← 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
126
SAS
SMI Advisory Services
Indiana
$21M +$10.4M 1 5.32% Increased
127
AIC
Anthracite Investment Company
Texas
$20.8M +$19.5M 4 11.35% New
128
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.3M +$5.99M 2 0.04% Increased
129
Macquarie Group
Macquarie Group
Australia
$20M +$19.8M 4 0.02% New
130
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$19.5M +$13.6M 1 0.05% Increased
131
Osaic Holdings
Osaic Holdings
Arizona
$19.4M +$1.13M 12 0.03% Increased
132
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$19.3M +$3.92M 7 0.02% Increased
133
PointState Capital
PointState Capital
New York
$19M -$918K 1 0.46% Reduced
134
Scotia Capital
Scotia Capital
Ontario, Canada
$18.9M +$1.44M 4 0.12% Increased
135
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$18.4M -$55.2K 1 0.1% Reduced
136
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$18.4M $0 1 0.02% Maintained
137
PHS
Pekin Hardy Strauss
Illinois
$18.2M -$417K 3 2.55% Reduced
138
SBF
Sara-Bay Financial
Florida
$18.2M -$130K 1 8.86% Reduced
139
Scout Investments
Scout Investments
Missouri
$17.4M -$5.01M 1 0.44% Reduced
140
Pictet Asset Management
Pictet Asset Management
Switzerland
$17.3M +$116K 5 0.02% Increased
141
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$17.1M -$16.9M 1 0.56% Reduced
142
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.1M +$952K 5 0.01% Increased
143
G
GenTrust
Florida
$17M -$722K 1 1.12% Reduced
144
Caxton Associates (New York)
Caxton Associates (New York)
New York
$16.9M -$6.39M 2 0.87% Reduced
145
Gabelli Funds
Gabelli Funds
New York
$16.4M -$314K 1 0.13% Reduced
146
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$16.4M -$6.78M 1 0.18% Reduced
147
HWA
Heartwood Wealth Advisors
Virginia
$16.3M +$112K 1 2.16% Increased
148
CWA Asset Management Group
CWA Asset Management Group
Florida
$15.9M -$4.58M 1 1.09% Reduced
149
NZS Capital
NZS Capital
Colorado
$15.9M +$7.26M 1 0.84% Increased
150
Barclays
Barclays
United Kingdom
$15.7M +$3.8M 10 0.01% Increased
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