← 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 Montreal, Quebec, Canada	$251M	+$3.48M	1	1.74%	Increased
2	Beutel, Goodman & Co Toronto, Ontario, Canada	$200M	-$344K	1	2.05%	Reduced
3	Manning & Napier Advisors Fairport, New York	$165M	-$20.2M	1	1%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$120M	+$8.09M	1	0.03%	Increased
5	Royal Bank of Canada Toronto, Ontario, Canada	$113M	-$26.7M	5	0.07%	Reduced
6	Wellington Management Group Boston, Massachusetts	$105M	-$1.05M	1	0.03%	Reduced
7	Vanguard Group Malvern, Pennsylvania	$95.3M	+$7.32M	5	0.01%	Increased
8	KGI Kopernik Global Investors Tampa, Florida	$79.5M	+$12M	1	14.06%	Increased
9	AQR Capital Management Greenwich, Connecticut	$76.9M	+$20M	1	0.14%	Increased
10	Adage Capital Partners Boston, Massachusetts	$67M	-$33.4M	1	0.18%	Reduced
11	CIBC World Market Toronto, Ontario, Canada	$63.4M	-$178K	2	0.28%	Reduced
12	Allianz Asset Management Munich, Germany	$61M	+$1.38M	1	0.06%	Increased
13	Letko, Brosseau & Associates Montreal, Quebec, Canada	$54.6M	-$382K	1	0.52%	Reduced
14	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$54.1M	+$1.17M	1	0.62%	Increased
15	Bank of Montreal Toronto, Ontario, Canada	$51.6M	-$169K	4	0.06%	Reduced
16	Guardian Capital (Canada) Toronto, Ontario, Canada	$51M	+$14.7M	1	0.83%	Increased
17	Emerald Acquisition Seattle, Washington	$49.2M	+$53.3M	2	0.09%	New
18	BlackRock Advisors Wilmington, Delaware	$48.4M	-$2.67M	2	0.05%	Reduced
19	Global X Management Company New York	$45.8M	-$2.18M	6	2.32%	Reduced
20	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$41.1M	+$2.08M	3	0.17%	Increased
21	TD Asset Management Toronto, Ontario, Canada	$36.4M	+$1.15M	2	0.07%	Increased
22	Norges Bank Oslo, Norway	$34.8M	-$1	2	0.02%	Reduced
23	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$33.4M	+$6.26M	2	0.39%	Increased
24	Canada Life Winnipeg, Manitoba, Canada	$29.1M	+$1.44M	2	0.09%	Increased
25	Pinnacle Associates New York	$28.3M	-$961K	1	0.61%	Reduced