← 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
Pinnacle Associates
Pinnacle Associates
New York
$15.2M -$393K 2 0.35% Reduced
102
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.3M -$10.8M 4 0.04% Reduced
103
SI
Sprott Inc
Ontario, Canada
$14.2M +$2.08M 8 1.41% Increased
104
WHAM
Windmill Hill Asset Management
United Kingdom
$14M -$177K 2 8.17% Reduced
105
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$13.6M +$2.04M 5 0.02% Increased
106
GAMA
Graticule Asia Macro Advisors
New York
$13.5M +$1.73M 3 1.98% Increased
107
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$13.5M +$760K 1 0.21% Increased
108
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$13.3M -$410K 1 0.09% Reduced
109
PHAM
Pacific Heights Asset Management
California
$13.3M $0 1 1.41% Maintained
110
PHS
Pekin Hardy Strauss
Illinois
$13M +$624K 4 2.08% Increased
111
Renaissance Technologies
Renaissance Technologies
New York
$13M -$4.25M 2 0.02% Reduced
112
Osaic Holdings
Osaic Holdings
Arizona
$12.5M +$1.38M 11 0.03% Increased
113
Charles Schwab
Charles Schwab
California
$12.2M +$6.38M 4 0% Increased
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$12M +$7.23M 2 0.04% Increased
115
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$11.9M +$12.3M 1 5.3% New
116
MLIM
Mountain Lake Investment Management
Florida
$11.9M +$1.44M 4 10.1% Increased
117
Janus Henderson Group
Janus Henderson Group
$11.9M -$10.1M 3 0.01% Reduced
118
Moore Capital Management
Moore Capital Management
New York
$11.8M +$11.6M 2 0.28% New
119
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4M -$1.25M 10 0.14% Reduced
120
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$11.3M +$10.8M 2 0.02% Increased
121
Jefferies Group
Jefferies Group
New York
$10.9M +$3.78M 2 0.09% Increased
122
MPM
MBB Public Markets
Illinois
$10.8M -$336K 1 0.28% Reduced
123
PIP
Permian Investment Partners
Texas
$10.8M -$1.54M 1 1.96% Reduced
124
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.8M +$1.07M 4 0.09% Increased
125
Stifel Financial
Stifel Financial
Missouri
$10.8M +$2.31M 5 0.02% Increased