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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	Gabelli Funds Rye, New York	$5.25M	-$1.6M	1	0.03%	Reduced
77	Man Group London, United Kingdom	$5.07M	+$2.95M	1	0.02%	Increased
78	AL Arnhold LLC New York	$4.63M	$0	1	0.81%	Maintained
79	SI Sprott Inc Toronto, Ontario, Canada	$4.62M	+$513K	4	0.95%	Increased
80	HGI Hansberger Growth Investors Madison, Wisconsin	$4.59M	-$176K	1	6.15%	Reduced
81	Group One Trading Chicago, Illinois	$4.22M	+$1.32M	3	0.04%	Increased
82	State of Wisconsin Investment Board Madison, Wisconsin	$4.21M	-$53.1K	1	0.01%	Reduced
83	D.E. Shaw & Co New York	$3.94M	+$2.19M	3	0.01%	Increased
84	PVAM Pacific View Asset Management San Francisco, California	$3.91M	$0	1	3.1%	Maintained
85	Canada Life Winnipeg, Manitoba, Canada	$3.7M	+$468K	2	0.01%	Increased
86	Millennium Management New York	$3.66M	+$2.5M	1	0%	Increased
87	ROC Robertson Opportunity Capital Dallas, Texas	$3.55M	+$1.71M	1	2.14%	Increased
88	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.46M	$0	1	0.02%	Maintained
89	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$3.44M	+$120K	2	0.72%	Increased
90	TCM Tanaka Capital Management New York	$3.31M	$0	2	7.95%	Maintained
91	Parametric Portfolio Associates Seattle, Washington	$3.25M	+$118K	2	0%	Increased
92	Korea Investment Corp Seoul, South Korea	$3.13M	+$2.74M	1	0.01%	Increased
93	Invesco Atlanta, Georgia	$3M	+$1.37M	3	0%	Increased
94	Amundi Asset Management US Boston, Massachusetts	$2.86M	+$1.88M	1	0%	Increased
95	CC Cambrian Capital San Francisco, California	$2.81M	$0	1	2.73%	Maintained
96	ACI AMP Capital Investors Sydney, Australia	$2.75M	+$56.3K	1	0.02%	Increased
97	HSBC Holdings London, United Kingdom	$2.71M	-$372K	1	0%	Reduced
98	CIBC Asset Management Toronto, Ontario, Canada	$2.7M	+$577K	2	0.02%	Increased
99	Carson Wealth (CWM LLC) Omaha, Nebraska	$2.66M	+$638K	1	0.09%	Increased
100	Prudential plc London, England, United Kingdom	$2.6M	$0	1	0.01%	Maintained