← 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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$209M +$1.07M 1 1.57% Increased
2
Manning & Napier Advisors
Manning & Napier Advisors
New York
$201M +$3.99M 1 1.08% Increased
3
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$163M -$149K 1 1.78% Reduced
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$162M +$4.72M 1 0.45% Increased
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$150M +$22M 6 0.11% Increased
6
Wellington Management Group
Wellington Management Group
Massachusetts
$139M -$103M 1 0.04% Reduced
7
Adage Capital Partners
Adage Capital Partners
Massachusetts
$115M +$113M 1 0.32% Increased
8
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$108M +$869K 1 0.02% Increased
9
Vanguard Group
Vanguard Group
Pennsylvania
$76.8M +$7.57M 5 0.01% Increased
10
KGI
Kopernik Global Investors
Florida
$76.6M +$2.76M 1 16.03% Increased
11
CIBC World Market
CIBC World Market
Ontario, Canada
$72.6M -$369K 1 0.36% Reduced
12
Bank of Montreal
Bank of Montreal
Ontario, Canada
$64.9M -$4.81M 6 0.09% Reduced
13
Global X Management Company
Global X Management Company
New York
$61.6M -$18.9M 6 4.61% Reduced
14
BlackRock Advisors
BlackRock Advisors
Delaware
$61.5M -$328K 3 0.07% Reduced
15
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$61.3M +$2.5M 1 0.62% Increased
16
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$44.4M -$2.36M 4 0.25% Reduced
17
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41M +$119K 1 0.48% Increased
18
Norges Bank
Norges Bank
Norway
$39.4M +$853K 2 0.02% Increased
19
Russell Frank Company
Russell Frank Company
Washington
$39.1M +$11.4M 2 0.07% Increased
20
Pinnacle Associates
Pinnacle Associates
New York
$36.3M -$1.47M 1 0.8% Reduced
21
OppenheimerFunds
OppenheimerFunds
New York
$36M +$12.6M 1 0.05% Increased
22
TD Asset Management
TD Asset Management
Ontario, Canada
$35.7M -$687K 2 0.07% Reduced
23
Morgan Stanley
Morgan Stanley
New York
$33.5M +$15.4M 7 0.01% Increased
24
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$33.4M -$1M 1 0.85% Reduced
25
TGI
Tradewinds Global Investors
California
$26.9M +$592K 1 1.33% Increased