Voya Investment Management released its Q3 2025 investor letter for its Voya MI Dynamic Small Cap Fund, an actively managed US Small Cap core equity strategy. Despite equity markets showing a strong recovery, the fund underperformed the index in the quarter due to negative stock selection impact. Technology and communication services outperformed, while consumer staples lagged.

In Q3 2025, Uranium Energy Corp. (UEC) was highlighted in Voya MI Dynamic Small Cap Fund’s investor letter. The company engages in uranium and titanium concentrates processing. UEC saw a 10.08% one-month return and a 68.31% gain over 52 weeks, closing at $13.65 per share on December 08, 2025, with a market cap of $6.596 billion.

Voya MI Dynamic Small Cap Fund noted that UEC, Primoris Services Corp., and Cleveland-Cliffs Inc. were top contributors to performance in Q3 2025. UEC’s stock rose after an announcement regarding the expedited Sweetwater Uranium Complex project. The fund maintained an overweight position in UEC to balance risk exposures.

UEC saw a significant rise in its stock price for the fifth consecutive day, driven by promising prospects from the energy boom. While 41 hedge fund portfolios held UEC at the end of Q3, Insider Monkey highlighted other AI stocks with greater upside potential and less downside risk. Consider exploring their free report on the best short-term AI stock.

UEC was not among the 30 most popular stocks among hedge funds in Q3 2025. Despite its potential as an investment, Insider Monkey suggests exploring other AI stocks with better risk-reward profiles. For more insights on UEC and other stocks discussed by Jim Cramer, check out their articles and hedge fund investor letters for Q3 2025.

Read more at Yahoo Finance: Uranium Energy Corp. (UEC) Soared After Sweetwater Uranium Complex Update