← 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
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$436M +$85.2M 8 1.1% Increased
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$398M -$37.5M 5 0.04% Reduced
3
Vanguard Group
Vanguard Group
Pennsylvania
$372M +$8.54M 7 0.01% Increased
4
William Blair Investment Management
William Blair Investment Management
Illinois
$318M -$14.9M 1 0.9% Reduced
5
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$215M -$33.8M 1 16.97% Reduced
6
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$200M +$37.4M 6 5.1% Increased
7
KGI
Kopernik Global Investors
Florida
$195M -$3.75M 1 21.87% Reduced
8
Morgan Stanley
Morgan Stanley
New York
$175M -$2.26M 10 0.02% Reduced
9
MP
MFN Partners
Massachusetts
$155M -$8.26M 1 7.08% Reduced
10
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$154M -$18.6M 10 0.04% Reduced
11
BlackRock
BlackRock
New York
$141M +$2.95M 5 0% Increased
12
KeyBank National Association
KeyBank National Association
Ohio
$130M +$4.93M 1 0.56% Increased
13
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$129M +$59.9M 10 0.02% Increased
14
Manning & Napier Group
Manning & Napier Group
New York
$129M -$2.31M 1 1.1% Reduced
15
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$123M +$22.9M 5 0.64% Increased
16
Ameriprise
Ameriprise
Minnesota
$120M -$16.7M 1 0.04% Reduced
17
Goldman Sachs
Goldman Sachs
New York
$104M +$4.85M 7 0.02% Increased
18
Jane Street
Jane Street
New York
$99.7M +$48.8M 10 0.04% Increased
19
OWIM
Old West Investment Management
California
$97.1M -$2.04M 5 25.34% Reduced
20
Bank of Montreal
Bank of Montreal
Ontario, Canada
$93.4M -$5.9M 7 0.04% Reduced
21
Citadel Advisors
Citadel Advisors
Florida
$91.5M +$33.7M 8 0.02% Increased
22
Norges Bank
Norges Bank
Norway
$84.3M -$402K 1 0.02% Reduced
23
Russell Investments Group
Russell Investments Group
United Kingdom
$84.3M -$21.6M 3 0.14% Reduced
24
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$73.4M +$616K 2 0.13% Increased
25
State Street
State Street
Massachusetts
$70.2M -$17M 4 0% Reduced