← 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
Manning & Napier Advisors
Manning & Napier Advisors
New York
$221M +$18.4M 1 1.29% Increased
2
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$208M -$4.26M 1 1.58% Reduced
3
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$182M +$17.3M 1 2.19% Increased
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$170M +$18.1M 6 0.11% Increased
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$134M +$18M 1 0.35% Increased
6
Wellington Management Group
Wellington Management Group
Massachusetts
$126M -$15.1M 1 0.03% Reduced
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$108M -$1.42M 1 0.02% Reduced
8
Vanguard Group
Vanguard Group
Pennsylvania
$85.7M +$7.39M 6 0.01% Increased
9
KGI
Kopernik Global Investors
Florida
$74.8M -$2.96M 1 16.07% Reduced
10
CIBC World Market
CIBC World Market
Ontario, Canada
$73.7M +$219K 2 0.37% Increased
11
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$68.3M +$19M 1 0.8% Increased
12
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$61.8M -$441K 1 0.64% Reduced
13
BlackRock Advisors
BlackRock Advisors
Delaware
$57.8M -$4.66M 3 0.06% Reduced
14
Bank of Montreal
Bank of Montreal
Ontario, Canada
$56.1M -$10M 5 0.07% Reduced
15
Global X Management Company
Global X Management Company
New York
$53.4M -$11M 6 3.62% Reduced
16
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$46.1M -$123M 1 0.13% Reduced
17
Russell Frank Company
Russell Frank Company
Washington
$43.9M +$5.04M 2 0.08% Increased
18
OppenheimerFunds
OppenheimerFunds
New York
$43.7M +$7.58M 1 0.06% Increased
19
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$42.5M -$2.49M 4 0.26% Reduced
20
Norges Bank
Norges Bank
Norway
$40.1M -$57.8K 2 0.02% Reduced
21
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$38.7M +$15M 1 0.74% Increased
22
TD Asset Management
TD Asset Management
Ontario, Canada
$35.9M -$195K 2 0.07% Reduced
23
AQR Capital Management
AQR Capital Management
Connecticut
$35M +$21.2M 1 0.06% Increased
24
CBOA
Commonwealth Bank of Australia
Australia
$34M +$7.09M 2 0.44% Increased
25
Pinnacle Associates
Pinnacle Associates
New York
$32.6M -$4.35M 1 0.68% Reduced