← 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
Wellington Management Group
Wellington Management Group
Massachusetts
$480M +$140M 1 0.13% Increased
2
Manning & Napier Advisors
Manning & Napier Advisors
New York
$397M -$2.43M 1 1.53% Reduced
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$368M +$210M 7 0.25% Increased
4
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$278M -$11.5M 1 1.55% Reduced
5
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$254M +$5.31M 1 2.16% Increased
6
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$197M +$5.85M 1 0.54% Increased
7
Bank of Montreal
Bank of Montreal
Ontario, Canada
$157M -$8.44M 6 0.18% Reduced
8
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$157M +$92.7M 1 0.03% Increased
9
Norges Bank
Norges Bank
Norway
$132M +$79.5M 2 0.04% Increased
10
CRM
Cramer Rosenthal McGlynn
Connecticut
$126M -$25.7M 1 1.02% Reduced
11
CIBC World Market
CIBC World Market
Ontario, Canada
$123M -$642K 1 0.43% Reduced
12
BlackRock Advisors
BlackRock Advisors
Delaware
$111M +$15.5M 2 0.11% Increased
13
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$101M +$2.57M 4 0.33% Increased
14
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$97.8M -$1.33M 1 0.78% Reduced
15
Guggenheim Capital
Guggenheim Capital
Illinois
$88.7M +$4.63M 2 0.22% Increased
16
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$88M -$54.2K 1 0.86% Reduced
17
Fidelity Investments
Fidelity Investments
Massachusetts
$70.4M -$20.9M 1 0.01% Reduced
18
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$63.3M -$46.2M 1 0.92% Reduced
19
Pinnacle Associates
Pinnacle Associates
New York
$60.1M -$3.29M 1 1.17% Reduced
20
TD Asset Management
TD Asset Management
Ontario, Canada
$59.8M +$3.57M 2 0.1% Increased
21
Canada Life
Canada Life
Manitoba, Canada
$56.9M +$5.95M 3 0.19% Increased
22
Bank of America
Bank of America
North Carolina
$50.7M +$16.4M 7 0.02% Increased
23
Soros Fund Management
Soros Fund Management
New York
$44.9M -$24.4M 2 0.34% Reduced
24
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$42.6M +$1.23M 2 0.15% Increased
25
TGI
Tradewinds Global Investors
California
$40.4M -$433K 1 1.37% Reduced