← 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
Clal Insurance
Clal Insurance
Israel
$98.3M +$22.1M 2 0.75% Increased
77
TAM
Telemark Asset Management
Massachusetts
$96.6M -$922K 2 9.17% Reduced
78
Korea Investment Corp
Korea Investment Corp
South Korea
$94.5M +$21.7M 1 0.19% Increased
79
Renaissance Technologies
Renaissance Technologies
New York
$91.1M -$73.4M 4 0.12% Reduced
80
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$89.3M +$5.53M 1 0.37% Increased
81
Bridgewater Associates
Bridgewater Associates
Connecticut
$87.3M -$32.9M 12 0.34% Reduced
82
Primecap Management
Primecap Management
California
$86.9M -$7.24M 1 0.07% Reduced
83
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$86.1M +$23.9M 4 0.49% Increased
84
MI
MMCAP International
Cayman Islands
$84.7M -$180M 8 9.85% Reduced
85
Scotia Capital
Scotia Capital
Ontario, Canada
$83.9M -$8.73M 4 0.36% Reduced
86
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$82.2M -$9.35M 11 0.54% Reduced
87
Group One Trading
Group One Trading
Illinois
$81.8M -$7.11M 8 0.14% Reduced
88
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$81.3M -$36.4M 4 0.21% Reduced
89
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$80.8M -$29.6M 8 0.1% Reduced
90
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$78.9M -$3.02M 1 0.22% Reduced
91
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$78.1M +$1.5M 3 0.66% Increased
92
1832 Asset Management
1832 Asset Management
Ontario, Canada
$78M -$6.32M 3 0.06% Reduced
93
M&G plc
M&G plc
United Kingdom
$77.4M -$3.31M 1 0.41% Reduced
94
SCM
Segra Capital Management
Florida
$76.3M -$240M 2 30.83% Reduced
95
Hood River Capital Management
Hood River Capital Management
Florida
$75.9M -$933K 2 0.9% Reduced
96
Acadian Asset Management
Acadian Asset Management
Massachusetts
$75.9M -$5.77M 3 0.13% Reduced
97
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$74.7M +$8.76M 4 0.12% Increased
98
Canada Life
Canada Life
Manitoba, Canada
$74.2M -$2.69M 4 0.11% Reduced
99
Hancock Prospecting
Hancock Prospecting
Australia
$73.8M +$18.4M 1 2.4% Increased
100
ACM
Azarias Capital Management
Pennsylvania
$71.7M -$10.8M 6 28.38% Reduced