← 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 Los Angeles, California	$45.8M	-$402K	5	8.17%	Reduced
127	PHAM Pacific Heights Asset Management San Francisco, California	$45.7M	$0	1	1.71%	Maintained
128	Renaissance Technologies New York	$44.9M	-$44.6M	5	0.07%	Reduced
129	Jennison Associates New York	$44.3M	-$6.66M	2	0.03%	Reduced
130	iA Global Asset Management Quebec, Quebec, Canada	$44M	$0	1	0.56%	Maintained
131	RP Regal Partners Sydney, NSW, Australia	$43.9M	+$3.39M	4	2.53%	Increased
132	BW Gestao de Investimentos Sao Paulo, Brazil	$43.9M	+$32.8M	4	0.99%	Increased
133	Group One Trading Chicago, Illinois	$43.2M	-$32.8M	9	0.08%	Reduced
134	SI Sprott Inc Toronto, Ontario, Canada	$42.4M	+$6.45M	10	1.43%	Increased
135	Tudor Investment Corp Stamford, Connecticut	$42.3M	+$22.1M	6	0.08%	Increased
136	CP CenterBook Partners Greenwich, Connecticut	$41.9M	+$37.2M	4	2.05%	Increased
137	Bridgewater Associates Westport, Connecticut	$41.9M	-$40.5M	6	0.15%	Reduced
138	CloudAlpha Capital Management Hong Kong	$41.8M	+$11.7M	1	1.97%	Increased
139	GAI General American Investors New York	$41.5M	-$4.5M	2	2.34%	Reduced
140	Squarepoint New York	$40.9M	+$38.6M	8	0.04%	Increased
141	C Chescapmanager Baltimore, Maryland	$40.6M	$0	1	3.38%	Maintained
142	INTECH Investment Management West Palm Beach, Florida	$38.6M	-$11M	6	0.34%	Reduced
143	SBF Sara-Bay Financial Sarasota, Florida	$38.5M	-$22.7M	1	11.52%	Reduced
144	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$37.6M	$0	1	1.28%	Maintained
145	CCPM Cooper Creek Partners Management New York	$37.2M	-$24.5M	1	1.68%	Reduced
146	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$36.5M	-$6.68M	2	0.02%	Reduced
147	Envestnet Asset Management Chicago, Illinois	$35.5M	-$13.8M	8	0.01%	Reduced
148	NewEdge Advisors New Orleans, Louisiana	$35.4M	+$6.19M	10	0.13%	Increased
149	MSR Main Street Research Lakeville, Connecticut	$34.9M	+$1.57M	1	2%	Increased
150	Nikko Asset Management Americas New York	$34.7M	-$7.05M	1	0.4%	Reduced