← 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
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$236M +$43.3M 1 2.62% Increased
2
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$218M -$404K 1 1.52% Reduced
3
Manning & Napier Advisors
Manning & Napier Advisors
New York
$216M -$13.4M 1 1.25% Reduced
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$161M -$14.7M 6 0.1% Reduced
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$132M +$17.5M 1 0.03% Increased
6
Wellington Management Group
Wellington Management Group
Massachusetts
$124M -$6.14M 1 0.03% Reduced
7
Adage Capital Partners
Adage Capital Partners
Massachusetts
$115M -$23.4M 1 0.31% Reduced
8
Vanguard Group
Vanguard Group
Pennsylvania
$102M +$12.9M 6 0.01% Increased
9
Allianz Asset Management
Allianz Asset Management
Germany
$89.3M +$56.5M 1 0.1% Increased
10
KGI
Kopernik Global Investors
Florida
$80.1M +$2.03M 1 14.86% Increased
11
CIBC World Market
CIBC World Market
Ontario, Canada
$74.4M -$2.2M 2 0.35% Reduced
12
AQR Capital Management
AQR Capital Management
Connecticut
$69M +$30M 1 0.12% Increased
13
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$64.7M +$316K 1 0.64% Increased
14
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$61.9M -$3.4M 1 0.81% Reduced
15
Bank of Montreal
Bank of Montreal
Ontario, Canada
$60.5M +$1.97M 5 0.06% Increased
16
BlackRock Advisors
BlackRock Advisors
Delaware
$59.5M -$638K 3 0.06% Reduced
17
Global X Management Company
Global X Management Company
New York
$52.2M -$1.27M 6 3.3% Reduced
18
Russell Frank Company
Russell Frank Company
Washington
$51.9M +$4.98M 2 0.09% Increased
19
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$45.8M +$1.48M 4 0.28% Increased
20
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$44.1M +$3.59M 1 0.74% Increased
21
TD Asset Management
TD Asset Management
Ontario, Canada
$41.6M +$3.64M 2 0.08% Increased
22
Norges Bank
Norges Bank
Norway
$40.9M -$1.14M 2 0.02% Reduced
23
Pinnacle Associates
Pinnacle Associates
New York
$34.1M +$144K 1 0.73% Increased
24
Canada Life
Canada Life
Manitoba, Canada
$32.6M -$813K 2 0.12% Reduced
25
TGI
Tradewinds Global Investors
California
$32.1M +$1.79M 1 1.94% Increased