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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	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.36M	-$1.45M	1	0.02%	Reduced
77	FG Formula Growth Montreal, Quebec, Canada	$3.33M	$0	1	0.77%	Maintained
78	Scotia Capital Toronto, Ontario, Canada	$3.28M	-$1.65M	2	0.05%	Reduced
79	First Eagle Investment Management New York	$3.28M	$0	1	0.01%	Maintained
80	State of Wisconsin Investment Board Madison, Wisconsin	$3.21M	-$9.93K	1	0.01%	Reduced
81	Wellington Management Group Boston, Massachusetts	$3.15M	-$19.8M	1	0%	Reduced
82	BlackRock Fund Advisors San Francisco, California	$3.07M	+$72K	4	0%	Increased
83	Boston Partners Boston, Massachusetts	$3M	+$707K	1	0%	Increased
84	Group One Trading Chicago, Illinois	$2.88M	+$437K	3	0.03%	Increased
85	Canada Life Winnipeg, Manitoba, Canada	$2.86M	-$15.3M	2	0.01%	Reduced
86	Aviva London, United Kingdom	$2.74M	+$117K	1	0.02%	Increased
87	HSBC Holdings London, United Kingdom	$2.69M	+$77.6K	1	0.01%	Increased
88	Wells Fargo San Francisco, California	$2.68M	-$1.91M	6	0%	Reduced
89	Intact Investment Management Montreal, Quebec, Canada	$2.59M	+$684K	1	0.1%	Increased
90	1832 Asset Management Toronto, Ontario, Canada	$2.54M	+$2.09M	3	0.01%	Increased
91	Parametric Portfolio Associates Seattle, Washington	$2.51M	+$1.16M	1	0%	Increased
92	Ninety One (UK) London, United Kingdom	$2.49M	$0	1	0.01%	Maintained
93	IA Icon Advisers Greenwood Village, Colorado	$2.46M	$0	1	0.17%	Maintained
94	ARTA A.R.T. Advisors New York	$2.44M	+$2.11M	1	0.15%	New
95	Zurich Cantonal Bank Zurich, Switzerland	$2.44M	+$327K	3	0.03%	Increased
96	MIS Morningstar Investment Services Chicago, Illinois	$2.41M	+$1.17M	1	0.08%	Increased
97	BlackRock Institutional Trust San Francisco, California	$2.3M	-$1.2M	2	0%	Reduced
98	Ameriprise Minneapolis, Minnesota	$2.12M	+$801K	1	0%	Increased
99	MLIM Mountain Lake Investment Management Boca Raton, Florida	$2.09M	+$1.81M	1	0.78%	New
100	AHL Partners London, United Kingdom	$1.88M	+$1.62M	1	0.06%	New