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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	BlackRock Institutional Trust San Francisco, California	$5.56M	-$8.76K	4	0%	Reduced
77	HCM Huber Capital Management El Segundo, California	$5.1M	-$1.91M	1	0.18%	Reduced
78	HGI Hansberger Growth Investors Madison, Wisconsin	$5M	-$710K	1	3.5%	Reduced
79	Virginia Retirement Systems Richmond, Virginia	$4.7M	+$1.54M	1	0.07%	Increased
80	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.43M	-$208K	1	0.03%	Reduced
81	Two Sigma Investments New York	$4.37M	+$4.53M	1	0.02%	Increased
82	Gabelli Funds Rye, New York	$4.07M	-$705K	1	0.02%	Reduced
83	ACI AMP Capital Investors Sydney, Australia	$3.85M	+$868K	1	0.03%	Increased
84	Renaissance Technologies New York	$3.59M	+$3.7M	3	0.01%	New
85	Scotia Capital Toronto, Ontario, Canada	$3.52M	+$427K	2	0.08%	Increased
86	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$3.19M	$0	2	0.22%	Maintained
87	Group One Trading Chicago, Illinois	$3.08M	+$1.56M	4	0.04%	Increased
88	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$3.07M	-$48.6K	2	1.35%	Reduced
89	CIBC Asset Management Toronto, Ontario, Canada	$2.96M	+$541K	1	0.02%	Increased
90	GP GLG Partners London, United Kingdom	$2.86M	-$389K	2	0.09%	Reduced
91	AGF Investments Inc Toronto, Ontario, Canada	$2.8M	-$838K	1	0.03%	Reduced
92	LPL Financial San Diego, California	$2.66M	+$1.01M	4	0.01%	Increased
93	Aviva London, United Kingdom	$2.52M	+$4.53K	1	0.02%	Increased
94	LM Lincluden Management Mississauga, Ontario, Canada	$2.47M	-$100K	1	0.5%	Reduced
95	Handelsbanken Fonder Stockholm, Sweden	$2.45M	+$2.56M	1	0.05%	New
96	Natixis Advisors Boston, Massachusetts	$2.23M	-$755K	1	0.04%	Reduced
97	WSIB Washington State Investment Board Olympia, Washington	$2.1M	$0	1	3.34%	Maintained
98	CC Cambrian Capital San Francisco, California	$2.09M	-$448K	1	1.75%	Reduced
99	Zurich Cantonal Bank Zurich, Switzerland	$2.06M	+$839K	3	0.03%	Increased
100	Two Sigma Advisers New York	$2.04M	+$2.12M	1	0.01%	New