What smart money is saying about Cameco Corporation
5 funds in our archive have pitched Cameco Corporation — most recently Hardman Johnston Global Equity in March 2026.
Saskatoon, Canada-headquartered Cameco Corporation, established in 1987, is a prominent player in the global uranium market, involved in both its production and sale. The company's operations are structured into two core divisions: Uranium and Fuel Services. The Uranium segment encompasses the entire lifecycle from exploration, mining, and milling to the procurement and distribution of uranium concentrate. Its Fuel Services counterpart undertakes the crucial steps of refining, converting, and fabricating uranium concentrate, offering related conversion services, and additionally manufactures fuel bundles and reactor components specifically for CANDU reactors. Cameco's comprehensive range of uranium products and fuel services are supplied to nuclear utilities across the Americas, Europe, and Asia.
Fund coverage · 5 theses
- Hardman Johnston Global EquityMarch 2026
Cameco Corporation is a uranium supplier positioned to benefit from nuclear demand, energy diversification, and AI-driven power needs.
Read the full thesis - Alger International Opportunities Fund IMarch 2026
Cameco is a vertically integrated uranium and nuclear fuel company benefiting from tightening supply, rising nuclear demand, and AI-driven power needs.
Read the full thesis - Alger International Opportunities FundMarch 2026
Cameco Corporation is a vertically integrated uranium and nuclear fuel company positioned to benefit from tightening supply, growing nuclear power demand including AI-driven electricity needs, and contributions from Westinghouse.
Read the full thesis - Hardman Johnston International Equity Developed MarketsMarch 2026
Cameco Corporation is a vertically integrated nuclear leader positioned to benefit from Western decoupling from Russian fuel and rising nuclear demand.
Read the full thesis - AppleseedDecember 2024
Cameco Corporation is a leading uranium supplier with strong reserves, and Sprott Physical Uranium Trust provides direct exposure to uranium price changes without equity risk.
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