← 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
Manning & Napier Advisors
Manning & Napier Advisors
New York
$281M +$20.4M 1 1.32% Increased
2
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$281M -$12.3M 1 1.64% Reduced
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$244M -$9.13M 1 0.69% Reduced
4
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$238M +$12.4M 1 2.63% Increased
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$171M +$5.69M 6 0.13% Increased
6
CRM
Cramer Rosenthal McGlynn
Connecticut
$170M -$4.5M 1 1.28% Reduced
7
Bank of Montreal
Bank of Montreal
Ontario, Canada
$158M +$8.67M 3 0.24% Increased
8
CIBC World Market
CIBC World Market
Ontario, Canada
$107M +$1.87M 1 0.44% Increased
9
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$104M -$3.37M 1 1.69% Reduced
10
Fidelity Investments
Fidelity Investments
Massachusetts
$97.5M -$51.7M 2 0.02% Reduced
11
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$95.7M +$8.78M 2 0.34% Increased
12
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$93.7M -$94.8K 1 0.82% Reduced
13
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$93.6M -$4.45M 1 1.06% Reduced
14
Wellington Management Group
Wellington Management Group
Massachusetts
$91.5M -$77.3M 1 0.03% Reduced
15
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$90.2M -$7.77M 1 0.46% Reduced
16
Guggenheim Capital
Guggenheim Capital
Illinois
$73.2M +$10.3M 3 0.26% Increased
17
Canada Life
Canada Life
Manitoba, Canada
$64.7M +$4.68M 3 0.26% Increased
18
TD Asset Management
TD Asset Management
Ontario, Canada
$56.5M -$2.44M 2 0.11% Reduced
19
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$47.9M +$288K 1 0.49% Increased
20
TGI
Tradewinds Global Investors
California
$46.6M -$42.9M 1 1.24% Reduced
21
Pinnacle Associates
Pinnacle Associates
New York
$45.8M -$800K 1 0.95% Reduced
22
Norges Bank
Norges Bank
Norway
$45.4M +$7.96M 2 0.03% Increased
23
Capital Guardian Trust
Capital Guardian Trust
California
$44.6M -$1.87M 1 0.31% Reduced
24
AllianceBernstein
AllianceBernstein
Tennessee
$38.5M -$2.54M 5 0.04% Reduced
25
Allianz Asset Management
Allianz Asset Management
Germany
$36.8M +$1.56M 1 0.05% Increased