← 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
$268M -$27.7M 1 0.07% Reduced
2
Manning & Napier Advisors
Manning & Napier Advisors
New York
$252M -$3.59M 1 1.19% Reduced
3
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$244M +$12.5M 1 1.63% Increased
4
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$186M -$183K 1 1.79% Reduced
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$170M +$978K 1 0.47% Increased
6
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$169M +$19.7M 7 0.12% Increased
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$117M +$3.72M 1 0.02% Increased
8
Bank of Montreal
Bank of Montreal
Ontario, Canada
$86.8M -$308K 6 0.1% Reduced
9
CIBC World Market
CIBC World Market
Ontario, Canada
$86.1M +$1.23M 1 0.35% Increased
10
Vanguard Group
Vanguard Group
Pennsylvania
$74.7M +$76.3M 4 0.01% Increased
11
BlackRock Advisors
BlackRock Advisors
Delaware
$71.5M -$1.56M 2 0.07% Reduced
12
KGI
Kopernik Global Investors
Florida
$68.4M +$26.8M 1 17.13% Increased
13
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$68.1M -$9.57K 1 0.64% Reduced
14
Capital International Investors
Capital International Investors
California
$67.6M -$23M 1 0.12% Reduced
15
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$61.6M -$4.39M 4 0.27% Reduced
16
Norges Bank
Norges Bank
Norway
$47.4M +$875K 2 0.02% Increased
17
Pinnacle Associates
Pinnacle Associates
New York
$44.3M +$2.48M 1 0.83% Increased
18
CRM
Cramer Rosenthal McGlynn
Connecticut
$44.2M -$19.4M 1 0.5% Reduced
19
TD Asset Management
TD Asset Management
Ontario, Canada
$42.7M -$5.31M 2 0.08% Reduced
20
Canada Life
Canada Life
Manitoba, Canada
$42.4M +$5.01M 2 0.14% Increased
21
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$39.8M +$1.15M 1 0.86% Increased
22
Soros Fund Management
Soros Fund Management
New York
$35.6M $0 1 0.35% Maintained
23
Morgan Stanley
Morgan Stanley
New York
$34.6M +$7.71M 7 0.01% Increased
24
Millennium Management
Millennium Management
New York
$33.9M +$32.9M 3 0.06% Increased
25
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$32M +$3.28M 1 0.33% Increased