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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	Geode Capital Management Boston, Massachusetts	$166M	+$9.93M	9	0.02%	Increased
27	Bank of Nova Scotia Toronto, Ontario, Canada	$159M	-$22.6M	4	0.32%	Reduced
28	CIBC World Market Toronto, Ontario, Canada	$146M	-$3.05M	7	0.35%	Reduced
29	Bank of New York Mellon New York	$144M	-$12.4M	7	0.03%	Reduced
30	National Bank of Canada Montreal, Quebec, Canada	$138M	-$83.3M	11	0.21%	Reduced
31	PIM Platinum Investment Management Sydney Australia 2000, Australia	$134M	+$796K	1	5.4%	Increased
32	SCM Segra Capital Management Palm Beach, Florida	$131M	+$17.9M	4	100%	Increased
33	Jane Street New York	$130M	-$117M	13	0.03%	Reduced
34	CIBC Asset Management Toronto, Ontario, Canada	$127M	+$21.1M	5	0.44%	Increased
35	Invesco Atlanta, Georgia	$118M	-$35.6M	8	0.03%	Reduced
36	Legal & General Group London, United Kingdom	$114M	+$22.8M	7	0.03%	Increased
37	Amundi Paris, France	$106M	+$1.65M	2	0.05%	Increased
38	Susquehanna International Group Bala Cynwyd, Pennsylvania	$103M	-$19.3M	12	0.02%	Reduced
39	Vident Advisory Alpharetta, Georgia	$102M	+$14.9M	9	2.12%	Increased
40	Aristotle Capital Management Los Angeles, California	$101M	-$121M	1	0.19%	Reduced
41	Point72 Asset Management Stamford, Connecticut	$100M	-$1.08M	5	0.24%	Reduced
42	TD Asset Management Toronto, Ontario, Canada	$94.5M	+$3.54M	4	0.09%	Increased
43	P3I Progeny 3 Inc Kirkland, Washington	$91.4M	$0	1	10.05%	Maintained
44	Phoenix Financial Givatayim, Israel	$87.9M	+$85.5M	2	1.22%	Increased
45	Citadel Advisors Miami, Florida	$86M	+$24.7M	13	0.02%	Increased
46	VanEck Associates New York	$82.3M	+$16.8M	7	0.12%	Increased
47	GRA Goehring & Rozencwajg Associates New York	$81.2M	+$4.7M	8	17.59%	Increased
48	Marshall Wace London, United Kingdom	$80.5M	-$27M	7	0.12%	Reduced
49	ACM Azarias Capital Management Berwyn, Pennsylvania	$79.5M	-$2.98M	6	33.31%	Reduced
50	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$79M	+$2.11M	7	0.07%	Increased