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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	First Eagle Investment Management New York	$2.68M	+$3.01M	1	0.01%	New
77	Gabelli Funds Rye, New York	$2.68M	-$115K	1	0.02%	Reduced
78	State of Wisconsin Investment Board Madison, Wisconsin	$2.62M	-$86.6K	1	0.01%	Reduced
79	Goldman Sachs New York	$2.58M	-$9.2M	5	0%	Reduced
80	BlackRock Fund Advisors San Francisco, California	$2.47M	-$34.1K	4	0%	Reduced
81	HSBC Holdings London, United Kingdom	$2.13M	-$215K	1	0.01%	Reduced
82	Aviva London, United Kingdom	$2.13M	+$92.1K	1	0.01%	Increased
83	Ninety One (UK) London, United Kingdom	$2.03M	+$577K	1	0.01%	Increased
84	IA Icon Advisers Greenwood Village, Colorado	$2.01M	+$2.26M	1	0.13%	New
85	Group One Trading Chicago, Illinois	$1.94M	+$222K	3	0.02%	Increased
86	SCM Shah Capital Management Raleigh, North Carolina	$1.93M	+$2.16M	1	1.07%	New
87	Guggenheim Capital Chicago, Illinois	$1.8M	+$1.66M	2	0.01%	Increased
88	Boston Partners Boston, Massachusetts	$1.78M	+$2M	1	0%	New
89	Zurich Cantonal Bank Zurich, Switzerland	$1.68M	+$178K	3	0.02%	Increased
90	TGI Tradewinds Global Investors Los Angeles, California	$1.63M	-$21.5M	1	2.01%	Reduced
91	CIBC Asset Management Toronto, Ontario, Canada	$1.41M	-$152K	1	0.01%	Reduced
92	SI Sprott Inc Toronto, Ontario, Canada	$1.39M	+$975K	3	0.05%	Increased
93	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.29M	-$64.4K	1	0.01%	Reduced
94	Intact Investment Management Montreal, Quebec, Canada	$1.22M	+$962	1	0.05%	Increased
95	Anchor Capital Advisors Boston, Massachusetts	$1.19M	-$17.5M	1	0.04%	Reduced
96	Natixis Advisors Boston, Massachusetts	$1.19M	-$235K	1	0.02%	Reduced
97	LPL Financial San Diego, California	$1.11M	-$16.5K	4	0.01%	Reduced
98	AL AJO LP Philadelphia, Pennsylvania	$1.11M	$0	1	0%	Maintained
99	11A 10-15 Associates Goshen, New York	$1.05M	+$242K	1	0.29%	Increased
100	Bridgewater Associates Westport, Connecticut	$1.02M	-$69.3K	1	0.01%	Reduced