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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	Zurich Cantonal Bank Zurich, Switzerland	$5.03M	+$2.67M	3	0.06%	Increased
77	Virginia Retirement System Richmond, Virginia	$5.01M	+$4.65M	1	0.07%	New
78	Renaissance Technologies New York	$4.87M	+$987K	2	0.01%	Increased
79	BlackRock Institutional Trust San Francisco, California	$4.49M	-$50.1K	3	0%	Reduced
80	GC GMT Capital Atlanta, Georgia	$4.35M	-$12.2M	1	0.11%	Reduced
81	FG Formula Growth Montreal, Quebec, Canada	$4.22M	+$3.94M	1	1.01%	New
82	Gabelli Funds Rye, New York	$4.17M	-$59.8K	1	0.03%	Reduced
83	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$3.96M	+$1.61M	2	0.4%	Increased
84	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$3.84M	+$1.61M	1	0.02%	Increased
85	Aperio Group Sausalito, California	$3.15M	+$1.38M	2	0.03%	Increased
86	Korea Investment Corp Seoul, South Korea	$3.08M	+$2.86M	1	0.02%	New
87	LPL Financial San Diego, California	$2.71M	+$35.6K	4	0.01%	Increased
88	AGF Investments Inc Toronto, Ontario, Canada	$2.67M	-$226K	1	0.03%	Reduced
89	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.65M	+$976K	5	0.02%	Increased
90	Aviva London, United Kingdom	$2.62M	-$8.28K	1	0.02%	Reduced
91	Two Sigma Investments New York	$2.61M	-$1.88M	2	0.01%	Reduced
92	CIBC Asset Management Toronto, Ontario, Canada	$2.5M	-$540K	1	0.02%	Reduced
93	SG Americas Securities New York	$2.48M	+$1.95M	3	0.02%	Increased
94	Natixis Advisors Boston, Massachusetts	$2.43M	+$95K	1	0.04%	Increased
95	Invesco Atlanta, Georgia	$2.25M	+$831K	2	0%	Increased
96	WSIB Washington State Investment Board Olympia, Washington	$2.19M	$0	1	3.15%	Maintained
97	Gulf International Bank (UK) London, United Kingdom	$1.94M	$0	1	0.03%	Maintained
98	Group One Trading Chicago, Illinois	$1.9M	-$1.2M	4	0.03%	Reduced
99	Ameriprise Minneapolis, Minnesota	$1.82M	+$67.1K	1	0%	Increased
100	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.81M	+$1.69M	1	0.15%	New