← 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
$2.08B +$498M 10 0.14% Increased
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.06B +$136M 9 0.02% Increased
3
JP Morgan Chase
JP Morgan Chase
New York
$710M +$75.4M 11 0.06% Increased
4
ALPS Advisors
ALPS Advisors
Colorado
$697M +$23.6M 7 4.93% Increased
5
BlackRock
BlackRock
New York
$622M -$79.8M 8 0.01% Reduced
6
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$614M -$125M 11 1.33% Reduced
7
Capital World Investors
Capital World Investors
California
$594M +$9.46M 1 0.1% Increased
8
Fidelity International
Fidelity International
Bermuda
$564M +$339M 2 0.56% Increased
9
Morgan Stanley
Morgan Stanley
New York
$476M -$2.2M 14 0.04% Reduced
10
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$430M +$21.2M 12 0.1% Increased
11
Bank of America
Bank of America
North Carolina
$375M +$29.4M 12 0.03% Increased
12
MI
MMCAP International
Cayman Islands
$370M +$76.7M 7 48.1% Increased
13
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$352M -$60.9M 4 1.52% Reduced
14
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$298M +$11.2M 5 0.04% Increased
15
AllianceBernstein
AllianceBernstein
Tennessee
$285M +$11.4M 7 0.1% Increased
16
KeyBank National Association
KeyBank National Association
Ohio
$267M +$3.51M 1 1.1% Increased
17
Driehaus Capital Management
Driehaus Capital Management
Illinois
$257M +$57.2M 3 2.56% Increased
18
Bank of Montreal
Bank of Montreal
Ontario, Canada
$251M -$58.2M 11 0.08% Reduced
19
L1 Capital
L1 Capital
Australia
$251M +$10.6M 1 20.86% Increased
20
Goldman Sachs
Goldman Sachs
New York
$247M +$138M 12 0.04% Increased
21
Ameriprise
Ameriprise
Minnesota
$245M +$23.4M 7 0.07% Increased
22
Norges Bank
Norges Bank
Norway
$244M +$42.9M 3 0.04% Increased
23
Nuveen
Nuveen
North Carolina
$199M +$2.63M 7 0.06% Increased
24
State Street
State Street
Massachusetts
$187M +$11.5M 7 0.01% Increased
25
William Blair Investment Management
William Blair Investment Management
Illinois
$169M -$7.86M 1 0.44% Reduced