← 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
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$27.5M +$2.26M 1 0.39% Increased
102
Deutsche Bank
Deutsche Bank
Germany
$27.3M +$869K 8 0.02% Increased
103
Canada Life
Canada Life
Manitoba, Canada
$27.3M +$16.1M 4 0.07% Increased
104
Twin Tree Management
Twin Tree Management
Texas
$26.3M -$961K 1 0.06% Reduced
105
Jennison Associates
Jennison Associates
New York
$26.2M +$1.13M 1 0.02% Increased
106
PP
Praetorian PR
Puerto Rico
$25.4M -$3.29M 3 12.59% Reduced
107
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$25.3M -$3.21M 1 0.5% Reduced
108
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$25.1M +$22.4M 1 0.3% New
109
GAI
General American Investors
New York
$24.5M $0 1 2.2% Maintained
110
PFMOSF
Philadelphia Financial Management of San Francisco
California
$24.5M +$4.13M 3 6.24% Increased
111
TF
Trek Financial
Arizona
$24.3M +$13.8M 2 2.23% Increased
112
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$24.1M +$3.88M 5 0.19% Increased
113
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$23.3M -$5.39M 1 0.61% Reduced
114
Alpha Wave Global
Alpha Wave Global
New York
$23.1M $0 2 14.58% Maintained
115
Korea Investment Corp
Korea Investment Corp
South Korea
$23.1M -$893K 1 0.07% Reduced
116
SCI
S&CO Inc
Massachusetts
$22.8M -$2.7M 1 1.87% Reduced
117
MPM
MBB Public Markets
Illinois
$22.6M -$28.6M 1 1.37% Reduced
118
Stifel Financial
Stifel Financial
Missouri
$22.5M +$3.51M 5 0.03% Increased
119
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$22.4M $0 3 0.24% Maintained
120
Rathbones Group
Rathbones Group
United Kingdom
$22.1M +$18.6M 9 0.16% Increased
121
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$22.1M -$286K 4 0.07% Reduced
122
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$21.5M $0 1 0.26% Maintained
123
Caxton Associates (New York)
Caxton Associates (New York)
New York
$21.5M +$9.1M 2 2.96% Increased
124
Russell Investments Group
Russell Investments Group
United Kingdom
$21.3M -$15.7M 5 0.04% Reduced
125
Pinnacle Associates
Pinnacle Associates
New York
$20.2M -$1.11M 1 0.38% Reduced