← 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
LPL Financial
LPL Financial
California
$18M +$1.2M 7 0.01% Increased
102
Raymond James & Associates
Raymond James & Associates
Florida
$17.2M +$2.71M 7 0.01% Increased
103
SCI
S&CO Inc
Massachusetts
$17M +$85K 1 1.45% Increased
104
Korea Investment Corp
Korea Investment Corp
South Korea
$16.8M +$9.93M 1 0.05% Increased
105
G
GenTrust
Florida
$16.7M +$891K 1 1.2% Increased
106
Alpha Wave Global
Alpha Wave Global
New York
$16.3M +$408K 2 6.02% Increased
107
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$16.3M +$16.5M 1 0.52% New
108
GAI
General American Investors
New York
$16.2M $0 1 1.53% Maintained
109
Castle Hook Partners
Castle Hook Partners
New York
$16M $0 1 0.36% Maintained
110
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14.9M -$919K 3 0.02% Reduced
111
Pinnacle Associates
Pinnacle Associates
New York
$14.7M -$215K 2 0.3% Reduced
112
WHAM
Windmill Hill Asset Management
United Kingdom
$14.4M $0 2 9.95% Maintained
113
Twin Tree Management
Twin Tree Management
Texas
$14.1M +$7.07M 1 0.03% Increased
114
Artemis Investment Management
Artemis Investment Management
United Kingdom
$14M -$5.9M 1 0.17% Reduced
115
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$13.5M $0 1 0.15% Maintained
116
PFMOSF
Philadelphia Financial Management of San Francisco
California
$13.5M -$5.63M 1 5.01% Reduced
117
PointState Capital
PointState Capital
New York
$13.1M -$684K 1 0.44% Reduced
118
PHAM
Pacific Heights Asset Management
California
$13.1M $0 1 1.23% Maintained
119
PHS
Pekin Hardy Strauss
Illinois
$13.1M -$504K 3 1.74% Reduced
120
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$12.3M +$3.57M 4 0.04% Increased
121
AGF Management
AGF Management
Ontario, Canada
$12.1M +$3.46M 2 0.08% Increased
122
CM
Crestline Management
Texas
$12.1M +$4.99M 2 1.44% Increased
123
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$11.8M -$324K 1 0.07% Reduced
124
Graham Capital Management
Graham Capital Management
Connecticut
$11.8M +$2.86M 5 0.36% Increased
125
Janus Henderson Group
Janus Henderson Group
$11.6M -$3.52M 4 0.01% Reduced
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