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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	Millennium Management New York	$10.7M	+$5.23M	3	0.03%	Increased
77	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$9.71M	+$1.06M	2	2.88%	Increased
78	Goldman Sachs New York	$9.57M	+$5.07M	5	0%	Increased
79	State of Wisconsin Investment Board Madison, Wisconsin	$9.56M	+$2.04M	1	0.04%	Increased
80	Barclays London, United Kingdom	$9.32M	+$503K	5	0.01%	Increased
81	Gabelli Funds Rye, New York	$9.27M	+$3.34M	2	0.05%	Increased
82	Amundi Asset Management US Boston, Massachusetts	$9.26M	+$9.01M	1	0.04%	New
83	Citigroup New York	$9.24M	-$14M	7	0.01%	Reduced
84	APG Asset Management Amsterdam, Netherlands	$8.8M	$0	1	0.02%	Maintained
85	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$8.51M	-$5.36M	1	0.07%	Reduced
86	BlackRock Investment Management Wilmington, Delaware	$8.49M	+$2.17M	3	0.01%	Increased
87	SI Sprott Inc Toronto, Ontario, Canada	$8.38M	-$69.6K	2	0.73%	Reduced
88	ARC Absolute Return Capital Boston, Massachusetts	$8.29M	+$8.07M	1	0.12%	New
89	BlackRock Institutional Trust San Francisco, California	$7.67M	-$819K	3	0%	Reduced
90	GI Glovista Investments Jersey City, New Jersey	$7.13M	+$6.87M	1	1.2%	New
91	SAC Capital Advisors Stamford, Connecticut	$7.1M	-$2.58M	1	0.04%	Reduced
92	GA Gagnon Advisors New York	$6.89M	+$6.71M	2	3.9%	New
93	BII Baring International Investment London, United Kingdom	$6.38M	+$1.04M	1	0.37%	Increased
94	PEAK6 Group Chicago, Illinois	$6.33M	-$42.7K	3	0.05%	Reduced
95	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$6.19M	-$2.02M	2	0.02%	Reduced
96	Natixis Advisors Boston, Massachusetts	$6.09M	+$1.57M	1	0.09%	Increased
97	CIBC Asset Management Toronto, Ontario, Canada	$5.88M	-$1.07M	1	0.03%	Reduced
98	TAM Telemark Asset Management Boston, Massachusetts	$5.72M	+$5.57M	1	1.44%	New
99	CC Curian Capital Denver, Colorado	$5.27M	+$5.13M	1	0.09%	New
100	EA Euclid Advisors Hartford, Connecticut	$5.15M	+$5.01M	1	0.04%	New