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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
51	Global X Management Company New York	$14.3M	+$12.6M	3	2.33%	New
52	Intact Investment Management Montreal, Quebec, Canada	$13.9M	+$13M	1	0.73%	New
53	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$13.7M	+$12.9M	3	0.03%	New
54	UBS Zurich, Switzerland	$13.3M	+$13.1M	6	0.02%	New
55	OppenheimerFunds New York	$13.1M	+$12.9M	1	0.02%	New
56	GAI General American Investors New York	$12.8M	+$12.6M	1	1.16%	New
57	Susquehanna International Group Bala Cynwyd, Pennsylvania	$12.1M	+$11.9M	6	0.01%	New
58	APG Asset Management Amsterdam, Netherlands	$11.7M	+$11.6M	1	0.04%	New
59	Bank of America Charlotte, North Carolina	$11.1M	+$11M	6	0%	New
60	MTB Mizuho Trust & Banking Tokyo, Japan	$10.9M	+$10.8M	1	0.05%	New
61	Adage Capital Partners Boston, Massachusetts	$10.3M	+$10.2M	1	0.03%	New
62	Bank of New York Mellon New York	$10.1M	+$9.91M	5	0%	New
63	Vanguard Group Malvern, Pennsylvania	$8.98M	+$8.76M	4	0%	New
64	Barclays London, United Kingdom	$8.92M	+$8.79M	4	0.01%	New
65	VanEck Associates New York	$8.75M	+$8.72M	2	0.05%	New
66	Scotia Capital Toronto, Ontario, Canada	$8.52M	+$8.4M	2	0.33%	New
67	Deutsche Bank Frankfurt Am Main Ge, Germany	$8.13M	+$7.99M	6	0.01%	New
68	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$7.4M	+$7.29M	2	2.98%	New
69	Ameriprise Minneapolis, Minnesota	$7.15M	+$7.04M	4	0%	New
70	IA Icon Advisers Greenwood Village, Colorado	$7.04M	+$6.94M	1	0.54%	New
71	BlackRock Institutional Trust San Francisco, California	$6.94M	+$6.7M	3	0%	New
72	Citigroup New York	$6.81M	+$6.73M	6	0.01%	New
73	CC Cambrian Capital San Francisco, California	$6.61M	+$6.52M	1	1.37%	New
74	State of Wisconsin Investment Board Madison, Wisconsin	$6.61M	+$6.54M	1	0.03%	New
75	THCM Tipp Hill Capital Management New York	$6.61M	+$6.51M	1	5.23%	New