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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	Citigroup New York	$111M	-$5.26M	11	0.07%	Reduced
52	1832 Asset Management Toronto, Ontario, Canada	$109M	+$60.6M	2	0.09%	Increased
53	Vident Advisory Alpharetta, Georgia	$104M	-$17M	8	1.83%	Reduced
54	GRA Goehring & Rozencwajg Associates New York	$91.5M	-$6.15M	8	18.81%	Reduced
55	Charles Schwab San Francisco, California	$91.1M	+$3.34M	8	0.02%	Increased
56	W.H. Reaves & Co Jersey City, New Jersey	$89.2M	+$17.6M	2	2.35%	Increased
57	Dimensional Fund Advisors Austin, Texas	$87.8M	+$6.03M	6	0.02%	Increased
58	Railway Pension Investments London, United Kingdom	$87.7M	$0	1	1.16%	Maintained
59	LPL Financial San Diego, California	$86.5M	+$27.9M	13	0.04%	Increased
60	TAM Telemark Asset Management Boston, Massachusetts	$85.4M	-$2.71M	3	8.51%	Reduced
61	Swiss National Bank Zurich, Switzerland	$84.2M	-$2.55M	6	0.06%	Reduced
62	Wells Fargo San Francisco, California	$82.9M	+$32.4M	13	0.02%	Increased
63	BNP Paribas Asset Management Paris, France	$80.5M	+$1.03M	3	0.2%	Increased
64	Bank of Nova Scotia Toronto, Ontario, Canada	$76.6M	-$38.3M	3	0.13%	Reduced
65	Susquehanna International Group Bala Cynwyd, Pennsylvania	$75.4M	-$30.3M	13	0.01%	Reduced
66	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$73.6M	-$59.4M	7	48.2%	Reduced
67	Mackenzie Financial Toronto Ontario, Ontario, Canada	$73.6M	-$3.24K	7	0.1%	Reduced
68	ACM Azarias Capital Management Berwyn, Pennsylvania	$72.5M	-$2.27M	6	32.5%	Reduced
69	Northern Trust Chicago, Illinois	$69.9M	+$11.1M	8	0.01%	Increased
70	Primecap Management Pasadena, California	$67.8M	-$1.51M	1	0.05%	Reduced
71	Stifel Financial St. Louis, Missouri	$62.9M	+$998K	6	0.07%	Increased
72	TD Waterhouse Canada Toronto, Ontario, Canada	$60M	-$1.06M	10	0.48%	Reduced
73	Balyasny Asset Management Chicago, Illinois	$58M	+$17.1M	3	0.09%	Increased
74	Hood River Capital Management Palm Beach Gardens, Florida	$56.5M	-$2.38M	3	0.83%	Reduced
75	Covea Finance Paris, France	$56M	-$3.43M	1	2.53%	Reduced