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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	GP GLG Partners London, United Kingdom	$6.58M	+$3.53M	2	0.22%	Increased
77	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$6.09M	+$6.52M	3	0.01%	Increased
78	Mackenzie Financial Toronto Ontario, Ontario, Canada	$6.06M	+$290K	1	0.03%	Increased
79	Gabelli Funds Rye, New York	$5.99M	-$673K	1	0.03%	Reduced
80	BlackRock Institutional Trust San Francisco, California	$5.63M	+$371K	3	0%	Increased
81	Scotia Capital Toronto, Ontario, Canada	$5.51M	+$420K	2	0.14%	Increased
82	Stifel Financial St. Louis, Missouri	$5.25M	+$4.77M	1	0.03%	Increased
83	LSC Lesa Sroufe & Co Seattle, Washington	$5M	+$530K	1	3.29%	Increased
84	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$4.66M	+$40.3K	4	0.02%	Increased
85	CSM Central Square Management Naperville, Illinois	$4.59M	+$2.45M	1	4.78%	Increased
86	State of Wisconsin Investment Board Madison, Wisconsin	$4.39M	-$118K	1	0.02%	Reduced
87	VAM Visium Asset Management New York	$4.19M	+$4.5M	1	0.06%	New
88	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$4.07M	$0	2	0.19%	Maintained
89	Barclays London, United Kingdom	$4.04M	+$576K	4	0%	Increased
90	HHC Hutchin Hill Capital New York	$3.96M	+$1.48M	1	0.11%	Increased
91	Two Sigma Investments New York	$3.75M	-$1.41M	1	0.02%	Reduced
92	ARTA A.R.T. Advisors New York	$3.58M	+$1.42M	1	0.12%	Increased
93	CIBC Asset Management Toronto, Ontario, Canada	$3.5M	+$21.2K	1	0.02%	Increased
94	Aviva London, United Kingdom	$2.92M	+$753K	1	0.02%	Increased
95	EA Euclid Advisors Hartford, Connecticut	$2.7M	+$390K	1	0.05%	Increased
96	Natixis Advisors Boston, Massachusetts	$2.61M	+$34.4K	1	0.05%	Increased
97	PP Prospector Partners Guilford, Connecticut	$2.57M	-$1.11M	1	0.19%	Reduced
98	Evergreen Capital Management Bellevue, Washington	$2.47M	+$641K	1	0.54%	Increased
99	Whitebox Advisors Minneapolis, Minnesota	$2.45M	$0	1	0.09%	Maintained
100	Invesco Atlanta, Georgia	$2.38M	+$599K	1	0%	Increased