← 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
Jane Street
Jane Street
New York
$126M -$261M 15 0.02% Reduced
77
Raymond James Financial
Raymond James Financial
Florida
$122M +$3.75M 11 0.04% Increased
78
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$120M +$29.8M 12 0.36% Increased
79
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$115M -$1.09M 1 0.5% Reduced
80
Canada Life
Canada Life
Manitoba, Canada
$115M +$28.4M 4 0.21% Increased
81
Charles Schwab
Charles Schwab
California
$115M +$1.17M 8 0.02% Increased
82
Hood River Capital Management
Hood River Capital Management
Florida
$114M +$12.5M 4 1.14% Increased
83
Millennium Management
Millennium Management
New York
$112M -$65.6M 9 0.05% Reduced
84
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$107M +$16.3M 4 0.76% Increased
85
Korea Investment Corp
Korea Investment Corp
South Korea
$106M -$19.3M 1 0.22% Reduced
86
Hancock Prospecting
Hancock Prospecting
Australia
$106M $0 1 3.17% Maintained
87
TAM
Telemark Asset Management
Massachusetts
$104M -$9.89M 2 9.57% Reduced
88
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103M -$18.9M 17 0.37% Reduced
89
Nuveen
Nuveen
North Carolina
$103M -$7.57M 8 0.03% Reduced
90
Scotia Capital
Scotia Capital
Ontario, Canada
$102M -$10.8M 5 0.42% Reduced
91
Clal Insurance
Clal Insurance
Israel
$101M $0 2 0.61% Maintained
92
Primecap Management
Primecap Management
California
$101M -$687K 1 0.08% Reduced
93
Phoenix Financial
Phoenix Financial
Israel
$99.3M +$405K 3 0.94% Increased
94
Vanguard Asset Management
Vanguard Asset Management
$94.3M +$101M 7 0.08% New
95
Barclays
Barclays
United Kingdom
$92.3M +$23.4M 14 0.02% Increased
96
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$87.4M -$2.53M 1 0.22% Reduced
97
Tocqueville Asset Management
Tocqueville Asset Management
New York
$85.7M -$6.52M 2 1.27% Reduced
98
Marshall Wace
Marshall Wace
United Kingdom
$84.7M -$209M 6 0.08% Reduced
99
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$84.6M +$45.7M 4 0.5% Increased
100
DLP
De Lisle Partners
United Kingdom
$84.6M +$6.76M 3 10.11% Increased