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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	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$34.4M	-$272K	1	1.84%	Reduced
52	Renaissance Technologies New York	$33.2M	+$16.5M	7	0.04%	Increased
53	Dimensional Fund Advisors Austin, Texas	$33.1M	-$18.5M	3	0.01%	Reduced
54	Alpha Wave Global New York	$30.3M	-$8.21M	3	2.32%	Reduced
55	TGCMU Titan Global Capital Management USA New York	$29.2M	+$25.4M	4	4.55%	New
56	Hood River Capital Management Palm Beach Gardens, Florida	$28.9M	+$6.93M	2	0.89%	Increased
57	Two Sigma Investments New York	$28.7M	+$24.7M	3	0.06%	Increased
58	Barclays London, United Kingdom	$28.7M	+$6.99M	8	0.01%	Increased
59	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$28.4M	+$2.35M	3	0.25%	Increased
60	Lord, Abbett & Co Jersey City, New Jersey	$28.2M	+$24.6M	1	0.07%	New
61	Tocqueville Asset Management New York	$25.9M	-$202K	1	0.38%	Reduced
62	Amundi Paris, France	$25.6M	-$424K	1	0.02%	Reduced
63	D.E. Shaw & Co New York	$25.4M	+$15.3M	3	0.02%	Increased
64	MCM Moerus Capital Management New York	$25.1M	-$1.1M	1	11.65%	Reduced
65	Slate Path Capital New York	$24.4M	$0	1	1.12%	Maintained
66	Northern Trust Chicago, Illinois	$24.3M	-$950K	5	0%	Reduced
67	Deutsche Bank Frankfurt Am Main Ge, Germany	$24.2M	+$3.33M	7	0.01%	Increased
68	Bank of New York Mellon New York	$23.7M	-$530K	7	0%	Reduced
69	UBS Group Zurich, Switzerland	$22.8M	-$9.6M	10	0.01%	Reduced
70	Fidelity Investments Boston, Massachusetts	$22.7M	-$9.35M	4	0%	Reduced
71	Wells Fargo San Francisco, California	$21.4M	-$1.49M	8	0%	Reduced
72	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$21.4M	-$1.42M	1	0.01%	Reduced
73	Parametric Portfolio Associates Seattle, Washington	$21M	+$1.52M	4	0.01%	Increased
74	T TOBAM Paris, France	$20.3M	-$572K	1	0.86%	Reduced
75	CG Cutler Group San Francisco, California	$20M	+$11.6M	8	0.9%	Increased