← 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
101
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$71.5M +$2.63M 4 0.53% Increased
102
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$71.3M +$433K 1 0.16% Increased
103
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.2M +$66.3M 7 0.09% Increased
104
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$71.1M +$5.15M 1 0.81% Increased
105
Phoenix Financial
Phoenix Financial
Israel
$70.1M -$21.5M 2 0.48% Reduced
106
Covea Finance
Covea Finance
France
$68.5M +$5.33M 4 2.17% Increased
107
Stifel Financial
Stifel Financial
Missouri
$67.3M +$10.3M 9 0.06% Increased
108
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$66.2M +$8.82M 2 0.04% Increased
109
Defiance ETFs
Defiance ETFs
New York
$64.5M +$56.4M 8 0.88% Increased
110
MUFG Securities (Canada)
MUFG Securities (Canada)
New York
$62.7M -$3.36M 1 1.69% Reduced
111
WCM Investment Management
WCM Investment Management
California
$62.2M +$16.1M 3 0.11% Increased
112
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$62.1M $0 1 1.51% Maintained
113
Caxton Associates (UK)
Caxton Associates (UK)
$62M -$849K 2 1.16% Reduced
114
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$59.1M +$2.23M 11 0.05% Increased
115
Jupiter Topco
Jupiter Topco
New York
$57.9M +$68M 7 0.02% New
116
TimesSquare Capital Management
TimesSquare Capital Management
New York
$57.8M -$1.21M 2 0.85% Reduced
117
ACM
Azarias Capital Management
Pennsylvania
$53.3M +$2.28M 6 23.21% Increased
118
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$52.6M -$476K 1 0.77% Reduced
119
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$51.9M -$16.8M 1 0.33% Reduced
120
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$51.4M +$19.4M 1 0.72% Increased
121
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$51.1M +$25.6M 5 0.08% Increased
122
PHAM
Pacific Heights Asset Management
California
$50.9M $0 1 1.61% Maintained
123
SI
Sprott Inc
Ontario, Canada
$50.3M +$2.1M 10 1.59% Increased
124
Russell Investments Group
Russell Investments Group
United Kingdom
$50M -$5.81M 10 0.04% Reduced
125
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$49.2M -$63.8K 1 0.58% Reduced