← 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
SBF
Sara-Bay Financial
Florida
$71.4M -$5.73M 2 19.96% Reduced
102
Tocqueville Asset Management
Tocqueville Asset Management
New York
$71.1M -$703K 1 1.03% Reduced
103
Covea Finance
Covea Finance
France
$68.6M -$17.2M 1 2.39% Reduced
104
DLP
De Lisle Partners
United Kingdom
$67.9M +$4.58M 5 8.34% Increased
105
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$64.1M -$2.54M 1 0.12% Reduced
106
Franklin Resources
Franklin Resources
California
$62.1M +$14.1M 7 0.02% Increased
107
Temasek Holdings
Temasek Holdings
Singapore
$61.3M -$62.5M 1 0.21% Reduced
108
Stifel Financial
Stifel Financial
Missouri
$61.2M +$3.71M 10 0.06% Increased
109
CCPM
Cooper Creek Partners Management
New York
$61.1M +$6.25M 1 1.87% Increased
110
MUFG Securities (Canada)
MUFG Securities (Canada)
New York
$60.5M -$1.36M 1 1.69% Reduced
111
G
GenTrust
Florida
$58.1M -$1.4M 1 2.64% Reduced
112
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$57.8M +$5.02M 11 0.07% Increased
113
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$56.7M +$25.7K 1 0.69% Increased
114
PIM
Platinum Investment Management
Australia
$56.6M -$25.4M 1 3.66% Reduced
115
SAM
Scopus Asset Management
New York
$56.4M +$13.1M 3 0.77% Increased
116
FFM
Fullerton Fund Management
Singapore
$56.3M -$7.08M 1 2.17% Reduced
117
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$54.4M -$8.56M 1 0.91% Reduced
118
HighTower Advisors
HighTower Advisors
Illinois
$53.2M -$7.54M 9 0.06% Reduced
119
Granahan Investment Management
Granahan Investment Management
Massachusetts
$52.3M -$8.42M 1 2.14% Reduced
120
Addenda Capital
Addenda Capital
Quebec, Canada
$51.9M -$5.01M 1 1.53% Reduced
121
Rathbones Group
Rathbones Group
United Kingdom
$50.3M +$3.82M 11 0.2% Increased
122
TGCMU
Titan Global Capital Management USA
New York
$50M -$5.5M 5 7.36% Reduced
123
Pinnacle Associates
Pinnacle Associates
New York
$49.7M +$2.59M 3 0.66% Increased
124
VOYA Investment Management
VOYA Investment Management
Georgia
$49.6M +$22.1M 6 0.05% Increased
125
Two Sigma Advisers
Two Sigma Advisers
New York
$49.5M +$15.1M 6 0.1% Increased
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