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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	Stifel Financial St. Louis, Missouri	$4.91M	+$335K	1	0.03%	Increased
77	Addenda Capital Montreal, Quebec, Canada	$4.91M	+$3.3M	1	0.47%	Increased
78	Gabelli Funds Rye, New York	$4.68M	-$270K	1	0.03%	Reduced
79	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.59M	-$865K	1	0.03%	Reduced
80	JP Morgan Chase New York	$4.03M	-$1.96M	3	0%	Reduced
81	State of Wisconsin Investment Board Madison, Wisconsin	$4.02M	-$154K	1	0.02%	Reduced
82	Schroder Investment Management Group London, United Kingdom	$3.83M	-$3.62M	1	0.01%	Reduced
83	AGF Investments Inc Toronto, Ontario, Canada	$3.58M	-$2.42M	1	0.04%	Reduced
84	GP GLG Partners London, United Kingdom	$3.51M	+$258K	2	0.09%	Increased
85	Scotia Capital Toronto, Ontario, Canada	$3.22M	-$9.41M	2	0.07%	Reduced
86	Trexquant Investment Stamford, Connecticut	$3.19M	+$2.46M	1	0.27%	Increased
87	Virginia Retirement Systems Richmond, Virginia	$3.19M	-$224K	1	0.05%	Reduced
88	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$3.07M	-$3.66M	2	1.5%	Reduced
89	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$2.96M	-$367K	2	0.25%	Reduced
90	ACI AMP Capital Investors Sydney, Australia	$2.96M	+$1.45M	1	0.02%	Increased
91	Natixis Advisors Boston, Massachusetts	$2.92M	+$552K	1	0.05%	Increased
92	PEAK6 Group Chicago, Illinois	$2.56M	-$1.08M	1	0.01%	Reduced
93	LM Lincluden Management Mississauga, Ontario, Canada	$2.54M	-$5.38M	1	0.49%	Reduced
94	Barclays London, United Kingdom	$2.5M	+$422K	4	0%	Increased
95	CC Cambrian Capital San Francisco, California	$2.48M	-$2.41M	1	1.53%	Reduced
96	Aviva London, United Kingdom	$2.48M	-$72.2K	1	0.02%	Reduced
97	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.41M	+$731K	3	0.01%	Increased
98	CIBC Asset Management Toronto, Ontario, Canada	$2.4M	+$2.04K	1	0.02%	Increased
99	CC Cannell Capital Alta, Wyoming	$2.25M	$0	1	0.84%	Maintained
100	SAM Shell Asset Management The Hague, Netherlands	$2.22M	+$590K	2	0.04%	Increased