← 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
$272M -$3.72M 1 0.07% Reduced
2
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$246M -$5.71M 1 1.67% Reduced
3
Manning & Napier Advisors
Manning & Napier Advisors
New York
$231M -$29.8M 1 1.01% Reduced
4
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$213M +$621K 1 1.8% Increased
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$186M +$13M 1 0.49% Increased
6
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$153M -$21.7M 7 0.11% Reduced
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$126M +$7.13M 1 0.03% Increased
8
Global X Management Company
Global X Management Company
New York
$108M +$95.8M 6 5.94% Increased
9
KGI
Kopernik Global Investors
Florida
$87M +$18.7M 1 17.25% Increased
10
CIBC World Market
CIBC World Market
Ontario, Canada
$85.5M -$3.03M 1 0.37% Reduced
11
Vanguard Group
Vanguard Group
Pennsylvania
$85M +$9.47M 5 0.01% Increased
12
Bank of Montreal
Bank of Montreal
Ontario, Canada
$81.6M -$7.87M 5 0.1% Reduced
13
BlackRock Advisors
BlackRock Advisors
Delaware
$72.7M -$572K 3 0.08% Reduced
14
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$69.6M -$526K 1 0.64% Reduced
15
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$54.5M -$9.57M 4 0.26% Reduced
16
Soros Fund Management
Soros Fund Management
New York
$52.8M +$18M 1 0.49% Increased
17
Norges Bank
Norges Bank
Norway
$46.3M -$2.29M 2 0.02% Reduced
18
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$44.9M +$11M 1 0.48% Increased
19
Pinnacle Associates
Pinnacle Associates
New York
$44.2M -$1.43M 1 0.82% Reduced
20
TD Asset Management
TD Asset Management
Ontario, Canada
$42.7M -$1.27M 2 0.08% Reduced
21
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$40.2M -$580K 1 0.91% Reduced
22
Canada Life
Canada Life
Manitoba, Canada
$37.2M -$6.98M 3 0.13% Reduced
23
Russell Frank Company
Russell Frank Company
Washington
$34.4M +$11M 2 0.06% Increased
24
TGI
Tradewinds Global Investors
California
$30.9M -$587K 1 1.34% Reduced
25
OppenheimerFunds
OppenheimerFunds
New York
$28.8M +$31.9M 1 0.03% New