← 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
Scotia Capital
Scotia Capital
Ontario, Canada
$28.6M +$9.63M 3 0.17% Increased
102
DLP
De Lisle Partners
United Kingdom
$28.5M +$28.3M 3 6.59% New
103
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$28.5M +$909K 1 0.81% Increased
104
MCM
Moerus Capital Management
New York
$28.3M -$6.74M 1 8.87% Reduced
105
Canada Life
Canada Life
Manitoba, Canada
$28M +$6.32M 4 0.06% Increased
106
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.2M +$10.1M 1 0.1% Increased
107
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$27M +$1.42M 1 0.58% Increased
108
Pinnacle Associates
Pinnacle Associates
New York
$26.5M +$5.03M 2 0.42% Increased
109
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$25.8M -$56.3M 6 0.04% Reduced
110
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$25.5M -$607K 1 0.25% Reduced
111
FRM
Foundation Resource Management
Arkansas
$25.5M -$10.4M 1 4% Reduced
112
Raymond James & Associates
Raymond James & Associates
Florida
$24.2M +$587K 7 0.02% Increased
113
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.2M +$3.81M 6 0.04% Increased
114
SCI
S&CO Inc
Massachusetts
$24M -$714K 1 1.69% Reduced
115
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$23.5M +$823K 1 0.43% Increased
116
GAI
General American Investors
New York
$21.8M -$3.51M 1 1.56% Reduced
117
KI
Kapitalo Investimentos
Brazil
$21.8M -$19.5M 1 4.78% Reduced
118
PHAM
Pacific Heights Asset Management
California
$21.7M $0 1 1.77% Maintained
119
RP
Regal Partners
Australia
$21.3M -$3.16M 1 2.14% Reduced
120
NHFG
New Harbor Financial Group
Massachusetts
$20.4M +$19.5M 4 6.5% Increased
121
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$20.1M -$390K 1 0.1% Reduced
122
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$20.1M -$1.51M 1 0.38% Reduced
123
PHS
Pekin Hardy Strauss
Illinois
$19.8M +$1.36M 3 2.7% Increased
124
GCM
GeoSphere Capital Management
Florida
$19.3M +$9.04M 3 13.74% Increased
125
OWIM
Old West Investment Management
California
$19.1M -$28.8M 4 9.63% Reduced