← 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
$618M -$15.7M 9 1.44% Reduced
2
Fidelity Investments
Fidelity Investments
Massachusetts
$559M +$172M 7 0.05% Increased
3
Vanguard Group
Vanguard Group
Pennsylvania
$520M +$5.41M 7 0.01% Increased
4
Capital World Investors
Capital World Investors
California
$374M -$22.2K 1 0.08% Reduced
5
Morgan Stanley
Morgan Stanley
New York
$301M +$2.71M 12 0.03% Increased
6
ALPS Advisors
ALPS Advisors
Colorado
$300M +$9.12M 7 2.65% Increased
7
William Blair Investment Management
William Blair Investment Management
Illinois
$268M -$25.5M 1 0.93% Reduced
8
BlackRock
BlackRock
New York
$262M -$628K 5 0.01% Reduced
9
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$247M +$6.29M 11 0.07% Increased
10
AllianceBernstein
AllianceBernstein
Tennessee
$197M +$17.1M 7 0.08% Increased
11
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$178M -$78.6M 5 0.03% Reduced
12
KeyBank National Association
KeyBank National Association
Ohio
$171M -$12.2M 1 0.81% Reduced
13
Fidelity International
Fidelity International
Bermuda
$168M +$170M 1 0.19% New
14
Ameriprise
Ameriprise
Minnesota
$146M -$3.98M 6 0.05% Reduced
15
MI
MMCAP International
Cayman Islands
$146M +$45.5M 8 28.73% Increased
16
Bank of Montreal
Bank of Montreal
Ontario, Canada
$143M -$770K 9 0.06% Reduced
17
SCM
Segra Capital Management
Florida
$141M +$15.7M 6 99.78% Increased
18
Bank of New York Mellon
Bank of New York Mellon
New York
$140M +$14.4M 7 0.03% Increased
19
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$124M -$18.1M 2 8.89% Reduced
20
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$123M +$117M 1 3.18% Increased
21
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$122M +$9.41M 4 0.36% Increased
22
Bank of America
Bank of America
North Carolina
$120M +$8.41M 12 0.01% Increased
23
Perpetual Ltd
Perpetual Ltd
Australia
$117M +$118M 1 1.01% New
24
Canoe Financial
Canoe Financial
Alberta, Canada
$111M +$57.2M 2 1.55% New
25
State Street
State Street
Massachusetts
$106M -$15.2M 4 0.01% Reduced