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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	T TOBAM Paris, France	$8.81M	+$5.75M	1	0.36%	Increased
52	MC Muhlenkamp & Co Wexford, Pennsylvania	$7.88M	+$157K	1	2.86%	Increased
53	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$7.09M	-$2.01M	2	0.05%	Reduced
54	MIS Morningstar Investment Services Chicago, Illinois	$6.95M	+$758K	1	0.14%	Increased
55	Legal & General Group London, United Kingdom	$6.08M	-$27.1K	3	0%	Reduced
56	UBS Group Zurich, Switzerland	$6.05M	-$63.5K	8	0%	Reduced
57	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$5.76M	$0	3	0.27%	Maintained
58	Gabelli Funds Rye, New York	$5.58M	$0	1	0.03%	Maintained
59	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$5.49M	-$1.4M	1	0.03%	Reduced
60	FRM Foundation Resource Management Little Rock, Arkansas	$5.4M	+$24.5K	1	1.09%	Increased
61	Northern Trust Chicago, Illinois	$5.2M	+$48.5K	3	0%	Increased
62	Credit Suisse Zurich, Switzerland	$4.89M	-$954K	4	0%	Reduced
63	Janus Henderson Group London,	$4.78M	+$5.99M	2	0%	New
64	Gotham Asset Management New York	$4.55M	+$1.6M	1	0.06%	Increased
65	PHAM Pacific Heights Asset Management San Francisco, California	$4.54M	$0	1	0.48%	Maintained
66	JP Morgan Chase New York	$4.46M	+$814K	3	0%	Increased
67	Bank of New York Mellon New York	$4.43M	-$60.5K	3	0%	Reduced
68	RCM Raging Capital Management Rocky Hill, New Jersey	$4.22M	+$2.09M	1	0.56%	Increased
69	Goldman Sachs New York	$3.9M	-$1.92M	5	0%	Reduced
70	HGI Hansberger Growth Investors Madison, Wisconsin	$3.85M	+$560K	1	5%	Increased
71	Geode Capital Management Boston, Massachusetts	$3.77M	+$388K	3	0%	Increased
72	AL Arnhold LLC New York	$3.74M	+$3.81M	1	0.71%	New
73	PVAM Pacific View Asset Management San Francisco, California	$3.67M	+$956K	1	2.76%	Increased
74	State of Wisconsin Investment Board Madison, Wisconsin	$3.45M	+$917K	1	0.01%	Increased
75	TM Thiel Macro Los Angeles, California	$3.14M	+$3.2M	1	0.42%	New