← 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
$221M -$2.44M 2 1.67% Reduced
2
Global X Management Company
Global X Management Company
New York
$176M +$9.4M 7 3.5% Increased
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M $0 1 0.36% Maintained
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$131M +$7.88M 2 0.02% Increased
5
Vanguard Group
Vanguard Group
Pennsylvania
$104M +$2.79M 5 0% Increased
6
KGI
Kopernik Global Investors
Florida
$95.1M +$16.5M 1 14.81% Increased
7
Russell Investments Group
Russell Investments Group
United Kingdom
$93.4M +$14.2M 3 0.16% Increased
8
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$83M +$10.1M 8 0.04% Increased
9
Adage Capital Partners
Adage Capital Partners
Massachusetts
$73.3M -$6.95M 1 0.17% Reduced
10
Morgan Stanley
Morgan Stanley
New York
$50.9M -$3.2M 8 0.01% Reduced
11
CIBC World Market
CIBC World Market
Ontario, Canada
$46.7M +$3.26M 3 0.19% Increased
12
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$41.5M -$982K 1 0.72% Reduced
13
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$41.3M +$42.1M 1 0.51% New
14
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$41.2M +$10.7M 1 14.19% Increased
15
BCIM
Black Creek Investment Management
Ontario, Canada
$34.9M +$2.47M 1 1.14% Increased
16
TD Asset Management
TD Asset Management
Ontario, Canada
$33.2M -$1.9M 3 0.05% Reduced
17
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$33.1M -$8.91M 1 0.31% Reduced
18
Wellington Management Group
Wellington Management Group
Massachusetts
$31.9M +$25.1M 1 0.01% Increased
19
Manning & Napier Group
Manning & Napier Group
New York
$28.4M -$1.47M 1 0.28% Reduced
20
Bank of Montreal
Bank of Montreal
Ontario, Canada
$27.6M -$10.7M 4 0.02% Reduced
21
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25.1M -$1.34M 2 0.15% Reduced
22
Norges Bank
Norges Bank
Norway
$24.1M +$1.14M 1 0.01% Increased
23
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$21.9M +$111K 1 0.67% Increased
24
Citigroup
Citigroup
New York
$20.8M +$7.54M 7 0.02% Increased
25
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.4M -$296K 5 0.02% Reduced