← 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
$63.3M +$35.8M 12 0.02% Increased
102
Neuberger Berman Group
Neuberger Berman Group
New York
$62M +$38.4M 7 0.05% Increased
103
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$61.7M -$174K 1 0.83% Reduced
104
ACM
Azarias Capital Management
Pennsylvania
$61.5M -$2.39M 6 26.91% Reduced
105
MUFG Securities (Canada)
MUFG Securities (Canada)
New York
$60.7M -$5.18M 1 1.69% Reduced
106
DAMU
Deltroit Asset Management (UK)
$60.4M +$59.6M 3 8.79% New
107
M&G plc
M&G plc
United Kingdom
$58.6M -$25.4M 1 0.3% Reduced
108
Franklin Resources
Franklin Resources
California
$58.5M +$4.41M 7 0.01% Increased
109
Rathbones Group
Rathbones Group
United Kingdom
$57.5M +$4.94M 11 0.22% Increased
110
Acadian Asset Management
Acadian Asset Management
Massachusetts
$57.2M -$25.2M 3 0.09% Reduced
111
HighTower Advisors
HighTower Advisors
Illinois
$55.6M +$2.04M 9 0.06% Increased
112
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$53.4M +$2.51M 4 0.41% Increased
113
TC
Torno Capital
Massachusetts
$53.1M +$57.8M 2 5.39% New
114
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$52.7M -$6.51M 1 0.85% Reduced
115
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$52.5M -$45K 1 1.32% Reduced
116
SAM
Scopus Asset Management
New York
$52.4M -$5.9M 2 0.86% Reduced
117
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$50.8M +$17.2M 4 0.14% Increased
118
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$50.6M -$4.39M 11 0.06% Reduced
119
SG Americas Securities
SG Americas Securities
New York
$49.9M +$26.5M 9 0.06% Increased
120
Capital Research Global Investors
Capital Research Global Investors
California
$48.5M -$75.7M 1 0.01% Reduced
121
TGCMU
Titan Global Capital Management USA
New York
$47.9M +$2.61M 5 6.86% Increased
122
Russell Investments Group
Russell Investments Group
United Kingdom
$47.8M +$2M 10 0.05% Increased
123
Summit Financial
Summit Financial
New Jersey
$46.5M +$636K 9 0.68% Increased
124
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$46.3M +$4.46M 7 0.05% Increased
125
Pinnacle Associates
Pinnacle Associates
New York
$45.8M -$4.13M 3 0.59% Reduced