← 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
1
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$333M +$329M 1 2.01% New
2
Manning & Napier Advisors
Manning & Napier Advisors
New York
$300M +$296M 1 1.6% New
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$287M +$284M 1 0.83% New
4
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$276M +$255M 1 4.15% New
5
CRM
Cramer Rosenthal McGlynn
Connecticut
$199M +$196M 1 1.5% New
6
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$190M +$187M 6 0.16% New
7
Wellington Management Group
Wellington Management Group
Massachusetts
$184M +$181M 1 0.06% New
8
Bank of Montreal
Bank of Montreal
Ontario, Canada
$171M +$169M 3 0.3% New
9
Fidelity Investments
Fidelity Investments
Massachusetts
$165M +$162M 2 0.03% New
10
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$122M +$120M 1 2.15% New
11
CIBC World Market
CIBC World Market
Ontario, Canada
$120M +$118M 1 0.54% New
12
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$112M +$110M 1 1.29% New
13
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$111M +$110M 1 0.53% New
14
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$107M +$106M 1 1% New
15
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$101M +$99.2M 2 0.38% New
16
TGI
Tradewinds Global Investors
California
$97.4M +$96M 1 2.92% New
17
Guggenheim Capital
Guggenheim Capital
Illinois
$73.1M +$72M 3 0.31% New
18
PHAM
Pacific Heights Asset Management
California
$72.3M +$71.2M 1 1.76% New
19
Canada Life
Canada Life
Manitoba, Canada
$69.3M +$68.2M 1 0.46% New
20
TD Asset Management
TD Asset Management
Ontario, Canada
$66.7M +$66M 2 0.14% New
21
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$54.3M +$53.7M 1 0.58% New
22
Pinnacle Associates
Pinnacle Associates
New York
$53.2M +$52.4M 1 1.2% New
23
Capital Guardian Trust
Capital Guardian Trust
California
$52.9M +$52.2M 1 0.37% New
24
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$50.8M +$50M 1 0.03% New
25
AllianceBernstein
AllianceBernstein
Tennessee
$46.4M +$45.9M 2 0.05% New