← 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
Sprott Inc
Sprott Inc
Ontario, Canada
$56.4M +$7.05M 10 1.64% Increased
127
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$56.4M +$59.4M 2 0.27% New
128
PHAM
Pacific Heights Asset Management
California
$54.3M $0 1 1.82% Maintained
129
Samlyn Capital
Samlyn Capital
New York
$54.2M +$57.1M 1 0.93% New
130
Jennison Associates
Jennison Associates
New York
$54.1M +$3.13M 2 0.04% Increased
131
HighTower Advisors
HighTower Advisors
Illinois
$53.3M -$12.1M 11 0.06% Reduced
132
VOYA Investment Management
VOYA Investment Management
Georgia
$52.6M +$18.8M 7 0.05% Increased
133
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$52.5M +$271K 1 0.74% Increased
134
Deltroit Asset Management (UK)
Deltroit Asset Management (UK)
$51.8M -$23.4M 3 8.33% Reduced
135
Pinnacle Associates
Pinnacle Associates
New York
$50.9M -$3.19M 3 0.65% Reduced
136
Franklin Resources
Franklin Resources
California
$50.5M -$13.6M 7 0.01% Reduced
137
HRT Financial
HRT Financial
New York
$49.4M +$28.7M 10 0.12% Increased
138
WCM Investment Management
WCM Investment Management
California
$48.6M +$44.4M 3 0.11% Increased
139
C
Chescapmanager
Maryland
$48.2M $0 1 4.31% Maintained
140
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$47.6M -$10.5M 5 7.09% Reduced
141
Aviva
Aviva
United Kingdom
$46.8M +$7.28M 1 0.08% Increased
142
MI
MMCAP International
Cayman Islands
$46.2M -$43.9M 5 3.99% Reduced
143
OWIM
Old West Investment Management
California
$45.8M -$11M 3 4.96% Reduced
144
Acadian Asset Management
Acadian Asset Management
Massachusetts
$45.1M -$23.7M 1 0.06% Reduced
145
Neuberger Berman Group
Neuberger Berman Group
New York
$45M -$28.4M 6 0.03% Reduced
146
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$44.7M $0 1 1.67% Maintained
147
General American Investors
General American Investors
New York
$43M -$6.42M 2 2.83% Reduced
148
Fullerton Fund Management
Fullerton Fund Management
Singapore
$42.6M -$57.5M 1 3.41% Reduced
149
Tidal Investments
Tidal Investments
Wisconsin
$42.4M +$22.9M 9 0.09% Increased
150
Main Street Research
Main Street Research
Connecticut
$42.3M +$825K 1 2.46% Increased