← 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
$216M -$955K 1 1.95% Reduced
2
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$144M -$2.02M 1 0.91% Reduced
3
Global X Management Company
Global X Management Company
New York
$136M +$25.2M 7 4.28% Increased
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M +$56.2M 1 0.27% Increased
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$108M +$11.5M 1 0.02% Increased
6
Vanguard Group
Vanguard Group
Pennsylvania
$97.4M +$4.66M 6 0% Increased
7
Deutsche Bank
Deutsche Bank
Germany
$84.8M +$11.7M 7 0.06% Increased
8
Adage Capital Partners
Adage Capital Partners
Massachusetts
$82.4M +$17.9M 1 0.2% Increased
9
KGI
Kopernik Global Investors
Florida
$70.5M +$7.21M 1 14.81% Increased
10
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65.2M -$21.8M 8 0.03% Reduced
11
Russell Investments Group
Russell Investments Group
United Kingdom
$62.8M +$18.8M 3 0.11% Increased
12
Manning & Napier Advisors
Manning & Napier Advisors
New York
$58.3M -$5.34M 1 0.5% Reduced
13
CIBC World Market
CIBC World Market
Ontario, Canada
$51.9M +$1.4M 3 0.22% Increased
14
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.6M +$1.47M 4 0.06% Increased
15
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$50.5M +$938K 1 0.79% Increased
16
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$44.8M -$2.93M 2 0.29% Reduced
17
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$42.9M -$667K 1 0.42% Reduced
18
TD Asset Management
TD Asset Management
Ontario, Canada
$40M +$5.69M 3 0.06% Increased
19
Bank of Montreal
Bank of Montreal
Ontario, Canada
$38.4M -$9.21M 5 0.04% Reduced
20
BCIM
Black Creek Investment Management
Ontario, Canada
$33M +$9.22M 1 1.75% Increased
21
Wellington Management Group
Wellington Management Group
Massachusetts
$32.6M -$26.8M 1 0.01% Reduced
22
Legal & General Group
Legal & General Group
United Kingdom
$32.1M +$4.37M 2 0.03% Increased
23
1832 Asset Management
1832 Asset Management
Ontario, Canada
$30M +$25.1M 3 0.14% Increased
24
Morgan Stanley
Morgan Stanley
New York
$26.1M +$135K 8 0.01% Increased
25
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$21M -$22.9M 4 0.07% Reduced