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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	Citadel Advisors Miami, Florida	$85.4M	+$30.8M	11	0.02%	Increased
27	Jane Street New York	$85.2M	+$42.8M	10	0.04%	Increased
28	Geode Capital Management Boston, Massachusetts	$73M	+$5.89M	8	0.01%	Increased
29	Norges Bank Oslo, Norway	$72.8M	+$34.5M	1	0.02%	Increased
30	CIBC World Market Toronto, Ontario, Canada	$70.7M	+$16.5M	6	0.25%	Increased
31	Phoenix Financial Givatayim, Israel	$70.4M	+$70.7M	2	1.36%	New
32	SCP SailingStone Capital Partners Houston, Texas	$64.7M	+$10.2M	1	21.62%	Increased
33	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$64.3M	-$4.64M	3	0.37%	Reduced
34	Citigroup New York	$63.5M	+$27.9M	9	0.05%	Increased
35	Amundi Paris, France	$62.5M	+$9.07M	1	0.03%	Increased
36	Driehaus Capital Management Chicago, Illinois	$62.3M	-$76.7M	3	0.93%	Reduced
37	ZP Zimmer Partners New York	$61.8M	+$64.1M	1	1.24%	New
38	PIP Permian Investment Partners Dallas, Texas	$56.9M	+$49.4M	1	9.94%	Increased
39	Aristotle Capital Management Los Angeles, California	$54.6M	-$2.57M	1	0.12%	Reduced
40	Swiss National Bank Zurich, Switzerland	$54.3M	+$948K	6	0.04%	Increased
41	Goldman Sachs New York	$51.5M	+$10M	9	0.01%	Increased
42	JP Morgan Chase New York	$50.9M	-$2.38M	7	0.01%	Reduced
43	Legal & General Group London, United Kingdom	$49.3M	+$917K	7	0.02%	Increased
44	P3I Progeny 3 Inc Kirkland, Washington	$48.4M	-$1.41M	1	8.41%	Reduced
45	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$47.4M	+$2.19M	6	0.03%	Increased
46	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$47M	-$737K	4	0.07%	Reduced
47	HIG Herr Investment Group Austin, Texas	$46.9M	+$47.6M	4	2.85%	New
48	Ghisallo Capital Management Boston, Massachusetts	$45.3M	+$47M	1	8.07%	New
49	Renaissance Technologies New York	$43.6M	+$34.3M	6	0.06%	Increased
50	TD Asset Management Toronto, Ontario, Canada	$41.5M	-$11.3K	4	0.05%	Reduced