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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	Gabelli Funds Rye, New York	$7.95M	+$409K	1	0.04%	Increased
77	Scotia Capital Toronto, Ontario, Canada	$7.9M	-$529K	2	0.17%	Reduced
78	Goldman Sachs New York	$7.71M	+$5.03M	5	0%	Increased
79	LSC Lesa Sroufe & Co Seattle, Washington	$6.75M	+$7.49M	1	3.92%	New
80	VAM Visium Asset Management New York	$6.71M	+$7.45M	1	0.1%	New
81	State of Wisconsin Investment Board Madison, Wisconsin	$5.9M	-$122K	1	0.02%	Reduced
82	SI Sprott Inc Toronto, Ontario, Canada	$5.22M	+$38.3K	2	0.28%	Increased
83	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5M	-$248K	1	0.04%	Reduced
84	BlackRock Institutional Trust San Francisco, California	$4.95M	+$311K	3	0%	Increased
85	Whitebox Advisors Minneapolis, Minnesota	$4.93M	+$24.8M	1	0.19%	New
86	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$4.88M	+$2.47M	4	0.02%	Increased
87	Spot Trading Chicago, Illinois	$4.71M	-$366K	3	0.02%	Reduced
88	SCM Symons Capital Management Pittsburgh, Pennsylvania	$4.61M	+$5.12M	1	0.97%	New
89	CIBC Asset Management Toronto, Ontario, Canada	$4.46M	-$249K	1	0.03%	Reduced
90	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$4.37M	+$837K	2	0.26%	Increased
91	BM Bridger Management New York	$4.23M	+$4.69M	1	0.29%	New
92	GS Gagnon Securities New York	$4.21M	+$251K	2	1.41%	Increased
93	Barclays London, United Kingdom	$4.15M	+$300K	5	0%	Increased
94	Waddell & Reed Financial Overland Park, Kansas	$4.08M	+$262K	1	0.01%	Increased
95	Boston Partners Boston, Massachusetts	$4.08M	$0	1	0.01%	Maintained
96	1832 Asset Management Toronto, Ontario, Canada	$3.53M	-$19.4M	3	0.01%	Reduced
97	ArrowMark Colorado Holdings Denver, Colorado	$3.39M	+$4.22M	1	0.09%	New
98	MTB Mizuho Trust & Banking Tokyo, Japan	$3.33M	+$23.5K	1	0.01%	Increased
99	Two Sigma Investments New York	$3.29M	+$3.65M	1	0.01%	New
100	Aristeia Capital Greenwich, Connecticut	$3.27M	+$16.5M	1	0.11%	New