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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	GRP Geologic Resource Partners Boston, Massachusetts	$11.5M	$0	1	13.86%	Maintained
52	UBS Group Zurich, Switzerland	$11.3M	-$5.34M	7	0.01%	Reduced
53	BM Bridger Management New York	$11.3M	+$8.58M	1	0.76%	Increased
54	SRAIM Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$11.1M	-$1.12M	1	0.51%	Reduced
55	Citadel Advisors Miami, Florida	$10.6M	-$2.3M	5	0.01%	Reduced
56	Aristotle Capital Management Los Angeles, California	$10.4M	+$1.14M	1	0.13%	Increased
57	HGI Hansberger Growth Investors Madison, Wisconsin	$10.2M	-$5.72M	1	3.97%	Reduced
58	Deutsche Bank Frankfurt Am Main Ge, Germany	$10.2M	-$11.5M	6	0.01%	Reduced
59	Bank of America Charlotte, North Carolina	$10.2M	-$22.5M	7	0%	Reduced
60	Tocqueville Asset Management New York	$9.93M	+$1.04M	1	0.12%	Increased
61	LM Lincluden Management Mississauga, Ontario, Canada	$9.28M	+$1.73M	1	1.32%	Increased
62	Citigroup New York	$9.24M	-$2.37M	6	0.01%	Reduced
63	ArrowMark Colorado Holdings Denver, Colorado	$9.15M	+$1.31M	1	0.24%	Increased
64	JP Morgan Chase New York	$8.15M	-$751K	3	0%	Reduced
65	APG Asset Management Amsterdam, Netherlands	$8.14M	$0	1	0.02%	Maintained
66	Bank of New York Mellon New York	$7.86M	+$833K	2	0%	Increased
67	State of Tennessee, Department of Treasury Nashville, Tennessee	$7.7M	+$375K	1	0.04%	Increased
68	BlackRock Fund Advisors San Francisco, California	$7.41M	-$366K	4	0%	Reduced
69	CC Cambrian Capital San Francisco, California	$7.29M	$0	1	2.62%	Maintained
70	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$7.29M	$0	2	2.13%	Maintained
71	Wells Fargo San Francisco, California	$7.24M	-$15.1K	6	0%	Reduced
72	Addenda Capital Montreal, Quebec, Canada	$7.05M	-$406K	1	0.6%	Reduced
73	BlackRock Investment Management Wilmington, Delaware	$6.98M	+$10K	3	0.01%	Increased
74	PHAM Pacific Heights Asset Management San Francisco, California	$6.96M	-$1.49M	1	0.39%	Reduced
75	Goldman Sachs New York	$6.65M	+$435K	4	0%	Increased