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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	Man Group London, United Kingdom	$5.42M	+$266K	1	0.02%	Increased
77	Gabelli Funds Rye, New York	$5.26M	-$57.4K	1	0.03%	Reduced
78	Aristotle Capital Management Los Angeles, California	$5.05M	-$2.4M	1	0.03%	Reduced
79	SI Sprott Inc Toronto, Ontario, Canada	$5M	+$69.2K	4	1.25%	Increased
80	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.98M	-$6.18M	1	0.05%	Reduced
81	HGI Hansberger Growth Investors Madison, Wisconsin	$4.86M	+$195K	1	5.88%	Increased
82	AL Arnhold LLC New York	$4.69M	$0	1	0.81%	Maintained
83	Renaissance Technologies New York	$4.49M	-$1.73M	4	0%	Reduced
84	State Street Boston, Massachusetts	$4.28M	-$1.94M	1	0%	Reduced
85	ROC Robertson Opportunity Capital Dallas, Texas	$4.24M	+$599K	1	2.49%	Increased
86	PVAM Pacific View Asset Management San Francisco, California	$4.18M	+$128K	1	3.33%	Increased
87	State of Wisconsin Investment Board Madison, Wisconsin	$3.95M	-$299K	1	0.01%	Reduced
88	William Blair Investment Management Chicago, Illinois	$3.88M	+$3.58M	1	0.01%	New
89	Parametric Portfolio Associates Seattle, Washington	$3.74M	+$370K	3	0%	Increased
90	TCM Tanaka Capital Management New York	$3.56M	-$89.8K	2	8.27%	Reduced
91	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.56M	+$792K	1	0.09%	Increased
92	Barclays London, United Kingdom	$3.54M	+$857K	5	0%	Increased
93	CIBC Asset Management Toronto, Ontario, Canada	$3.53M	+$695K	3	0.02%	Increased
94	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.45M	-$1.64M	1	0.02%	Reduced
95	VanEck Associates New York	$3.4M	+$1.22M	3	0.02%	Increased
96	Canada Life Winnipeg, Manitoba, Canada	$3.39M	-$336K	2	0.01%	Reduced
97	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$3.37M	+$3.12M	3	0.66%	New
98	SCM Schneider Capital Management Berwyn, Pennsylvania	$3.21M	+$929K	2	0.63%	Increased
99	Invesco Atlanta, Georgia	$3.13M	+$40.8K	3	0%	Increased
100	CC Cambrian Capital San Francisco, California	$3.1M	$0	1	3.4%	Maintained