← 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
C
Chescapmanager
Maryland
$21.8M +$14.4M 1 1.75% Increased
127
Barclays
Barclays
United Kingdom
$21.5M +$6.45M 11 0.01% Increased
128
Victory Capital Management
Victory Capital Management
Texas
$21.4M +$6.1M 2 0.02% Increased
129
GECH
Garnet Equity Capital Holdings
New York
$21.1M +$3.08M 5 11.71% Increased
130
FFM
Fullerton Fund Management
Singapore
$21.1M +$4.4M 1 0.95% Increased
131
OWIM
Old West Investment Management
California
$20.8M +$793K 4 9.17% Increased
132
NZS Capital
NZS Capital
Colorado
$20M +$428K 1 0.82% Increased
133
PHS
Pekin Hardy Strauss
Illinois
$19.1M -$3.03M 3 2.63% Reduced
134
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.1M +$2.24M 5 0.01% Increased
135
Gabelli Funds
Gabelli Funds
New York
$18.7M -$13.1K 1 0.14% Reduced
136
SLG
Stanley-Laman Group
Pennsylvania
$18.6M -$138K 4 2.67% Reduced
137
BCA
Boundary Creek Advisors
New York
$18.5M +$19.7M 4 1.69% New
138
Alpha Wave Global
Alpha Wave Global
New York
$18.3M +$990K 2 5.98% Increased
139
SCP
SailingStone Capital Partners
Texas
$17.4M -$2.42M 1 6.15% Reduced
140
Artemis Investment Management
Artemis Investment Management
United Kingdom
$17M +$7.18M 1 0.23% Increased
141
CC
Cadinha & Co
Hawaii
$16.8M +$620K 1 3.12% Increased
142
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.8M -$4.36M 1 0.05% Reduced
143
Korea Investment Corp
Korea Investment Corp
South Korea
$16.8M +$8.98M 1 0.04% Increased
144
Nomura Holdings
Nomura Holdings
Japan
$16.7M +$15M 1 0.03% Increased
145
HWA
Heartwood Wealth Advisors
Virginia
$16.6M +$112K 1 1.98% Increased
146
G
GenTrust
Florida
$16.3M -$531K 1 0.89% Reduced
147
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$16.1M +$2.45M 7 0.02% Increased
148
AIC
Anthracite Investment Company
Texas
$15.9M +$765K 4 7.09% Increased
149
Canoe Financial
Canoe Financial
Alberta, Canada
$15.7M $0 1 0.29% Maintained
150
Intact Investment Management
Intact Investment Management
Quebec, Canada
$15.6M -$673K 2 0.58% Reduced
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