← 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
PIM
Platinum Investment Management
Australia
$53.6M -$102M 1 3.15% Reduced
77
Scotia Capital
Scotia Capital
Ontario, Canada
$53.4M +$3.6M 5 0.28% Increased
78
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$51.3M +$7.68M 1 0.22% Increased
79
Tocqueville Asset Management
Tocqueville Asset Management
New York
$50.3M +$393K 1 0.79% Increased
80
Raymond James Financial
Raymond James Financial
Florida
$49.5M +$53.8M 11 0.02% New
81
Clal Insurance
Clal Insurance
Israel
$49.5M $0 1 0.45% Maintained
82
M&G plc
M&G plc
United Kingdom
$48.8M -$23.4M 1 0.3% Reduced
83
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$48.5M +$6.66M 1 0.97% Increased
84
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$46.2M -$1.1M 4 0.31% Reduced
85
Alyeska Investment Group
Alyeska Investment Group
Illinois
$44.9M +$34.3M 3 0.17% Increased
86
Jennison Associates
Jennison Associates
New York
$44.2M +$5.29M 2 0.03% Increased
87
UBS AM
UBS AM
Illinois
$43.8M -$9.06M 6 0.01% Reduced
88
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.5M -$24M 1 0.14% Reduced
89
Millennium Management
Millennium Management
New York
$43.4M -$69.4M 11 0.02% Reduced
90
HighTower Advisors
HighTower Advisors
Illinois
$43.2M +$555K 6 0.06% Increased
91
Point72 Asset Management
Point72 Asset Management
Connecticut
$43M +$11M 3 0.09% Increased
92
Addenda Capital
Addenda Capital
Quebec, Canada
$39M -$8.71M 1 1.38% Reduced
93
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$38.9M +$15.9M 1 1.31% Increased
94
Deutsche Bank
Deutsche Bank
Germany
$38.4M -$3.7M 10 0.01% Reduced
95
PFMOSF
Philadelphia Financial Management of San Francisco
California
$38.4M -$4.19M 3 5.43% Reduced
96
Moore Capital Management
Moore Capital Management
New York
$38.2M -$32.1M 2 0.44% Reduced
97
DLP
De Lisle Partners
United Kingdom
$38M +$3.21M 4 5.56% Increased
98
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$37.4M +$5.82M 1 1% Increased
99
MPM
MBB Public Markets
Illinois
$37.1M -$20.9M 1 3.45% Reduced
100
Rathbones Group
Rathbones Group
United Kingdom
$36M -$148K 10 0.17% Reduced