← 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
$185M -$2.65M 1 1.65% Reduced
2
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$170M -$2.31M 1 1.09% Reduced
3
Manning & Napier Advisors
Manning & Napier Advisors
New York
$146M -$19.7M 1 0.96% Reduced
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$112M -$2.2M 1 0.02% Reduced
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$111M +$3.81M 7 0.06% Increased
6
Vanguard Group
Vanguard Group
Pennsylvania
$99.1M +$4.09M 5 0.01% Increased
7
KGI
Kopernik Global Investors
Florida
$82.4M +$1.12M 2 16.84% Increased
8
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$66.9M +$14.6M 1 0.13% Increased
9
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$61.4M +$578K 1 0.91% Increased
10
CIBC World Market
CIBC World Market
Ontario, Canada
$60.7M -$760K 3 0.21% Reduced
11
Adage Capital Partners
Adage Capital Partners
Massachusetts
$58.7M -$4.51M 1 0.16% Reduced
12
Global X Management Company
Global X Management Company
New York
$54.3M +$4.16M 6 2.4% Increased
13
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$50.7M -$1.04M 1 0.46% Reduced
14
Russell Investments Group
Russell Investments Group
United Kingdom
$48.7M +$42.6M 2 0.1% New
15
Bank of Montreal
Bank of Montreal
Ontario, Canada
$45.3M +$1.88M 4 0.05% Increased
16
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$45M +$277K 1 0.41% Increased
17
CBOA
Commonwealth Bank of Australia
Australia
$43.5M +$11.2M 2 0.53% Increased
18
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$43M -$909K 3 0.13% Reduced
19
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$42M +$36.2M 2 0.29% New
20
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.9M +$17M 3 0.05% Increased
21
TD Asset Management
TD Asset Management
Ontario, Canada
$34.9M -$647K 2 0.06% Reduced
22
Legal & General Group
Legal & General Group
United Kingdom
$33.6M +$13M 1 0.03% Increased
23
BCIM
Black Creek Investment Management
Ontario, Canada
$29.8M -$1.04M 1 2.29% Reduced
24
Morgan Stanley
Morgan Stanley
New York
$28.7M -$846K 6 0.01% Reduced
25
Norges Bank
Norges Bank
Norway
$25.3M -$6.93M 2 0.01% Reduced