← 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
Fidelity Investments
Fidelity Investments
Massachusetts
$1.24B +$300M 9 0.11% Increased
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.01B +$52.7M 10 2.22% Increased
3
Vanguard Group
Vanguard Group
Pennsylvania
$832M +$9.68M 9 0.02% Increased
4
BlackRock
BlackRock
New York
$611M +$93.9M 6 0.02% Increased
5
Capital World Investors
Capital World Investors
California
$567M +$213K 1 0.11% Increased
6
ALPS Advisors
ALPS Advisors
Colorado
$508M +$28.1M 7 4.22% Increased
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$461M +$39.3M 5 0.07% Increased
8
Morgan Stanley
Morgan Stanley
New York
$433M +$5.52M 13 0.04% Increased
9
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$389M -$15.2M 13 0.11% Reduced
10
Credit Suisse
Credit Suisse
Switzerland
$348M -$1.85M 7 0.35% Reduced
11
Fidelity International
Fidelity International
Bermuda
$327M +$17.3M 1 0.39% Increased
12
AllianceBernstein
AllianceBernstein
Tennessee
$292M -$24.3M 7 0.12% Reduced
13
Bank of America
Bank of America
North Carolina
$255M +$52.4M 12 0.03% Increased
14
Bank of Montreal
Bank of Montreal
Ontario, Canada
$253M -$6M 10 0.09% Reduced
15
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$248M +$93.5M 3 1.3% Increased
16
KeyBank National Association
KeyBank National Association
Ohio
$248M -$2.26M 1 1.19% Reduced
17
Ameriprise
Ameriprise
Minnesota
$224M -$13.1M 6 0.07% Reduced
18
MI
MMCAP International
Cayman Islands
$216M +$13.2M 6 62.14% Increased
19
JP Morgan Chase
JP Morgan Chase
New York
$207M +$58.3M 10 0.02% Increased
20
William Blair Investment Management
William Blair Investment Management
Illinois
$195M -$123M 1 0.65% Reduced
21
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$191M +$1.11M 4 0.5% Increased
22
L1 Capital
L1 Capital
Australia
$177M +$26.9M 1 15.11% Increased
23
Driehaus Capital Management
Driehaus Capital Management
Illinois
$174M -$15.1M 2 2.26% Reduced
24
Norges Bank
Norges Bank
Norway
$172M +$46.9M 2 0.03% Increased
25
Invesco
Invesco
Georgia
$171M +$1.93M 8 0.05% Increased