← 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
$681M +$33.3M 8 1.83% Increased
2
Vanguard Group
Vanguard Group
Pennsylvania
$492M +$25.8M 7 0.01% Increased
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$322M -$63.1M 5 0.05% Reduced
4
ALPS Advisors
ALPS Advisors
Colorado
$315M +$15.3M 6 2.98% Increased
5
Morgan Stanley
Morgan Stanley
New York
$307M +$22.6M 11 0.04% Increased
6
Capital World Investors
Capital World Investors
California
$306M +$36.1M 1 0.07% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$283M +$61.7M 7 0.03% Increased
8
William Blair Investment Management
William Blair Investment Management
Illinois
$271M -$53.2M 1 1.07% Reduced
9
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$232M -$11.9M 10 0.07% Reduced
10
KeyBank National Association
KeyBank National Association
Ohio
$186M +$2.23M 2 0.97% Increased
11
AllianceBernstein
AllianceBernstein
Tennessee
$179M -$44M 6 0.09% Reduced
12
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$175M -$65.6M 1 16.16% Reduced
13
BlackRock
BlackRock
New York
$174M +$7.49M 5 0.01% Increased
14
Bank of Montreal
Bank of Montreal
Ontario, Canada
$163M +$14.3M 7 0.07% Increased
15
Driehaus Capital Management
Driehaus Capital Management
Illinois
$155M +$4.9M 3 2.35% Increased
16
Ameriprise
Ameriprise
Minnesota
$126M -$17.2M 6 0.05% Reduced
17
SCM
Segra Capital Management
Florida
$120M +$24.1M 5 100% Increased
18
State Street
State Street
Massachusetts
$102M -$34.3M 4 0.01% Reduced
19
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$101M +$12.2M 4 0.32% Increased
20
MI
MMCAP International
Cayman Islands
$101M +$28.4M 5 7.97% Increased
21
Pendal Group
Pendal Group
Australia
$95.5M +$12.6M 1 0.93% Increased
22
Bank of New York Mellon
Bank of New York Mellon
New York
$90.2M +$44.5M 7 0.02% Increased
23
Bank of America
Bank of America
North Carolina
$86.9M +$7.53M 11 0.01% Increased
24
Wellington Management Group
Wellington Management Group
Massachusetts
$84.4M +$23.8M 1 0.02% Increased
25
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$74.2M +$31M 3 0.49% Increased