← 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
$533M -$65.9M 8 1.35% Reduced
2
Vanguard Group
Vanguard Group
Pennsylvania
$371M +$13.7M 7 0.01% Increased
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$307M -$102M 5 0.04% Reduced
4
William Blair Investment Management
William Blair Investment Management
Illinois
$258M -$8.99M 1 0.96% Reduced
5
ALPS Advisors
ALPS Advisors
Colorado
$252M +$321M 6 2.45% New
6
Morgan Stanley
Morgan Stanley
New York
$238M +$10.4M 11 0.03% Increased
7
Capital World Investors
Capital World Investors
California
$213M +$74.7K 1 0.05% Increased
8
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$198M +$29.6M 10 0.06% Increased
9
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$193M -$22M 1 18.66% Reduced
10
AllianceBernstein
AllianceBernstein
Tennessee
$179M +$168M 4 0.08% Increased
11
Fidelity Investments
Fidelity Investments
Massachusetts
$174M +$162M 7 0.02% Increased
12
KeyBank National Association
KeyBank National Association
Ohio
$146M +$5.58M 1 0.71% Increased
13
BlackRock
BlackRock
New York
$135M +$8.41M 5 0% Increased
14
Bank of Montreal
Bank of Montreal
Ontario, Canada
$128M +$27.8M 7 0.06% Increased
15
Driehaus Capital Management
Driehaus Capital Management
Illinois
$120M +$2.4M 3 1.94% Increased
16
Ameriprise
Ameriprise
Minnesota
$115M +$9.38M 4 0.04% Increased
17
State Street
State Street
Massachusetts
$114M -$507K 4 0.01% Reduced
18
KGI
Kopernik Global Investors
Florida
$88.1M -$24.3M 1 10.17% Reduced
19
SCM
Segra Capital Management
Florida
$83.6M +$16.9M 5 93.07% Increased
20
Jane Street
Jane Street
New York
$73.8M +$7.04M 10 0.03% Increased
21
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$70.3M +$384K 1 0.17% Increased
22
L1 Capital
L1 Capital
Australia
$66.4M -$2.68M 1 12.95% Reduced
23
Pendal Group
Pendal Group
Australia
$65.3M +$49.3M 1 0.64% Increased
24
Bank of America
Bank of America
North Carolina
$64.9M +$697K 10 0.01% Increased
25
MI
MMCAP International
Cayman Islands
$64M +$47.5M 4 5.13% Increased