← 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
Moore Capital Management
Moore Capital Management
New York
$34.2M +$1.33M 2 0.59% Increased
102
Rathbones Group
Rathbones Group
United Kingdom
$33.4M +$1.47M 10 0.18% Increased
103
SAM
Scopus Asset Management
New York
$33.1M +$18.6M 2 0.67% Increased
104
Canada Life
Canada Life
Manitoba, Canada
$32.9M +$2.22M 4 0.06% Increased
105
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$32.7M +$33.7M 1 0.15% New
106
MCM
Moerus Capital Management
New York
$32.7M +$514K 1 11.79% Increased
107
DLP
De Lisle Partners
United Kingdom
$32.5M +$2.37M 3 7.1% Increased
108
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$31.3M +$627K 1 0.65% Increased
109
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$31.1M -$53.5M 5 0.02% Reduced
110
FRM
Foundation Resource Management
Arkansas
$28.8M -$140K 1 4.6% Reduced
111
VOYA Investment Management
VOYA Investment Management
Georgia
$28.6M +$23.3M 7 0.03% Increased
112
Pinnacle Associates
Pinnacle Associates
New York
$28.2M -$642K 2 0.44% Reduced
113
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$27.6M -$1.43M 1 0.32% Reduced
114
SCI
S&CO Inc
Massachusetts
$27M -$168K 1 1.89% Reduced
115
Raymond James & Associates
Raymond James & Associates
Florida
$27M +$662K 8 0.02% Increased
116
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$26.6M -$2.73M 3 1.09% Reduced
117
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$26.6M -$20.9M 1 0.97% Reduced
118
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$25.5M +$2.85M 1 0.45% Increased
119
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$25.2M +$1.71M 1 0.44% Increased
120
GAI
General American Investors
New York
$24.8M $0 1 1.73% Maintained
121
Clal Insurance
Clal Insurance
Israel
$24.6M +$26.5M 1 0.26% New
122
PHAM
Pacific Heights Asset Management
California
$24.6M $0 1 1.93% Maintained
123
Janus Henderson Group
Janus Henderson Group
$24.4M -$12.7M 3 0.01% Reduced
124
MFS
Mirabella Financial Services
United Kingdom
$23M +$7.63M 2 1.67% Increased
125
ING Group
ING Group
Netherlands
$22.8M +$24M 1 0.14% New