← 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
Scotia Capital
Scotia Capital
Ontario, Canada
$81.7M -$3.26M 4 0.39% Reduced
77
American Century Companies
American Century Companies
Missouri
$80.2M +$22.4M 3 0.04% Increased
78
Covea Finance
Covea Finance
France
$77.1M -$33.4M 1 2.86% Reduced
79
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$76.9M -$5.93M 11 0.55% Reduced
80
PIM
Platinum Investment Management
Australia
$74.4M -$52M 1 4.95% Reduced
81
Nuveen
Nuveen
North Carolina
$74.4M -$3.78M 8 0.02% Reduced
82
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$73.8M +$186K 1 0.32% Increased
83
Acadian Asset Management
Acadian Asset Management
Massachusetts
$72.5M +$48.8M 1 0.15% Increased
84
1832 Asset Management
1832 Asset Management
Ontario, Canada
$72.1M -$4.91M 3 0.06% Reduced
85
M&G plc
M&G plc
United Kingdom
$71.5M -$10.8M 1 0.39% Reduced
86
Caxton Associates (UK)
Caxton Associates (UK)
$71.1M +$53M 3 1.8% Increased
87
Two Sigma Investments
Two Sigma Investments
New York
$70M +$25.5M 4 0.12% Increased
88
AIM
Anatole Investment Management
Hong Kong
$69.7M +$8.88M 2 12% Increased
89
Castle Hook Partners
Castle Hook Partners
New York
$69.1M +$49.7M 1 0.39% New
90
Group One Trading
Group One Trading
Illinois
$68.8M +$30.4M 10 0.15% Increased
91
Canada Life
Canada Life
Manitoba, Canada
$64.6M +$17.2M 4 0.1% Increased
92
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$63.9M +$7.94M 1 0.19% Increased
93
Deutsche Bank
Deutsche Bank
Germany
$63.6M +$6M 8 0.02% Increased
94
Tocqueville Asset Management
Tocqueville Asset Management
New York
$63.6M -$959K 1 0.97% Reduced
95
Korea Investment Corp
Korea Investment Corp
South Korea
$62.7M +$6.5M 1 0.14% Increased
96
Marshall Wace
Marshall Wace
United Kingdom
$62.1M -$17.9M 4 0.07% Reduced
97
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$61.2M +$44.6M 4 0.63% Increased
98
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$61.2M +$17.9M 3 0.75% Increased
99
Charles Schwab
Charles Schwab
California
$60M +$1.27M 7 0.01% Increased
100
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$59M +$12.7M 1 0.13% Increased