← 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
$347M -$6.17M 1 0.09% Reduced
2
Manning & Napier Advisors
Manning & Napier Advisors
New York
$300M -$35.1M 1 1.33% Reduced
3
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$275M +$47.7M 1 1.7% Increased
4
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$220M +$3.56M 1 1.96% Increased
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$200M +$29.8M 1 0.53% Increased
6
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$177M -$30.5M 6 0.11% Reduced
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$133M +$2.47M 1 0.03% Increased
8
Capital International Investors
Capital International Investors
California
$105M +$110M 1 0.21% New
9
Bank of Montreal
Bank of Montreal
Ontario, Canada
$102M +$11M 6 0.12% Increased
10
CIBC World Market
CIBC World Market
Ontario, Canada
$100M -$30.8K 1 0.38% Reduced
11
BlackRock Advisors
BlackRock Advisors
Delaware
$86M -$6.03M 2 0.09% Reduced
12
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$80.4M -$622K 1 0.7% Reduced
13
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$77.4M -$2.01M 4 0.31% Reduced
14
CRM
Cramer Rosenthal McGlynn
Connecticut
$73.4M -$31.4M 1 0.75% Reduced
15
Guggenheim Capital
Guggenheim Capital
Illinois
$60.1M -$12.5M 2 0.15% Reduced
16
TD Asset Management
TD Asset Management
Ontario, Canada
$56.3M +$6.57M 2 0.09% Increased
17
Norges Bank
Norges Bank
Norway
$55.1M $0 2 0.03% Maintained
18
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$54M -$5.35M 1 0.86% Reduced
19
KGI
Kopernik Global Investors
Florida
$51.1M -$2.66M 1 17.36% Reduced
20
Pinnacle Associates
Pinnacle Associates
New York
$49.5M +$1.17M 1 0.97% Increased
21
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$45.6M -$3.31M 1 0.92% Reduced
22
Canada Life
Canada Life
Manitoba, Canada
$44.5M -$256K 3 0.15% Reduced
23
Soros Fund Management
Soros Fund Management
New York
$42M +$4.79M 1 0.46% Increased
24
Bank of America
Bank of America
North Carolina
$36.7M +$1.12M 7 0.01% Increased
25
TGI
Tradewinds Global Investors
California
$34.3M -$428K 1 1.39% Reduced