← 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
Barclays
Barclays
United Kingdom
$35.6M -$1.19M 11 0.01% Reduced
102
SAM
Scopus Asset Management
New York
$34.9M +$7.43M 3 0.83% Increased
103
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$34.6M -$4.08M 4 0.05% Reduced
104
Pinnacle Associates
Pinnacle Associates
New York
$34.5M +$10.2M 2 0.47% Increased
105
MUFG Securities (Canada)
MUFG Securities (Canada)
New York
$34.1M +$15.2M 1 1.23% Increased
106
Quadrature Capital
Quadrature Capital
United Kingdom
$33.3M +$35.3M 4 0.67% Increased
107
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$33M +$33.9M 1 0.03% Increased
108
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$32.4M +$2.21M 10 0.07% Increased
109
Principal Financial Group
Principal Financial Group
Iowa
$31.9M +$18.9M 5 0.02% Increased
110
MCM
Moerus Capital Management
New York
$31.9M -$2.56M 1 11.63% Reduced
111
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$31.7M +$5.4M 1 0.39% Increased
112
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$30.4M +$35.5M 2 2.18% New
113
Merewether Investment Management
Merewether Investment Management
Texas
$29.9M +$2.07M 1 1.2% Increased
114
FRM
Foundation Resource Management
Arkansas
$29.4M -$355K 1 4.92% Reduced
115
SCI
S&CO Inc
Massachusetts
$29.1M +$156K 1 1.97% Increased
116
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$29M +$33.9M 2 12.59% New
117
Holocene Advisors
Holocene Advisors
New York
$29M +$28.3M 1 0.09% Increased
118
Voloridge Investment Management
Voloridge Investment Management
Florida
$28.7M +$30.8M 2 0.1% Increased
119
Canada Life
Canada Life
Manitoba, Canada
$28.1M -$10.3M 4 0.05% Reduced
120
Janus Henderson Group
Janus Henderson Group
$28M +$3.26M 5 0.01% Increased
121
AIM
Anatole Investment Management
Hong Kong
$27.9M +$32.7M 1 12.85% New
122
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$27.6M -$406K 1 1.03% Reduced
123
Renaissance Technologies
Renaissance Technologies
New York
$27.2M +$26M 8 0.04% Increased
124
INTECH Investment Management
INTECH Investment Management
Florida
$26.1M +$9.38M 7 0.25% Increased
125
GAI
General American Investors
New York
$25.9M $0 1 1.8% Maintained