← 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 -$7.4M 2 1.9% Reduced
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$161M -$1.54M 2 0.02% Reduced
3
Vanguard Group
Vanguard Group
Pennsylvania
$140M +$4.69M 6 0.01% Increased
4
KGI
Kopernik Global Investors
Florida
$113M -$7.97M 1 21.04% Reduced
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$103M +$23.7M 1 0.23% Increased
6
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$92.8M +$3.27M 8 0.04% Increased
7
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$86.1M +$12.9M 1 1% Increased
8
Russell Investments Group
Russell Investments Group
United Kingdom
$72.3M +$9.82M 3 0.14% Increased
9
Wellington Management Group
Wellington Management Group
Massachusetts
$71.9M +$31.7M 1 0.02% Increased
10
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.5M -$72.5M 1 0.17% Reduced
11
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$68M $0 1 19.32% Maintained
12
Morgan Stanley
Morgan Stanley
New York
$61.8M -$5.08M 8 0.02% Reduced
13
CIBC World Market
CIBC World Market
Ontario, Canada
$47.7M -$6.07M 3 0.2% Reduced
14
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$37.2M -$3.52M 1 0.62% Reduced
15
BCIM
Black Creek Investment Management
Ontario, Canada
$35.8M +$8.17M 1 1.09% Increased
16
Norges Bank
Norges Bank
Norway
$35.7M $0 1 0.01% Maintained
17
Bank of Montreal
Bank of Montreal
Ontario, Canada
$34.9M +$12.8K 5 0.03% Increased
18
BlackRock
BlackRock
New York
$32.8M +$1.55M 4 0% Increased
19
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.4M -$10.2M 1 0.18% Reduced
20
TD Asset Management
TD Asset Management
Ontario, Canada
$32.3M -$5.54M 3 0.05% Reduced
21
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$30.2M +$5.3M 1 0.86% Increased
22
KeyBank National Association
KeyBank National Association
Ohio
$27.3M +$2.53M 1 0.15% Increased
23
Deutsche Bank
Deutsche Bank
Germany
$27.2M -$1.67M 7 0.01% Reduced
24
Manning & Napier Group
Manning & Napier Group
New York
$26.7M -$481K 1 0.26% Reduced
25
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$22.8M -$895K 4 0.04% Reduced