$20.5M 4 23.37% Reduced
85
TPM
Triasima Portfolio Management
Quebec, Canada
$38.7M -$3.52M 2 3.25% Reduced
86
HighTower Advisors
HighTower Advisors
Illinois
$38.6M -$20.4M 7 0.06% Reduced
87
Bridgewater Associates
Bridgewater Associates
Connecticut
$37M +$23.4M 3 0.19% Increased
88
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$36.6M -$2.19M 1 1.27% Reduced
89
Janus Henderson Group
Janus Henderson Group
$36.2M -$3.76M 4 0.02% Reduced
90
PFMOSF
Philadelphia Financial Management of San Francisco
California
$35.9M -$5.98M 2 6.13% Reduced
91
Deutsche Bank
Deutsche Bank
Germany
$35.5M -$11.8M 7 0.02% Reduced
92
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$34.5M +$35.7M 3 0.18% New
93
Moore Capital Management
Moore Capital Management
New York
$33.4M +$32.7M 3 0.53% Increased
94
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$32.5M -$3.32M 9 0.05% Reduced
95
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$31.1M +$31.5M 1 0.08% New
96
Jennison Associates
Jennison Associates
New York
$30.6M +$63.9K 1 0.02% Increased
97
Charles Schwab
Charles Schwab
California
$29.2M -$1.92M 4 0.01% Reduced
98
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$29M +$11.2M 2 1.24% Increased
99
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$28.8M +$27.2M 10 0.07% Increased
100
Rathbones Group
Rathbones Group
United Kingdom
$28.8M +$1.16M 8 0.17% Increased