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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	KGI Kopernik Global Investors Tampa, Florida	$55.7M	-$8.9M	1	5.7%	Reduced
52	Renaissance Technologies New York	$53M	-$25.6M	5	0.08%	Reduced
53	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$51.2M	+$1.09M	6	0.03%	Increased
54	TD Asset Management Toronto, Ontario, Canada	$50.3M	-$2.27M	4	0.06%	Reduced
55	GRA Goehring & Rozencwajg Associates New York	$49.2M	+$9.19M	8	14.14%	Increased
56	ACM Azarias Capital Management Berwyn, Pennsylvania	$48.9M	-$2.86M	6	40.89%	Reduced
57	Citadel Advisors Miami, Florida	$47.5M	-$11.3M	11	0.01%	Reduced
58	Jane Street New York	$46.8M	-$24.1M	10	0.02%	Reduced
59	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$45.7M	+$1.56M	1	2.89%	Increased
60	Primecap Management Pasadena, California	$45M	+$442K	1	0.04%	Increased
61	HighTower Advisors Chicago, Illinois	$44M	+$1.38M	7	0.09%	Increased
62	MPM MBB Public Markets Chicago, Illinois	$43.2M	-$5.29M	1	2.26%	Reduced
63	Tocqueville Asset Management New York	$41.8M	-$3.02M	1	0.75%	Reduced
64	CU CQS (US) New York	$41.8M	$0	4	5.03%	Maintained
65	OWIM Old West Investment Management Los Angeles, California	$41.7M	-$164K	5	21.84%	Reduced
66	Canoe Financial Calgary, Alberta, Canada	$38.3M	-$78.9M	1	0.8%	Reduced
67	PIM Platinum Investment Management Sydney Australia 2000, Australia	$37.8M	+$32.9K	1	1.31%	Increased
68	TAM Telemark Asset Management Boston, Massachusetts	$37.6M	-$1.47M	1	5.1%	Reduced
69	Mackenzie Financial Toronto Ontario, Ontario, Canada	$37.1M	-$12.3M	5	0.06%	Reduced
70	Addenda Capital Montreal, Quebec, Canada	$36.3M	-$607K	1	1.52%	Reduced
71	Credit Suisse Zurich, Switzerland	$35.7M	+$2.17M	8	0.04%	Increased
72	Janus Henderson Group London,	$34M	+$17.5M	4	0.02%	Increased
73	Covea Finance Paris, France	$33.5M	-$1.15M	1	1.83%	Reduced
74	MCM Moerus Capital Management New York	$33.1M	-$3.25M	1	9.69%	Reduced
75	Hood River Capital Management Palm Beach Gardens, Florida	$32.3M	+$157K	3	0.96%	Increased