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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	Dimensional Fund Advisors Austin, Texas	$14.8M	+$244K	3	0.01%	Increased
52	OppenheimerFunds New York	$14.2M	+$3.01M	1	0.01%	Increased
53	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$12.5M	-$6.29M	4	1.58%	Reduced
54	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$12.4M	+$647K	4	0.02%	Increased
55	Susquehanna International Group Bala Cynwyd, Pennsylvania	$12.3M	+$1.71M	4	0.01%	Increased
56	Addenda Capital Montreal, Quebec, Canada	$11.9M	+$7.26M	1	1.1%	Increased
57	UBS Zurich, Switzerland	$11.9M	+$117K	6	0.01%	Increased
58	Intact Investment Management Montreal, Quebec, Canada	$11.8M	-$100K	1	0.62%	Reduced
59	GAI General American Investors New York	$11.7M	+$556K	1	1.02%	Increased
60	MTB Mizuho Trust & Banking Tokyo, Japan	$11.5M	$0	1	0.05%	Maintained
61	Deutsche Bank Frankfurt Am Main Ge, Germany	$11.1M	+$4.25M	6	0.01%	Increased
62	Bank of New York Mellon New York	$10.2M	+$1.18M	5	0%	Increased
63	VanEck Associates New York	$9.88M	+$1.58M	2	0.05%	Increased
64	BlackRock Institutional Trust San Francisco, California	$9.8M	+$1.94M	4	0%	Increased
65	Goldman Sachs New York	$9.71M	+$5.56M	5	0%	Increased
66	Scotia Capital Toronto, Ontario, Canada	$9.48M	+$2.26M	3	0.25%	Increased
67	Wells Fargo San Francisco, California	$8.79M	+$5.19M	4	0%	Increased
68	Vanguard Group Malvern, Pennsylvania	$8.39M	-$623K	4	0%	Reduced
69	Bank of America Charlotte, North Carolina	$8.28M	-$1.93M	6	0%	Reduced
70	APG Asset Management Amsterdam, Netherlands	$8.21M	-$2.3M	1	0.03%	Reduced
71	Citigroup New York	$7.75M	+$1.91M	6	0.01%	Increased
72	Barclays London, United Kingdom	$7.13M	-$739K	4	0.01%	Reduced
73	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$6.7M	+$251K	2	2.44%	Increased
74	GC GMT Capital Atlanta, Georgia	$6.67M	+$1.89M	1	0.15%	Increased
75	WG Winchester Group New York	$6.41M	+$6.22M	1	1.41%	Increased