← 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
$231M +$11.5M 2 1.57% Increased
2
Global X Management Company
Global X Management Company
New York
$196M +$34.1M 7 4.46% Increased
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$150M $0 1 0.35% Maintained
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$125M +$7.52M 2 0.02% Increased
5
Vanguard Group
Vanguard Group
Pennsylvania
$106M +$4.06M 5 0% Increased
6
Russell Investments Group
Russell Investments Group
United Kingdom
$90.3M +$3.64M 3 0.15% Increased
7
Adage Capital Partners
Adage Capital Partners
Massachusetts
$81.3M +$4.69M 1 0.18% Increased
8
KGI
Kopernik Global Investors
Florida
$80.2M +$4.57M 1 14.88% Increased
9
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$74.9M +$12.3M 8 0.03% Increased
10
Morgan Stanley
Morgan Stanley
New York
$58.1M +$11.5M 8 0.02% Increased
11
CIBC World Market
CIBC World Market
Ontario, Canada
$44.2M -$1.77M 3 0.2% Reduced
12
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$43.4M -$8.17M 1 0.64% Reduced
13
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$42.6M -$774K 1 0.37% Reduced
14
Bank of Montreal
Bank of Montreal
Ontario, Canada
$39.1M +$738K 5 0.03% Increased
15
TD Asset Management
TD Asset Management
Ontario, Canada
$37M -$4.36M 3 0.05% Reduced
16
BCIM
Black Creek Investment Management
Ontario, Canada
$33.2M -$6.56K 1 1.25% Reduced
17
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$31.2M +$31.6M 1 15.07% New
18
Manning & Napier Group
Manning & Napier Group
New York
$30.3M +$30.8M 1 0.27% New
19
Deutsche Bank
Deutsche Bank
Germany
$30.1M +$10.9M 7 0.02% Increased
20
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$29.7M -$6.09M 2 0.17% Reduced
21
Norges Bank
Norges Bank
Norway
$23.5M $0 1 0.01% Maintained
22
1832 Asset Management
1832 Asset Management
Ontario, Canada
$22.9M -$7.87M 2 0.07% Reduced
23
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$22.2M +$16.5M 1 0.64% Increased
24
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.4M +$428K 5 0.02% Increased
25
CBOA
Commonwealth Bank of Australia
Australia
$21.2M -$4.05M 1 0.21% Reduced