← 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 -$8.71M 2 1.94% Reduced
2
Global X Management Company
Global X Management Company
New York
$171M -$36.8M 7 3.04% Reduced
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$161M -$904K 2 0.02% Reduced
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$148M -$32.9M 1 0.35% Reduced
5
Vanguard Group
Vanguard Group
Pennsylvania
$132M +$4.58M 6 0.01% Increased
6
KGI
Kopernik Global Investors
Florida
$120M +$1.93M 1 17.65% Increased
7
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$88.3M -$13.6M 8 0.04% Reduced
8
Adage Capital Partners
Adage Capital Partners
Massachusetts
$76.4M -$13.8M 1 0.17% Reduced
9
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$71.2M +$19.4M 1 0.85% Increased
10
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$67.1M +$15.6M 1 20.37% Increased
11
Morgan Stanley
Morgan Stanley
New York
$65.1M +$3.82M 8 0.02% Increased
12
Russell Investments Group
Russell Investments Group
United Kingdom
$58.4M -$52.1M 3 0.12% Reduced
13
CIBC World Market
CIBC World Market
Ontario, Canada
$53.6M -$4.02M 3 0.23% Reduced
14
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$42.8M +$12.4M 1 0.24% Increased
15
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$40.5M -$10.6M 1 0.68% Reduced
16
TD Asset Management
TD Asset Management
Ontario, Canada
$37.6M -$2.95M 3 0.06% Reduced
17
Wellington Management Group
Wellington Management Group
Massachusetts
$37.1M -$2.3M 1 0.01% Reduced
18
Norges Bank
Norges Bank
Norway
$35.2M +$5.19M 1 0.01% Increased
19
Bank of Montreal
Bank of Montreal
Ontario, Canada
$34.3M +$281K 5 0.03% Increased
20
Deutsche Bank
Deutsche Bank
Germany
$28.1M +$3.94M 7 0.01% Increased
21
Manning & Napier Group
Manning & Napier Group
New York
$26.9M -$8.02M 1 0.27% Reduced
22
BCIM
Black Creek Investment Management
Ontario, Canada
$26.5M -$16.2M 1 0.81% Reduced
23
BlackRock
BlackRock
New York
$26.4M +$9.31M 5 0% Increased
24
KeyBank National Association
KeyBank National Association
Ohio
$24.2M +$9.85M 1 0.14% Increased
25
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$24.1M +$2.45M 1 0.71% Increased