← 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
SCI
S&CO Inc
Massachusetts
$20.4M +$38.2K 1 1.65% Increased
102
Jennison Associates
Jennison Associates
New York
$19.7M +$5.93M 1 0.02% Increased
103
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$19.6M -$13.3M 1 0.37% Reduced
104
GAI
General American Investors
New York
$19.4M $0 1 1.69% Maintained
105
1832 Asset Management
1832 Asset Management
Ontario, Canada
$19.3M +$1.03M 2 0.02% Increased
106
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$19.3M -$243K 1 0.62% Reduced
107
Korea Investment Corp
Korea Investment Corp
South Korea
$18.9M -$1.08M 1 0.05% Reduced
108
LPL Financial
LPL Financial
California
$18.7M -$1.16M 8 0.01% Reduced
109
BCIM
Black Creek Investment Management
Ontario, Canada
$18.3M -$12.1M 1 0.64% Reduced
110
Alpha Wave Global
Alpha Wave Global
New York
$18M -$1.48M 2 11.81% Reduced
111
Scout Investments
Scout Investments
Missouri
$18M +$15M 1 0.37% New
112
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$17.6M +$2.59M 4 0.05% Increased
113
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.6M +$3.89M 3 0.17% Increased
114
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.6M -$9.79M 1 0.08% Reduced
115
G
GenTrust
Florida
$17.1M -$968K 1 1.16% Reduced
116
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$17M +$731K 1 0.19% Increased
117
Pinnacle Associates
Pinnacle Associates
New York
$17M -$593K 1 0.29% Reduced
118
Raymond James & Associates
Raymond James & Associates
Florida
$16.3M -$3.15M 7 0.01% Reduced
119
AGF Management
AGF Management
Ontario, Canada
$16.3M +$1.56M 1 0.12% Increased
120
KCM
Kingdon Capital Management
New York
$16M +$14.3M 1 1.51% New
121
Nuveen
Nuveen
North Carolina
$15.9M +$6.56M 4 0.01% Increased
122
WHAM
Windmill Hill Asset Management
United Kingdom
$15.7M $0 2 7.04% Maintained
123
PointState Capital
PointState Capital
New York
$15.7M $0 1 0.38% Maintained
124
PHAM
Pacific Heights Asset Management
California
$15.7M $0 1 1.42% Maintained
125
CSCSIM
Clear Sky Carbon Solutions Investment Management
Texas
$15.4M +$4.64M 2 4.93% Increased