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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	Credit Suisse Zurich, Switzerland	$5.56M	-$2.67M	5	0.01%	Reduced
77	AQR Capital Management Greenwich, Connecticut	$5.47M	+$3.78M	3	0.01%	Increased
78	Gabelli Funds Rye, New York	$5.33M	-$48.1K	1	0.03%	Reduced
79	SI Sprott Inc Toronto, Ontario, Canada	$5.32M	+$320K	4	1.15%	Increased
80	State of Wisconsin Investment Board Madison, Wisconsin	$5.15M	-$82.9K	1	0.01%	Reduced
81	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$4.85M	-$398K	2	0.99%	Reduced
82	ROC Robertson Opportunity Capital Dallas, Texas	$4.52M	$0	1	2.77%	Maintained
83	HGI Hansberger Growth Investors Madison, Wisconsin	$4.32M	+$17.8K	1	4.24%	Increased
84	Parametric Portfolio Associates Seattle, Washington	$4.19M	+$419K	3	0%	Increased
85	Commerzbank Aktiengesellschaft Frankfurt, Germany	$4.04M	-$11.6M	1	0.04%	Reduced
86	ED Exane Derivatives Paris, France	$3.98M	-$408K	6	0.79%	Reduced
87	Korea Investment Corp Seoul, South Korea	$3.69M	-$8.48M	1	0.02%	Reduced
88	CIBC Asset Management Toronto, Ontario, Canada	$3.66M	+$9.01K	3	0.02%	Increased
89	Moore Capital Management New York	$3.54M	+$3.6M	1	0.11%	New
90	Wells Fargo San Francisco, California	$3.46M	+$851K	8	0%	Increased
91	SCM Schneider Capital Management Berwyn, Pennsylvania	$3.46M	-$281K	1	0.79%	Reduced
92	H Hexavest Montreal, Quebec, Canada	$3.44M	+$3.5M	1	0.04%	New
93	MN Services Vermogensbeheer The Hague, Netherlands	$3.41M	+$49.3K	1	0.04%	Increased
94	FIM Frontier Investment Management Dallas, Texas	$3.38M	-$19.5K	1	0.21%	Reduced
95	VanEck Associates New York	$3.21M	+$102K	3	0.02%	Increased
96	Barclays London, United Kingdom	$3.19M	+$183K	5	0%	Increased
97	LCM Lonestar Capital Management San Francisco, California	$3.08M	+$3.3M	1	0.78%	New
98	Group One Trading Chicago, Illinois	$2.97M	-$6.51M	3	0.03%	Reduced
99	ACI AMP Capital Investors Sydney, Australia	$2.95M	+$423K	1	0.02%	Increased
100	PC Passport Capital San Francisco, California	$2.95M	$0	1	1.16%	Maintained