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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	Barclays London, United Kingdom	$8.05M	+$149K	6	0.01%	Increased
77	APG Asset Management Amsterdam, Netherlands	$7.96M	-$1.37M	1	0.02%	Reduced
78	OppenheimerFunds New York	$7.79M	-$7.97M	1	0.01%	Reduced
79	GC GMT Capital Atlanta, Georgia	$7.67M	$0	1	0.16%	Maintained
80	Vanguard Group Malvern, Pennsylvania	$7.65M	-$866K	4	0%	Reduced
81	VanEck Associates New York	$7.58M	-$2.9M	2	0.04%	Reduced
82	THCM Tipp Hill Capital Management New York	$7.48M	+$776K	1	5.16%	Increased
83	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$7.38M	+$3.69M	2	0.03%	Increased
84	Bank of America Charlotte, North Carolina	$7.36M	-$1.58M	7	0%	Reduced
85	SI Sprott Inc Toronto, Ontario, Canada	$7.01M	+$3.39M	2	0.51%	Increased
86	KGI Kopernik Global Investors Tampa, Florida	$6.86M	+$6.41M	1	11.04%	New
87	State of Wisconsin Investment Board Madison, Wisconsin	$6.75M	$0	1	0.03%	Maintained
88	VAM Visium Asset Management New York	$6.65M	+$6.21M	1	0.13%	New
89	Addenda Capital Montreal, Quebec, Canada	$6.63M	-$6.56M	1	0.59%	Reduced
90	CIBC Asset Management Toronto, Ontario, Canada	$6.4M	+$989K	2	0.04%	Increased
91	Northern Trust Chicago, Illinois	$6.22M	+$649K	5	0%	Increased
92	BlackRock Investment Management Wilmington, Delaware	$5.86M	+$4.33M	3	0.01%	Increased
93	PEAK6 Group Chicago, Illinois	$5.79M	+$3.05M	3	0.04%	Increased
94	Gabelli Funds Rye, New York	$5.37M	$0	2	0.03%	Maintained
95	Millennium Management New York	$4.92M	+$857K	1	0.02%	Increased
96	BII Baring International Investment London, United Kingdom	$4.8M	+$22.5K	1	0.26%	Increased
97	State Street Boston, Massachusetts	$4.31M	+$335K	2	0%	Increased
98	Goldman Sachs New York	$4.28M	-$6.3M	4	0%	Reduced
99	GCM GeoSphere Capital Management Miami Beach, Florida	$4.16M	+$3.89M	1	5.99%	New
100	Natixis Advisors Boston, Massachusetts	$4.06M	-$86.5K	1	0.07%	Reduced