← 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
$715M -$12.7M 9 1.53% Reduced
2
Fidelity Investments
Fidelity Investments
Massachusetts
$708M +$35.3M 8 0.06% Increased
3
Vanguard Group
Vanguard Group
Pennsylvania
$623M +$9.11M 8 0.01% Increased
4
Capital World Investors
Capital World Investors
California
$447M +$51.1K 1 0.09% Increased
5
BlackRock
BlackRock
New York
$368M +$58.6M 6 0.01% Increased
6
ALPS Advisors
ALPS Advisors
Colorado
$359M +$6.34M 7 3.12% Increased
7
Morgan Stanley
Morgan Stanley
New York
$335M -$14.7M 12 0.03% Reduced
8
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$327M +$104M 5 0.05% Increased
9
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$321M +$23.7M 11 0.08% Increased
10
William Blair Investment Management
William Blair Investment Management
Illinois
$263M -$51.8M 1 0.84% Reduced
11
AllianceBernstein
AllianceBernstein
Tennessee
$251M +$14M 7 0.1% Increased
12
Fidelity International
Fidelity International
Bermuda
$243M +$37.6M 1 0.27% Increased
13
Bank of Montreal
Bank of Montreal
Ontario, Canada
$200M +$25.8M 10 0.07% Increased
14
KeyBank National Association
KeyBank National Association
Ohio
$198M -$5.97M 1 0.9% Reduced
15
Ameriprise
Ameriprise
Minnesota
$186M +$12.6M 6 0.06% Increased
16
SCM
Segra Capital Management
Florida
$172M +$4.19M 5 99.98% Increased
17
Bank of America
Bank of America
North Carolina
$155M +$13.1M 12 0.02% Increased
18
Bank of New York Mellon
Bank of New York Mellon
New York
$150M -$15.3M 7 0.03% Reduced
19
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$149M +$3.11M 4 0.39% Increased
20
Driehaus Capital Management
Driehaus Capital Management
Illinois
$148M +$46.4M 2 1.87% Increased
21
Perpetual Ltd
Perpetual Ltd
Australia
$146M +$4.82M 1 1.25% Increased
22
MI
MMCAP International
Cayman Islands
$141M -$20.7M 6 46.41% Reduced
23
Invesco
Invesco
Georgia
$134M +$76M 7 0.04% Increased
24
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$112M +$15M 3 0.56% Increased
25
JP Morgan Chase
JP Morgan Chase
New York
$110M +$24.3M 8 0.01% Increased