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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
76	Addenda Capital Montreal, Quebec, Canada	$6.09M	+$5.99M	1	0.59%	New
77	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$5.77M	+$5.68M	1	0.23%	New
78	GC GMT Capital Atlanta, Georgia	$5.69M	+$5.61M	1	0.13%	New
79	Gabelli Funds Rye, New York	$5.36M	+$5.31M	2	0.03%	New
80	Goldman Sachs New York	$5.33M	+$5.15M	5	0%	New
81	AQR Capital Management Greenwich, Connecticut	$5.23M	+$5.15M	1	0.02%	New
82	Natixis Advisors Boston, Massachusetts	$4.95M	+$4.88M	1	0.1%	New
83	CIBC Asset Management Toronto, Ontario, Canada	$4.91M	+$4.84M	1	0.03%	New
84	BII Baring International Investment London, United Kingdom	$4.72M	+$4.67M	1	0.2%	New
85	Wells Fargo San Francisco, California	$4.7M	+$4.62M	5	0%	New
86	HSBC Holdings London, United Kingdom	$4.47M	+$4.4M	1	0.01%	New
87	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$4.29M	+$4.23M	1	0.34%	New
88	AEA Andreeff Equity Advisors Santa Rosa Beach, Florida	$4.26M	+$4.26M	3	14.7%	New
89	PRC Platte River Capital Denver, Colorado	$4.12M	+$4.06M	1	0.48%	New
90	Northern Trust Chicago, Illinois	$3.98M	+$3.87M	4	0%	New
91	Waddell & Reed Financial Overland Park, Kansas	$3.92M	+$3.86M	1	0.01%	New
92	State Street Boston, Massachusetts	$3.6M	+$3.24M	3	0%	New
93	WSIB Washington State Investment Board Olympia, Washington	$3.52M	+$3.47M	1	3.5%	New
94	ACI AMP Capital Investors Sydney, Australia	$3.3M	+$3.27M	1	0.03%	New
95	Capital International Los Angeles, California	$3.28M	+$3.24M	1	0.2%	New
96	RHJA Rice Hall James & Associates San Diego, California	$3.25M	+$3.2M	1	0.32%	New
97	Macquarie Group Sydney, NSW 2000, Australia	$3.08M	+$3.04M	2	0.01%	New
98	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$3.06M	+$2.84M	1	0.45%	New
99	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$3.05M	+$3.2M	2	0.02%	New
100	Jupiter Asset Management London, United Kingdom	$3.01M	+$3.1M	1	0.13%	New