← 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
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$389M +$5.64M 5 0.04% Increased
2
Vanguard Group
Vanguard Group
Pennsylvania
$313M +$15.2M 7 0.01% Increased
3
William Blair Investment Management
William Blair Investment Management
Illinois
$296M -$4.05M 1 0.93% Reduced
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$292M +$61.2M 7 0.81% Increased
5
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$224M +$10.8M 1 19.42% Increased
6
KGI
Kopernik Global Investors
Florida
$176M -$12.2M 1 18.43% Reduced
7
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$168M -$9.11M 2 1% Reduced
8
Morgan Stanley
Morgan Stanley
New York
$156M +$45.4M 9 0.02% Increased
9
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$155M +$25M 9 0.04% Increased
10
MP
MFN Partners
Massachusetts
$145M +$28.3M 1 7.78% Increased
11
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$134M +$55.6M 6 4.25% Increased
12
Ameriprise
Ameriprise
Minnesota
$122M -$1.61M 1 0.04% Reduced
13
Manning & Napier Group
Manning & Napier Group
New York
$116M -$1.94M 1 0.95% Reduced
14
BlackRock
BlackRock
New York
$114M +$20.5M 5 0% Increased
15
KeyBank National Association
KeyBank National Association
Ohio
$109M +$4.97M 1 0.48% Increased
16
Russell Investments Group
Russell Investments Group
United Kingdom
$95.3M -$18M 4 0.16% Reduced
17
Bank of Montreal
Bank of Montreal
Ontario, Canada
$92.6M -$830K 8 0.05% Reduced
18
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$85.5M +$15.1M 1 0.43% Increased
19
Goldman Sachs
Goldman Sachs
New York
$84.9M +$36.8M 7 0.02% Increased
20
OWIM
Old West Investment Management
California
$79.2M +$3.61M 5 16.38% Increased
21
State Street
State Street
Massachusetts
$77.7M +$15.4M 4 0% Increased
22
Norges Bank
Norges Bank
Norway
$74.9M -$6.31M 1 0.02% Reduced
23
Wellington Management Group
Wellington Management Group
Massachusetts
$71M +$1.91M 1 0.01% Increased
24
Brandes Investment Partners
Brandes Investment Partners
California
$68.2M -$39M 1 1.52% Reduced
25
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$64.1M +$82.3K 1 0.12% Increased