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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	Legal & General Group London, United Kingdom	$10.3M	-$136K	4	0.01%	Reduced
52	MC Muhlenkamp & Co Wexford, Pennsylvania	$9.83M	-$52.4K	1	4.21%	Reduced
53	Northern Trust Chicago, Illinois	$9.74M	+$399K	4	0%	Increased
54	KCM Kingdon Capital Management New York	$9.25M	-$3.88M	1	0.65%	Reduced
55	Brandes Investment Partners La Jolla, California	$9.24M	-$3.06K	1	0.21%	Reduced
56	Korea Investment Corp Seoul, South Korea	$8.66M	+$5.07M	1	0.04%	Increased
57	MIS Morningstar Investment Services Chicago, Illinois	$8.48M	-$110K	1	0.15%	Reduced
58	1832 Asset Management Toronto, Ontario, Canada	$8.4M	-$1.86M	2	0.03%	Reduced
59	Credit Suisse Zurich, Switzerland	$8.11M	+$1.33M	3	0.01%	Increased
60	Walleye Trading New York	$7.86M	+$1.85M	2	0.04%	Increased
61	Group One Trading Chicago, Illinois	$7.75M	+$3.19M	3	0.06%	Increased
62	Jane Street New York	$7.64M	+$5.24M	3	0.02%	Increased
63	Bank of New York Mellon New York	$7.41M	+$1.47M	3	0%	Increased
64	NC Northpointe Capital Bloomfield Hills, Michigan	$7.34M	-$3.96M	2	1.06%	Reduced
65	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$7.3M	-$754K	3	0.34%	Reduced
66	BCM Bienville Capital Management New York	$7.26M	-$8.49M	7	0.56%	Reduced
67	FRM Foundation Resource Management Little Rock, Arkansas	$6.78M	-$25.5K	1	1.31%	Reduced
68	Gotham Asset Management New York	$6.51M	-$6.07M	1	0.09%	Reduced
69	Geode Capital Management Boston, Massachusetts	$6.48M	+$644K	4	0%	Increased
70	SCI S&CO Inc Boston, Massachusetts	$5.94M	+$3.96M	1	0.66%	Increased
71	Two Sigma Advisers New York	$5.89M	-$378K	1	0.01%	Reduced
72	D.E. Shaw & Co New York	$5.77M	+$1.6M	2	0.01%	Increased
73	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$5.76M	+$3.39M	1	0.01%	Increased
74	PHAM Pacific Heights Asset Management San Francisco, California	$5.7M	$0	1	0.63%	Maintained
75	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$5.7M	-$225K	2	0.04%	Reduced