← 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
Vanguard Group
Vanguard Group
Pennsylvania
$2.8B +$213M 9 0.04% Increased
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$2.52B +$84.9M 12 4.04% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.64B +$59M 10 0.09% Increased
4
VanEck Associates
VanEck Associates
New York
$1.5B +$264M 7 1.39% Increased
5
BlackRock
BlackRock
New York
$1.48B -$13.1M 9 0.03% Reduced
6
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.19B +$427M 6 0.13% Increased
7
Capital World Investors
Capital World Investors
California
$1.13B +$8.29M 1 0.15% Increased
8
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.12B +$42.3M 16 0.18% Increased
9
ALPS Advisors
ALPS Advisors
Colorado
$1.11B -$93M 7 6.16% Reduced
10
Bank of America
Bank of America
North Carolina
$976M +$27.5M 15 0.07% Increased
11
Fidelity International
Fidelity International
Bermuda
$929M -$195M 2 0.73% Reduced
12
Morgan Stanley
Morgan Stanley
New York
$755M +$27M 15 0.05% Increased
13
Geode Capital Management
Geode Capital Management
Massachusetts
$661M +$54.8M 10 0.04% Increased
14
State Street
State Street
Massachusetts
$634M +$10M 7 0.02% Increased
15
JP Morgan Chase
JP Morgan Chase
New York
$542M +$1.37M 12 0.03% Increased
16
DZ Bank
DZ Bank
Germany
$491M -$94.5M 2 0.43% Reduced
17
Bank of Montreal
Bank of Montreal
Ontario, Canada
$484M +$40.4M 13 0.19% Increased
18
TD Asset Management
TD Asset Management
Ontario, Canada
$463M +$203M 5 0.38% Increased
19
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$463M -$6.06M 1 7.53% Reduced
20
Driehaus Capital Management
Driehaus Capital Management
Illinois
$453M -$32.1M 6 3.25% Reduced
21
KeyBank National Association
KeyBank National Association
Ohio
$424M -$36.6M 2 1.49% Reduced
22
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$424M +$98.8M 7 1.34% Increased
23
UBS Group
UBS Group
Switzerland
$374M -$66.8M 17 0.06% Reduced
24
National Bank of Canada
National Bank of Canada
Quebec, Canada
$355M -$34.4M 16 0.35% Reduced
25
AllianceBernstein
AllianceBernstein
Tennessee
$351M -$188M 8 0.11% Reduced