← 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
$550M +$129M 8 1.18% Increased
2
Vanguard Group
Vanguard Group
Pennsylvania
$400M +$20.6M 7 0.01% Increased
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$379M -$23M 5 0.03% Reduced
4
William Blair Investment Management
William Blair Investment Management
Illinois
$293M -$29.3M 1 0.79% Reduced
5
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$251M +$60.6M 6 4.86% Increased
6
Morgan Stanley
Morgan Stanley
New York
$198M +$28.4M 9 0.02% Increased
7
KGI
Kopernik Global Investors
Florida
$196M +$314K 1 18.68% Increased
8
Jane Street
Jane Street
New York
$179M +$94.3M 10 0.06% Increased
9
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$178M +$27.7M 9 0.04% Increased
10
BlackRock
BlackRock
New York
$166M +$16.4M 5 0% Increased
11
KeyBank National Association
KeyBank National Association
Ohio
$138M +$8.75M 1 0.55% Increased
12
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$123M -$108M 2 9.26% Reduced
13
Bank of Montreal
Bank of Montreal
Ontario, Canada
$122M +$26.1M 6 0.07% Increased
14
MP
MFN Partners
Massachusetts
$122M -$37.1M 1 4.78% Reduced
15
State Street
State Street
Massachusetts
$120M +$49.7M 4 0.01% Increased
16
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$115M -$9.6M 3 0.56% Reduced
17
Ameriprise
Ameriprise
Minnesota
$113M -$7.94M 2 0.03% Reduced
18
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$98.6M +$48.9M 5 0.13% Increased
19
Citadel Advisors
Citadel Advisors
Florida
$96.9M +$7.39M 11 0.02% Increased
20
Driehaus Capital Management
Driehaus Capital Management
Illinois
$93.7M +$58.6M 2 0.96% Increased
21
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$88.9M -$44M 10 0.01% Reduced
22
Wellington Management Group
Wellington Management Group
Massachusetts
$75.4M +$17.3M 2 0.01% Increased
23
Adage Capital Partners
Adage Capital Partners
Massachusetts
$74.6M +$19.4M 1 0.13% Increased
24
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$72.9M -$787K 1 0.1% Reduced
25
Two Sigma Investments
Two Sigma Investments
New York
$68.5M +$44M 4 0.15% Increased