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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
26	Brandes Investment Partners La Jolla, California	$69.8M	-$6.47M	1	1.52%	Reduced
27	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$65.5M	+$2.52M	7	0.05%	Increased
28	CIBC World Market Toronto, Ontario, Canada	$59.7M	-$1.09M	5	0.2%	Reduced
29	Wellington Management Group Boston, Massachusetts	$59.5M	-$18.2M	1	0.01%	Reduced
30	L1 Capital Melbourne VIC 3000, Australia	$59.4M	+$2.38M	1	7.39%	Increased
31	Bank of America Charlotte, North Carolina	$59.1M	+$5.9M	8	0.01%	Increased
32	Adage Capital Partners Boston, Massachusetts	$57M	+$11.4M	1	0.11%	Increased
33	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$55.4M	+$1.2M	5	0.09%	Increased
34	Geode Capital Management Boston, Massachusetts	$54.6M	+$5.47M	8	0.01%	Increased
35	AllianceBernstein Nashville, Tennessee	$53.3M	+$334K	5	0.02%	Increased
36	Aristotle Capital Management Los Angeles, California	$51.2M	+$1.81M	1	0.1%	Increased
37	Legal & General Group London, United Kingdom	$48.8M	+$1.68M	7	0.02%	Increased
38	Assenagon Asset Management Senningerberg, Luxembourg	$48.6M	-$11.5M	1	0.16%	Reduced
39	Guardian Capital (Canada) Toronto, Ontario, Canada	$45.4M	-$8.04M	1	0.94%	Reduced
40	Swiss National Bank Zurich, Switzerland	$44.7M	-$128K	4	0.03%	Reduced
41	MI MMCAP International Grand Cayman, Cayman Islands	$44.1M	-$4.2M	3	3.09%	Reduced
42	P3I Progeny 3 Inc Kirkland, Washington	$43M	+$3.03M	3	10.7%	Increased
43	TD Asset Management Toronto, Ontario, Canada	$42.1M	-$507K	4	0.04%	Reduced
44	Credit Suisse Zurich, Switzerland	$39.5M	+$2.82M	8	0.02%	Increased
45	Citigroup New York	$39.5M	+$22.8K	9	0.02%	Increased
46	Driehaus Capital Management Chicago, Illinois	$39.3M	+$25.7M	2	0.47%	Increased
47	Millennium Management New York	$39M	+$31M	6	0.02%	Increased
48	Two Sigma Advisers New York	$36.8M	+$30.9M	4	0.1%	Increased
49	Mackenzie Financial Toronto Ontario, Ontario, Canada	$36.1M	+$4.36M	6	0.05%	Increased
50	JP Morgan Chase New York	$36M	+$1.47M	7	0%	Increased