← 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
Covea Finance
Covea Finance
France
$46.7M +$27.1M 1 2.14% Increased
77
1832 Asset Management
1832 Asset Management
Ontario, Canada
$45.2M -$45.6M 2 0.04% Reduced
78
Phoenix Financial
Phoenix Financial
Israel
$44.6M +$46.3M 2 0.68% Increased
79
Nuveen
Nuveen
North Carolina
$44.5M -$147M 9 0.01% Reduced
80
Addenda Capital
Addenda Capital
Quebec, Canada
$43.2M +$9.49M 1 1.6% Increased
81
Hood River Capital Management
Hood River Capital Management
Florida
$42.4M +$2.33M 3 0.72% Increased
82
Raymond James Financial
Raymond James Financial
Florida
$41.9M +$3.53M 10 0.02% Increased
83
UBS AM
UBS AM
Illinois
$41.3M +$9.02M 6 0.01% Increased
84
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$40.8M -$385K 1 0.19% Reduced
85
Clal Insurance
Clal Insurance
Israel
$39.8M $0 1 0.41% Maintained
86
ACM
Azarias Capital Management
Pennsylvania
$39.1M -$5.81M 6 21.67% Reduced
87
Encompass Capital Advisors
Encompass Capital Advisors
New York
$38.8M +$36.6M 2 1.49% Increased
88
Tocqueville Asset Management
Tocqueville Asset Management
New York
$36M -$4.93M 1 0.59% Reduced
89
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$35.4M -$1.64M 3 0.24% Reduced
90
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35M +$7.19M 1 0.11% Increased
91
HighTower Advisors
HighTower Advisors
Illinois
$34.2M -$679K 6 0.05% Reduced
92
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$32.5M +$5.53M 4 0.06% Increased
93
Charles Schwab
Charles Schwab
California
$31.9M -$48.1M 7 0.01% Reduced
94
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$31M -$8.96M 1 0.62% Reduced
95
Deutsche Bank
Deutsche Bank
Germany
$30.6M +$233K 9 0.01% Increased
96
Korea Investment Corp
Korea Investment Corp
South Korea
$29.8M +$20.5M 1 0.07% Increased
97
Barclays
Barclays
United Kingdom
$29.8M +$3.89M 10 0.01% Increased
98
DLP
De Lisle Partners
United Kingdom
$29.1M +$167K 4 4.84% Increased
99
Victory Capital Management
Victory Capital Management
Texas
$29.1M +$21.3M 2 0.03% Increased
100
G
GenTrust
Florida
$27.6M +$10.7M 1 1.32% Increased