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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	Marshall Wace North America New York	$3.77M	+$3.82M	1	0.02%	New
77	State Street Boston, Massachusetts	$3.65M	+$288K	1	0%	Increased
78	PVAM Pacific View Asset Management San Francisco, California	$3.52M	+$3.26M	1	2.34%	New
79	HGI Hansberger Growth Investors Madison, Wisconsin	$3.36M	-$249K	1	4.45%	Reduced
80	T TOBAM Paris, France	$3.24M	+$236K	1	0.14%	Increased
81	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$3.14M	+$376K	2	0.78%	Increased
82	Gotham Asset Management New York	$3.03M	+$1.71M	1	0.04%	Increased
83	RCM Raging Capital Management Rocky Hill, New Jersey	$2.96M	+$2.74M	1	0.4%	New
84	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.92M	$0	1	0.01%	Maintained
85	Barclays London, United Kingdom	$2.83M	+$1.96M	5	0%	Increased
86	SI Sprott Inc Toronto, Ontario, Canada	$2.82M	+$682K	5	0.82%	Increased
87	Canada Life Winnipeg, Manitoba, Canada	$2.7M	-$468K	2	0.01%	Reduced
88	VF Virtu Financial New York	$2.65M	+$1.89M	6	0.14%	Increased
89	State of Wisconsin Investment Board Madison, Wisconsin	$2.6M	-$93.7K	1	0.01%	Reduced
90	Prudential plc London, England, United Kingdom	$2.56M	+$1.16M	1	0.01%	Increased
91	HSBC Holdings London, United Kingdom	$2.38M	+$261K	1	0%	Increased
92	FIM Frontier Investment Management Dallas, Texas	$2.36M	+$2.18M	1	0.2%	New
93	Brinker Capital Investments Berwyn, Pennsylvania	$2.26M	$0	1	0.07%	Maintained
94	Magnetar Financial Evanston, Illinois	$2.25M	+$580K	1	0.04%	Increased
95	Wells Fargo San Francisco, California	$2.24M	-$598K	6	0%	Reduced
96	ACI AMP Capital Investors Sydney, Australia	$2.22M	-$324K	1	0.01%	Reduced
97	NP Ninepoint Partners Toronto, Ontario, Canada	$2.22M	-$232K	2	0.17%	Reduced
98	Parametric Portfolio Associates Seattle, Washington	$2.21M	-$566K	1	0%	Reduced
99	D.E. Shaw & Co New York	$2.15M	-$104K	2	0%	Reduced
100	LPL Financial San Diego, California	$2.15M	-$324K	3	0.01%	Reduced