← 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
SCP
SailingStone Capital Partners
Texas
$14.4M -$4.25M 1 4.79% Reduced
177
D.E. Shaw & Co
D.E. Shaw & Co
New York
$14.4M +$9.6M 7 0.01% Increased
178
CWA Asset Management Group
CWA Asset Management Group
Florida
$14.4M -$1.08M 1 0.73% Reduced
179
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
$14.1M +$2.3M 4 2.14% Increased
180
Capital Research Global Investors
Capital Research Global Investors
California
$13.9M +$14.8M 1 0% New
181
Rheos Capital Works
Rheos Capital Works
Japan
$13.9M -$32.1M 1 0.77% Reduced
182
Aviva
Aviva
United Kingdom
$13.4M +$13.4M 1 0.03% Increased
183
WCM
Westend Capital Management
California
$13.4M -$38.8K 1 3.99% Reduced
184
Masters Capital Management
Masters Capital Management
Georgia
$13.2M +$7.54M 1 0.49% Increased
185
Cumberland Partners
Cumberland Partners
Ontario, Canada
$12.9M -$1.27M 1 0.9% Reduced
186
NewEdge Advisors
NewEdge Advisors
Louisiana
$12.8M +$3.84M 10 0.08% Increased
187
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$12.7M +$2.36M 11 0.04% Increased
188
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$12.7M -$71.3K 1 0.05% Reduced
189
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$12.6M +$2.57M 4 0.08% Increased
190
Wolverine Trading
Wolverine Trading
Illinois
$12.3M +$6.47M 8 0.01% Increased
191
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$12.3M -$1.15M 1 0.07% Reduced
192
FCG
Fielder Capital Group
Tennessee
$12.2M +$214K 5 3.8% Increased
193
MIM
Merrion Investment Management
New Jersey
$12.1M -$13.6K 1 8.42% Reduced
194
KC
Kadensa Capital
Hong Kong
$11.9M +$1.15M 1 1.44% Increased
195
SCM
Sandler Capital Management
New York
$11.9M +$6.74M 2 1.23% Increased
196
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$11.9M +$12.6M 5 0.02% Increased
197
American Century Companies
American Century Companies
Missouri
$11.8M +$6.72M 4 0.01% Increased
198
KCM
Kingdon Capital Management
New York
$11.7M $0 1 1.67% Maintained
199
Whitney & Co
Whitney & Co
New York
$11.5M -$5.56K 1 1.21% Reduced
200
Pictet Asset Management
Pictet Asset Management
Switzerland
$11.5M +$158K 6 0.01% Increased