← 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
$263M +$69.5M 1 2.31% Increased
2
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$177M -$3.14M 1 1.12% Reduced
3
Global X Management Company
Global X Management Company
New York
$129M +$71.3M 6 4.57% Increased
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$119M +$917K 1 0.02% Increased
5
Vanguard Group
Vanguard Group
Pennsylvania
$110M +$4.44M 5 0.01% Increased
6
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$103M -$14.4M 6 0.06% Reduced
7
Deutsche Bank
Deutsche Bank
Germany
$90.3M +$78.3M 5 0.07% Increased
8
Adage Capital Partners
Adage Capital Partners
Massachusetts
$80.4M +$18.8M 1 0.2% Increased
9
KGI
Kopernik Global Investors
Florida
$77.7M -$9.44M 1 17.61% Reduced
10
Manning & Napier Advisors
Manning & Napier Advisors
New York
$76.8M -$80.1M 1 0.6% Reduced
11
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$72.2M +$74.5M 1 0.18% New
12
Wellington Management Group
Wellington Management Group
Massachusetts
$69.4M +$68.2M 1 0.02% Increased
13
CIBC World Market
CIBC World Market
Ontario, Canada
$61.5M -$2.71M 2 0.2% Reduced
14
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$60.3M -$4.72M 1 0.92% Reduced
15
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.8M +$21.4M 3 0.08% Increased
16
Bank of Montreal
Bank of Montreal
Ontario, Canada
$56.8M +$2.25M 4 0.05% Increased
17
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$55.8M +$11.8M 1 0.37% Increased
18
Russell Investments Group
Russell Investments Group
United Kingdom
$55M +$2.8M 2 0.1% Increased
19
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$52.8M -$722K 1 0.49% Reduced
20
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$51M +$5.66M 4 0.14% Increased
21
TD Asset Management
TD Asset Management
Ontario, Canada
$41.5M +$4.97M 2 0.07% Increased
22
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$37.3M -$7.67M 1 0.32% Reduced
23
Legal & General Group
Legal & General Group
United Kingdom
$34.6M -$1.11M 1 0.03% Reduced
24
Morgan Stanley
Morgan Stanley
New York
$31.5M +$1.05M 7 0.01% Increased
25
CBOA
Commonwealth Bank of Australia
Australia
$30.6M -$16.4M 2 0.33% Reduced