← 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
OWIM
Old West Investment Management
California
$25.7M +$392K 5 10.42% Increased
127
PHAM
Pacific Heights Asset Management
California
$25.7M $0 1 1.75% Maintained
128
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$25.4M -$635K 1 0.36% Reduced
129
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$24.2M -$3.4M 1 0.02% Reduced
130
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$24.1M -$3.39M 1 0.26% Reduced
131
AIC
AWM Investment Company
New York
$23.7M +$5.77M 2 2.88% Increased
132
C
Chescapmanager
Maryland
$23.3M $0 1 2.51% Maintained
133
MFS
Mirabella Financial Services
United Kingdom
$23.1M -$18.7M 3 2.11% Reduced
134
GECH
Garnet Equity Capital Holdings
New York
$22.4M -$5.65M 4 3.23% Reduced
135
ACM
Arosa Capital Management
Florida
$22.4M +$24.5M 4 8.99% New
136
Summit Financial
Summit Financial
New Jersey
$22.4M +$23M 5 0.78% Increased
137
G
GenTrust
Florida
$22M +$4.87M 1 0.96% Increased
138
SBF
Sara-Bay Financial
Florida
$22M -$235K 1 8.15% Reduced
139
Artemis Investment Management
Artemis Investment Management
United Kingdom
$21.6M -$15.3M 1 0.31% Reduced
140
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.9M -$2.1M 6 0.01% Reduced
141
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$20.4M +$3.12M 4 0.05% Increased
142
CP
CenterBook Partners
Connecticut
$19.6M +$20M 4 1.17% Increased
143
Gabelli Funds
Gabelli Funds
New York
$19.5M $0 1 0.15% Maintained
144
PHS
Pekin Hardy Strauss
Illinois
$19.5M -$1.1M 4 2.47% Reduced
145
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$19.2M +$1.07M 2 0.26% Increased
146
SLG
Stanley-Laman Group
Pennsylvania
$18.9M -$2.62M 4 2.66% Reduced
147
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$18.7M -$5.6M 5 0.05% Reduced
148
SI
Sprott Inc
Ontario, Canada
$18.4M +$6.13M 10 1.1% Increased
149
PineBridge Investments
PineBridge Investments
New York
$18.4M +$181K 4 0.14% Increased
150
Victory Capital Management
Victory Capital Management
Texas
$18M -$7.47M 1 0.02% Reduced
4 5
6
7 8