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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	$3.52M	+$80.6K	1	0.43%	Increased
77	Group One Trading Chicago, Illinois	$3.26M	+$336K	3	0.03%	Increased
78	T TOBAM Paris, France	$3.01M	+$331K	1	0.11%	Increased
79	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.92M	$0	1	0.01%	Maintained
80	First Eagle Investment Management New York	$2.9M	+$49.7K	1	0.01%	Increased
81	SI Sprott Inc Toronto, Ontario, Canada	$2.84M	+$2.09M	5	0.11%	Increased
82	State Street Boston, Massachusetts	$2.82M	+$2.42M	1	0%	Increased
83	Fidelity Investments Boston, Massachusetts	$2.8M	+$357K	1	0%	Increased
84	Canada Life Winnipeg, Manitoba, Canada	$2.57M	+$113K	3	0.01%	Increased
85	Parametric Portfolio Associates Seattle, Washington	$2.44M	-$116K	1	0%	Reduced
86	State of Wisconsin Investment Board Madison, Wisconsin	$2.4M	-$115K	1	0.01%	Reduced
87	LPL Financial San Diego, California	$2.34M	-$14.4K	3	0.01%	Reduced
88	FIM Frontier Investment Management Dallas, Texas	$2.33M	+$2.54M	1	0.22%	New
89	HSBC Holdings London, United Kingdom	$2.28M	-$925K	1	0%	Reduced
90	Aviva London, United Kingdom	$2.21M	-$10.2K	1	0.01%	Reduced
91	LCM Lonestar Capital Management San Francisco, California	$2.19M	+$2.17M	1	0.66%	New
92	Brinker Capital Investments Berwyn, Pennsylvania	$1.98M	+$2.04M	1	0.08%	New
93	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$1.94M	+$1.97M	2	0.65%	New
94	ROC Robertson Opportunity Capital Dallas, Texas	$1.91M	$0	1	1.21%	Maintained
95	ACI AMP Capital Investors Sydney, Australia	$1.78M	-$61.7K	1	0.01%	Reduced
96	AHL Partners London, United Kingdom	$1.72M	+$1.56M	1	0.04%	Increased
97	DS Dudley & Shanley Palm Beach, Florida	$1.7M	+$1.68M	1	0.35%	New
98	CIBC Asset Management Toronto, Ontario, Canada	$1.68M	+$226K	2	0.01%	Increased
99	Scotia Capital Toronto, Ontario, Canada	$1.68M	-$75.2K	2	0.03%	Reduced
100	ED Exane Derivatives Paris, France	$1.56M	+$230K	5	0.33%	Increased