The Stockpickr Guide to Uranium

For the full list of U.S.-listed uranium miners, Stockpickr member Irongate has set up the Uranium Miners (U.S.-listed) holdings portfolio, with some commentary. He also gives links to some other uranium-related Web sites and resources.

It's interesting to see which hedge funds own a variety of uranium companies and which other companies they might own to hedge their exposure to the space.

For instance, hedge fund Pate Capital owns both Cardero Resource(CDY Quote) and Fronteer Development Group(FRG Quote). Not only is Fronteer a uranium company, but it also owns a 47% stake in gold company Aurora Energy Resources. From looking at Pate's portfolio, I can see they are making two big bets: gold and alternative energy.

For instance, they own Sasol(SSL Quote), which helps extract energy from coal, and Maxwell Technologies(MXWL Quote), which makes energy storage and power delivery products. They also own streetTracks Gold Shares(GLD Quote), a gold-focused exchange-traded fund.

If there are any uranium plays that you think are interesting and are missing from these lists, set up a portfolio on Stockpickr.com and let me know.