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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	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$5.67M	+$138K	2	0.05%	Increased
77	D.E. Shaw & Co New York	$5.47M	+$2.9M	4	0.01%	Increased
78	Aristotle Capital Management Los Angeles, California	$5.44M	+$262K	1	0.03%	Increased
79	PHAM Pacific Heights Asset Management San Francisco, California	$5.37M	$0	1	0.7%	Maintained
80	SEI Investments Oaks, Pennsylvania	$5.23M	+$3.03M	1	0.02%	Increased
81	Korea Investment Corp Seoul, South Korea	$4.95M	+$1.58M	1	0.02%	Increased
82	Gabelli Funds Rye, New York	$4.92M	+$75.4K	1	0.03%	Increased
83	Two Sigma Advisers New York	$4.86M	-$6.57M	1	0.01%	Reduced
84	SI Sprott Inc Toronto, Ontario, Canada	$4.68M	-$356K	4	1.11%	Reduced
85	Credit Suisse Zurich, Switzerland	$4.5M	-$600K	4	0%	Reduced
86	Group One Trading Chicago, Illinois	$4.38M	+$1.68M	3	0.04%	Increased
87	Moore Capital Management New York	$4.26M	+$1.05M	1	0.1%	Increased
88	ROC Robertson Opportunity Capital Dallas, Texas	$4.11M	$0	1	2.29%	Maintained
89	WCM Wildcat Capital Management New York	$4.01M	+$4.03M	1	1.74%	New
90	ED Exane Derivatives Paris, France	$3.9M	-$10.8K	6	0.68%	Reduced
91	Commerzbank Aktiengesellschaft Frankfurt, Germany	$3.59M	-$88.2K	1	0.03%	Reduced
92	Parametric Portfolio Associates Seattle, Washington	$3.57M	-$251K	3	0%	Reduced
93	CIBC Asset Management Toronto, Ontario, Canada	$3.54M	+$172K	3	0.02%	Increased
94	Barclays London, United Kingdom	$3.25M	+$338K	5	0%	Increased
95	British Columbia Investment Management Victoria, British Columbia, Canada	$3.19M	-$2.33M	2	0.03%	Reduced
96	State of Wisconsin Investment Board Madison, Wisconsin	$3.15M	-$1.55M	1	0.01%	Reduced
97	SCM Schneider Capital Management Berwyn, Pennsylvania	$3.15M	$0	1	0.75%	Maintained
98	LCM Lonestar Capital Management San Francisco, California	$3.14M	+$155K	1	0.7%	Increased
99	VanEck Associates New York	$3.14M	+$208K	3	0.02%	Increased
100	PC Passport Capital San Francisco, California	$3.13M	+$325K	1	1.78%	Increased