← 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
$379M -$58.8M 1 0.1% Reduced
2
Manning & Napier Advisors
Manning & Napier Advisors
New York
$359M +$2.49M 1 1.49% Increased
3
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$246M -$4.44M 1 1.48% Reduced
4
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$232M +$3.83M 1 2.03% Increased
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$222M -$121M 7 0.15% Reduced
6
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$184M +$6.76M 1 0.5% Increased
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$141M -$406K 1 0.03% Reduced
8
CRM
Cramer Rosenthal McGlynn
Connecticut
$111M -$2.89M 1 1.11% Reduced
9
CIBC World Market
CIBC World Market
Ontario, Canada
$108M -$3.28M 2 0.39% Reduced
10
Bank of Montreal
Bank of Montreal
Ontario, Canada
$99M -$46.9M 6 0.11% Reduced
11
BlackRock Advisors
BlackRock Advisors
Delaware
$98.7M -$1.83M 2 0.1% Reduced
12
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$86.9M -$1.16M 1 0.74% Reduced
13
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$85.3M -$6.56M 4 0.3% Reduced
14
Guggenheim Capital
Guggenheim Capital
Illinois
$77.6M -$2.53M 2 0.19% Reduced
15
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$63.5M +$7.33M 1 0.95% Increased
16
Norges Bank
Norges Bank
Norway
$59.6M -$66.1M 2 0.03% Reduced
17
KGI
Kopernik Global Investors
Florida
$57.8M +$28.2M 1 15.83% Increased
18
TD Asset Management
TD Asset Management
Ontario, Canada
$53.8M -$10.7K 2 0.09% Reduced
19
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$52.5M +$58M 1 1.08% Increased
20
Pinnacle Associates
Pinnacle Associates
New York
$52.1M -$2.27M 1 1.06% Reduced
21
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$49.4M -$33.1M 1 0.51% Reduced
22
Canada Life
Canada Life
Manitoba, Canada
$48.1M -$3.52M 3 0.16% Reduced
23
Soros Fund Management
Soros Fund Management
New York
$40.3M -$175K 1 0.3% Reduced
24
Bank of America
Bank of America
North Carolina
$38.3M -$8.11M 7 0.01% Reduced
25
Morgan Stanley
Morgan Stanley
New York
$37.6M +$7.32M 7 0.01% Increased