← 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
Hood River Capital Management
Hood River Capital Management
Florida
$59.3M +$7.24M 3 0.96% Increased
77
Clal Insurance
Clal Insurance
Israel
$56.3M +$32M 1 0.5% Increased
78
Northern Trust
Northern Trust
Illinois
$56.2M +$6.31M 8 0.01% Increased
79
Covea Finance
Covea Finance
France
$55.1M +$2.03M 1 2.42% Increased
80
Wells Fargo
Wells Fargo
California
$54.3M -$11.4M 13 0.01% Reduced
81
MPM
MBB Public Markets
Illinois
$52.8M +$8.27M 1 2.95% Increased
82
UBS AM
UBS AM
Illinois
$49.2M -$3.75M 6 0.01% Reduced
83
1832 Asset Management
1832 Asset Management
Ontario, Canada
$49M +$601K 2 0.04% Increased
84
OCMH
Oxbow Capital Management (HK)
Hong Kong
$47.5M -$10.6M 2 20.24% Reduced
85
Scotia Capital
Scotia Capital
Ontario, Canada
$46.6M +$11.6M 3 0.25% Increased
86
Tocqueville Asset Management
Tocqueville Asset Management
New York
$46.4M +$1.52M 1 0.73% Increased
87
Addenda Capital
Addenda Capital
Quebec, Canada
$44.4M -$871K 1 1.59% Reduced
88
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$44.2M -$10M 4 0.38% Reduced
89
HighTower Advisors
HighTower Advisors
Illinois
$41.7M +$55.2K 7 0.06% Increased
90
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$41.3M +$21M 2 0.13% New
91
RCW
Rheos Capital Works
Japan
$41.1M -$17.4M 1 2.14% Reduced
92
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$41M +$8.39M 1 0.18% Increased
93
Balyasny Asset Management
Balyasny Asset Management
Illinois
$40.1M +$33.9M 6 0.07% Increased
94
MFS
Mirabella Financial Services
United Kingdom
$40M +$20M 4 2.21% Increased
95
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$39.2M +$8.07M 1 0.79% Increased
96
PFMOSF
Philadelphia Financial Management of San Francisco
California
$39.1M +$2.16M 3 6.21% Increased
97
Deutsche Bank
Deutsche Bank
Germany
$38.6M +$1.22M 10 0.02% Increased
98
Jennison Associates
Jennison Associates
New York
$36.6M +$817K 1 0.02% Increased
99
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$35.7M +$20.5M 4 0.06% Increased
100
Barclays
Barclays
United Kingdom
$35.4M +$12.8M 12 0.01% Increased