← 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
Castle Hook Partners
Castle Hook Partners
New York
$31.3M +$428K 2 0.39% Increased
102
Maple Rock Capital Partners
Maple Rock Capital Partners
Ontario, Canada
$30.7M +$29.8M 1 1.75% New
103
Capital International Inc
Capital International Inc
California
$30.6M -$1.2M 1 0.48% Reduced
104
Jennison Associates
Jennison Associates
New York
$30.3M +$1.79M 1 0.02% Increased
105
PP
Praetorian PR
Puerto Rico
$28.6M +$810K 3 14.13% Increased
106
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$27.5M +$9.93M 1 0.83% Increased
107
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$27.4M -$21.5M 1 1.32% Reduced
108
Rathbones Group
Rathbones Group
United Kingdom
$27.2M +$3.02M 10 0.18% Increased
109
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$26.9M +$2.32M 3 0.25% Increased
110
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$26M -$1.26M 1 0.25% Reduced
111
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$25.5M +$116K 1 0.57% Increased
112
GAI
General American Investors
New York
$25.2M -$1.46M 1 1.99% Reduced
113
SCP
SailingStone Capital Partners
Texas
$24.8M -$18.3M 1 9.15% Reduced
114
Encompass Capital Advisors
Encompass Capital Advisors
New York
$24.8M +$16.4M 2 1.45% Increased
115
Twin Tree Management
Twin Tree Management
Texas
$24.7M -$3.84M 1 0.05% Reduced
116
SCI
S&CO Inc
Massachusetts
$24.5M -$259K 1 1.88% Reduced
117
Raymond James & Associates
Raymond James & Associates
Florida
$23.3M +$6.09M 7 0.02% Increased
118
RP
Regal Partners
Australia
$22.6M +$19.5M 2 2.41% Increased
119
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$21.8M +$21.6M 1 0.44% Increased
120
Pinnacle Associates
Pinnacle Associates
New York
$21.6M -$354K 1 0.36% Reduced
121
PHAM
Pacific Heights Asset Management
California
$21.6M $0 1 1.85% Maintained
122
Trexquant Investment
Trexquant Investment
Connecticut
$21.5M +$19.3M 2 0.48% Increased
123
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.5M +$10.4M 1 0.12% Increased
124
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$21.4M -$5.86M 1 0.45% Reduced
125
Canada Life
Canada Life
Manitoba, Canada
$21.3M -$8.06M 4 0.05% Reduced