← 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
$255M -$811K 2 2.17% Reduced
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$203M +$43.1M 2 0.03% Increased
3
Vanguard Group
Vanguard Group
Pennsylvania
$148M +$13.4M 6 0.01% Increased
4
KGI
Kopernik Global Investors
Florida
$108M -$4.32M 1 20.23% Reduced
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$108M +$5.21M 1 0.3% Increased
6
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$97.1M +$94.2M 7 0.88% Increased
7
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$87M +$1.33M 1 1.24% Increased
8
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$86.7M -$5.69M 8 0.04% Reduced
9
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$67.7M $0 1 19.27% Maintained
10
Wellington Management Group
Wellington Management Group
Massachusetts
$66.5M -$5.16M 1 0.02% Reduced
11
Russell Investments Group
Russell Investments Group
United Kingdom
$66.2M -$2M 3 0.15% Reduced
12
CIBC World Market
CIBC World Market
Ontario, Canada
$51M +$3.61M 4 0.26% Increased
13
Morgan Stanley
Morgan Stanley
New York
$49M -$10M 8 0.01% Reduced
14
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$45.3M +$13.5M 2 0.31% Increased
15
Bank of Montreal
Bank of Montreal
Ontario, Canada
$37.2M +$2.67M 5 0.04% Increased
16
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$36.9M +$6.99M 1 1.3% Increased
17
Norges Bank
Norges Bank
Norway
$35.5M $0 1 0.01% Maintained
18
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$35.1M -$1.92M 1 0.73% Reduced
19
BCIM
Black Creek Investment Management
Ontario, Canada
$35M -$626K 1 1.26% Reduced
20
BlackRock
BlackRock
New York
$28.8M +$2.74M 4 0% Increased
21
KeyBank National Association
KeyBank National Association
Ohio
$28.6M +$1.4M 1 0.19% Increased
22
MAM
Majedie Asset Management
United Kingdom
$28M +$27.9M 1 2.09% New
23
TD Asset Management
TD Asset Management
Ontario, Canada
$27M -$4.92M 3 0.05% Reduced
24
Deutsche Bank
Deutsche Bank
Germany
$23M -$3.7M 7 0.02% Reduced
25
Manning & Napier Group
Manning & Napier Group
New York
$22.6M -$4.1M 1 0.28% Reduced
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