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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	GIM Goelzer Investment Management Carmel, Indiana	$4.19M	-$66K	1	0.52%	Reduced
77	HSBC Holdings London, United Kingdom	$3.8M	+$968K	1	0.01%	Increased
78	Intact Investment Management Montreal, Quebec, Canada	$3.79M	+$849K	1	0.15%	Increased
79	Group One Trading Chicago, Illinois	$3.58M	+$542K	3	0.04%	Increased
80	UBS Group Zurich, Switzerland	$3.57M	-$13.2M	7	0%	Reduced
81	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.54M	$0	1	0.02%	Maintained
82	First Eagle Investment Management New York	$3.47M	$0	1	0.01%	Maintained
83	Geode Capital Management Boston, Massachusetts	$3.44M	+$2.43M	3	0%	Increased
84	T TOBAM Paris, France	$3.29M	+$2.54M	1	0.13%	Increased
85	Parametric Portfolio Associates Seattle, Washington	$3.09M	+$451K	1	0%	Increased
86	State of Wisconsin Investment Board Madison, Wisconsin	$3.04M	-$348K	1	0.01%	Reduced
87	Fidelity Investments Boston, Massachusetts	$3.01M	-$2.47M	1	0%	Reduced
88	Canada Life Winnipeg, Manitoba, Canada	$2.99M	-$15.9K	2	0.01%	Reduced
89	LPL Financial San Diego, California	$2.79M	+$1.24M	3	0.02%	Increased
90	Aviva London, United Kingdom	$2.7M	-$209K	1	0.02%	Reduced
91	Zurich Cantonal Bank Zurich, Switzerland	$2.44M	-$138K	3	0.02%	Reduced
92	AQR Capital Management Greenwich, Connecticut	$2.4M	-$18.9M	1	0%	Reduced
93	ROC Robertson Opportunity Capital Dallas, Texas	$2.33M	+$2.4M	1	1.51%	New
94	GP GLG Partners London, United Kingdom	$2.19M	-$2.65M	4	0.1%	Reduced
95	ACI AMP Capital Investors Sydney, Australia	$2.19M	-$2.26M	1	0.01%	Reduced
96	Scotia Capital Toronto, Ontario, Canada	$2.14M	-$1.38M	2	0.04%	Reduced
97	PEAK6 Group Chicago, Illinois	$2.05M	+$1.7M	1	0.02%	Increased
98	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.86M	+$147K	1	0%	Increased
99	BlueCrest Capital Management St Helier, Jersey	$1.8M	+$1.86M	3	0.09%	New
100	CIBC Asset Management Toronto, Ontario, Canada	$1.76M	+$14.7K	1	0.01%	Increased