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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	CIBC World Market Toronto, Ontario, Canada	$372M	+$54M	8	0.6%	Increased
27	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$368M	+$39.6M	10	0.3%	Increased
28	UBS Group Zurich, Switzerland	$366M	+$25.2M	17	0.06%	Increased
29	Driehaus Capital Management Chicago, Illinois	$362M	-$71.8M	5	2.46%	Reduced
30	Jane Street New York	$322M	+$90.5M	17	0.05%	Increased
31	L1 Capital Melbourne VIC 3000, Australia	$316M	-$12.9M	2	16.48%	Reduced
32	Bank of New York Mellon New York	$305M	+$78.2M	9	0.05%	Increased
33	National Bank of Canada Montreal, Quebec, Canada	$296M	-$85.8M	17	0.27%	Reduced
34	Massachusetts Financial Services Boston, Massachusetts	$288M	+$38.5M	2	0.09%	Increased
35	Legal & General Group London, United Kingdom	$264M	+$12.9M	8	0.06%	Increased
36	D.E. Shaw & Co New York	$254M	+$80M	11	0.14%	Increased
37	Marshall Wace London, United Kingdom	$239M	+$124M	9	0.22%	Increased
38	AGF Management Toronto, Ontario, Canada	$225M	+$3.06M	3	0.98%	Increased
39	Ameriprise Minneapolis, Minnesota	$223M	+$45.7M	6	0.05%	Increased
40	Amundi Paris, France	$223M	+$8.35M	4	0.06%	Increased
41	AllianceBernstein Nashville, Tennessee	$217M	-$157M	7	0.07%	Reduced
42	P3I Progeny 3 Inc Kirkland, Washington	$215M	-$8.61M	1	11.56%	Reduced
43	Man Group London, United Kingdom	$206M	+$41.3M	5	0.35%	Increased
44	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$201M	+$20.1M	1	0.13%	Increased
45	Castle Hook Partners New York	$191M	-$27.2M	1	0.79%	Reduced
46	Wells Fargo San Francisco, California	$189M	+$47.7M	15	0.03%	Increased
47	American Century Companies Kansas City, Missouri	$187M	+$32.8M	6	0.09%	Increased
48	Dimensional Fund Advisors Austin, Texas	$186M	-$25.5M	5	0.04%	Reduced
49	William Blair Investment Management Chicago, Illinois	$181M	-$59.2M	1	0.51%	Reduced
50	GRA Goehring & Rozencwajg Associates New York	$176M	+$10.1M	8	17.39%	Increased