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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	Citadel Advisors Miami, Florida	$14.9M	+$4.43M	5	0.01%	Increased
52	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$14.6M	-$940K	1	0.03%	Reduced
53	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$14.4M	-$402K	1	0.53%	Reduced
54	Managed Account Advisors Jersey City, New Jersey	$13.9M	+$1.57M	1	0.01%	Increased
55	Credit Suisse Zurich, Switzerland	$13.7M	-$914K	2	0.01%	Reduced
56	GRP Geologic Resource Partners Boston, Massachusetts	$13.6M	$0	1	13.38%	Maintained
57	Citigroup New York	$13.5M	+$1.32M	7	0.01%	Increased
58	Teachers Advisors New York	$13.2M	-$6.04M	1	0.03%	Reduced
59	APG Asset Management Amsterdam, Netherlands	$11.1M	-$1.03M	1	0.02%	Reduced
60	Aristotle Capital Management Los Angeles, California	$11M	-$811K	1	0.14%	Reduced
61	Tocqueville Asset Management New York	$10.6M	+$15K	1	0.11%	Increased
62	JP Morgan Chase New York	$10.4M	-$23.7M	3	0%	Reduced
63	PHAM Pacific Heights Asset Management San Francisco, California	$9.85M	-$15.4M	1	0.52%	Reduced
64	ArrowMark Colorado Holdings Denver, Colorado	$9.35M	+$6.08M	1	0.24%	Increased
65	BlackRock Fund Advisors San Francisco, California	$9.05M	+$1.39M	4	0%	Increased
66	Addenda Capital Montreal, Quebec, Canada	$8.77M	+$9.1M	1	0.7%	New
67	State of Tennessee, Department of Treasury Nashville, Tennessee	$8.67M	+$9.05M	1	0.05%	New
68	CC Cambrian Capital San Francisco, California	$8.59M	+$8.98M	1	2.99%	New
69	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$8.59M	-$142K	2	2.48%	Reduced
70	Wells Fargo San Francisco, California	$8.54M	-$283K	6	0%	Reduced
71	LM Lincluden Management Mississauga, Ontario, Canada	$8.42M	-$115K	1	0.83%	Reduced
72	Bank of New York Mellon New York	$8.34M	-$309K	2	0%	Reduced
73	BlackRock Investment Management Wilmington, Delaware	$8.2M	-$24.7K	3	0.01%	Reduced
74	Gabelli Funds Rye, New York	$7.79M	+$429K	1	0.04%	Increased
75	Goldman Sachs New York	$7.26M	+$491K	5	0%	Increased