← 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
176
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$29.3M +$2.24M 11 0.01% Increased
177
VOYA Investment Management
VOYA Investment Management
Georgia
$28.5M -$19.1M 8 0.02% Reduced
178
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$28.2M +$5.02M 4 1.17% Increased
179
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$28.1M +$674K 7 0.04% Increased
180
Bridgewater Associates
Bridgewater Associates
Connecticut
$28.1M +$8.99M 5 0.12% Increased
181
Royal London Asset Management
Royal London Asset Management
United Kingdom
$28M +$13.2M 1 0.05% Increased
182
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.4M -$1.01M 12 0.06% Reduced
183
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$26.5M +$523K 7 0.07% Increased
184
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$26.4M +$4.57M 2 0.52% Increased
185
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26M -$3.31M 1 0.04% Reduced
186
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$25.6M +$8.82M 7 0.26% Increased
187
RIM
Rovida Investment Management
Cayman Islands
$25.5M $0 1 1.74% Maintained
188
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$25.2M -$146K 1 0.07% Reduced
189
TCW Group
TCW Group
California
$25.1M -$3.57M 1 0.17% Reduced
190
SBF
Sara-Bay Financial
Florida
$25M -$3.57M 1 6.65% Reduced
191
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$24.9M +$1.88M 8 0.01% Increased
192
Kestra Advisory Services
Kestra Advisory Services
Texas
$24.6M +$2.71M 7 0.08% Increased
193
Davenport & Co
Davenport & Co
Virginia
$24.4M +$11.7M 4 0.12% Increased
194
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$24M +$5.62M 1 0.22% Increased
195
KCM
Kingdon Capital Management
New York
$23.5M $0 1 2.4% Maintained
196
WCM
Westend Capital Management
California
$23.1M -$157K 1 5.28% Reduced
197
AQR Capital Management
AQR Capital Management
Connecticut
$23M +$7.92M 9 0.01% Increased
198
PHS
Pekin Hardy Strauss
Illinois
$22.6M -$264K 6 1.99% Reduced
199
Fred Alger Management
Fred Alger Management
New York
$22.3M +$5.71M 2 0.07% Increased
200
SLG
Stanley-Laman Group
Pennsylvania
$22.2M -$160K 3 2.26% Reduced