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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	KGI Kopernik Global Investors Tampa, Florida	$71.7M	-$38M	1	7.88%	Reduced
27	Geode Capital Management Boston, Massachusetts	$71.3M	+$6.65M	8	0.01%	Increased
28	Aristotle Capital Management Los Angeles, California	$66.8M	-$927K	1	0.15%	Reduced
29	CIBC World Market Toronto, Ontario, Canada	$63.5M	-$10.7M	6	0.24%	Reduced
30	Citadel Advisors Miami, Florida	$61.9M	+$14.1M	9	0.01%	Increased
31	Swiss National Bank Zurich, Switzerland	$60M	+$941K	6	0.04%	Increased
32	JP Morgan Chase New York	$60M	+$3.94M	8	0.01%	Increased
33	P3I Progeny 3 Inc Kirkland, Washington	$58M	+$1.02M	2	9.69%	Increased
34	Amundi Paris, France	$57.8M	-$801K	1	0.03%	Reduced
35	Legal & General Group London, United Kingdom	$56.7M	-$1.39M	7	0.02%	Reduced
36	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$55M	-$9.12M	4	0.1%	Reduced
37	SCP SailingStone Capital Partners Houston, Texas	$54M	+$2.76M	1	14.06%	Increased
38	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$51.7M	+$11.6M	6	0.04%	Increased
39	Norges Bank Oslo, Norway	$46.3M	-$5.51M	1	0.01%	Reduced
40	L1 Capital Melbourne VIC 3000, Australia	$45.8M	-$11.2M	1	8.95%	Reduced
41	Jane Street New York	$45.3M	-$40M	10	0.02%	Reduced
42	TD Asset Management Toronto, Ontario, Canada	$44.7M	-$2.54M	4	0.06%	Reduced
43	Goldman Sachs New York	$43.5M	-$4.49M	9	0.01%	Reduced
44	Citigroup New York	$42.8M	-$6.74M	9	0.03%	Reduced
45	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$41.2M	+$15.7M	1	3.07%	Increased
46	Susquehanna International Group Bala Cynwyd, Pennsylvania	$40.3M	-$32.5M	10	0.01%	Reduced
47	Fidelity International Hamilton, Bermuda	$37.6M	+$19.6M	1	0.05%	Increased
48	OWIM Old West Investment Management Los Angeles, California	$36.1M	+$23.6K	5	25.58%	Increased
49	Russell Investments Group London, United Kingdom	$35.4M	-$17.5M	2	0.08%	Reduced
50	ACM Azarias Capital Management Berwyn, Pennsylvania	$34.6M	-$287K	5	37.89%	Reduced