← 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
$226M -$2.44M 1 1.71% Reduced
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$157M +$39.6M 1 0.36% Increased
3
Global X Management Company
Global X Management Company
New York
$147M +$11.5M 7 4% Increased
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$123M +$8.07M 1 0.02% Increased
5
Vanguard Group
Vanguard Group
Pennsylvania
$103M +$1.58M 6 0% Increased
6
Russell Investments Group
Russell Investments Group
United Kingdom
$86.1M +$20.4M 3 0.15% Increased
7
Adage Capital Partners
Adage Capital Partners
Massachusetts
$80.3M -$7.44M 1 0.2% Reduced
8
KGI
Kopernik Global Investors
Florida
$79.3M +$4.49M 1 15.42% Increased
9
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65.2M -$4.08M 8 0.03% Reduced
10
Manning & Napier Advisors
Manning & Napier Advisors
New York
$54.9M -$7.21M 1 0.47% Reduced
11
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$53.5M -$9.93K 1 0.79% Reduced
12
CIBC World Market
CIBC World Market
Ontario, Canada
$48.1M -$7.21M 3 0.23% Reduced
13
Morgan Stanley
Morgan Stanley
New York
$46.9M +$20M 8 0.01% Increased
14
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$45.1M -$295K 1 0.41% Reduced
15
TD Asset Management
TD Asset Management
Ontario, Canada
$42.1M +$10.5K 3 0.06% Increased
16
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$40M +$19.8M 1 0.07% Increased
17
Bank of Montreal
Bank of Montreal
Ontario, Canada
$40M -$784K 5 0.04% Reduced
18
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35.1M -$11.9M 2 0.21% Reduced
19
BCIM
Black Creek Investment Management
Ontario, Canada
$34.5M -$496K 1 1.52% Reduced
20
1832 Asset Management
1832 Asset Management
Ontario, Canada
$26.5M -$2.88M 3 0.09% Reduced
21
CBOA
Commonwealth Bank of Australia
Australia
$26.2M +$7.34M 1 0.26% Increased
22
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$25M -$131M 1 0.15% Reduced
23
Norges Bank
Norges Bank
Norway
$24.4M +$5.5M 1 0.01% Increased
24
Brandes Investment Partners
Brandes Investment Partners
California
$23.3M +$1.1M 1 0.47% Increased
25
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.7M -$32.8M 3 0.03% Reduced