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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	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$3.23B	+$61M	13	3.85%	Increased
2	VanEck Associates New York	$2.38B	+$508M	9	1.45%	Increased
3	Vanguard Capital Management Malvern, Pennsylvania	$2.12B	+$52.7M	10	0.05%	Increased
4	BlackRock New York	$1.42B	+$23.2M	12	0.02%	Increased
5	Capital World Investors Los Angeles, California	$1.36B	+$11.5M	1	0.16%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$1.25B	+$144M	17	0.19%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$1.16B	+$51.9M	7	0.12%	Increased
8	Bank of America Charlotte, North Carolina	$1.15B	+$35.2M	14	0.07%	Increased
9	ALPS Advisors Denver, Colorado	$1.08B	-$28.6M	12	5.08%	Reduced
10	Morgan Stanley New York	$1.02B	+$160M	18	0.05%	Increased
11	Norges Bank Oslo, Norway	$866M	+$1B	5	0.09%	New
12	Fidelity International Hamilton, Bermuda	$863M	-$53M	3	0.62%	Reduced
13	Fidelity Investments Boston, Massachusetts	$851M	-$137M	11	0.04%	Reduced
14	Bank of Montreal Toronto, Ontario, Canada	$831M	+$162M	13	0.27%	Increased
15	Geode Capital Management Boston, Massachusetts	$819M	+$99.8M	12	0.04%	Increased
16	State Street Boston, Massachusetts	$729M	+$145M	8	0.02%	Increased
17	JP Morgan Chase New York	$654M	-$19.3M	12	0.04%	Reduced
18	Vanguard Fiduciary Trust Malvern, Pennsylvania	$575M	+$15.2M	10	0.13%	Increased
19	TD Asset Management Toronto, Ontario, Canada	$530M	-$37.9M	6	0.46%	Reduced
20	Goldman Sachs New York	$494M	-$6.92M	14	0.04%	Reduced
21	Massachusetts Financial Services Boston, Massachusetts	$489M	+$164M	2	0.16%	Increased
22	KeyBank National Association Cleveland, Ohio	$437M	-$17.7M	1	1.44%	Reduced
23	DZ Bank Frankfurt Am Main, Germany	$433M	-$13.5M	1	0.33%	Reduced
24	Hardman Johnston Global Advisors Stamford, Connecticut	$429M	+$91.3M	1	15.07%	Increased
25	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$421M	+$187M	2	0.23%	Increased