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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	1832 Asset Management Toronto, Ontario, Canada	$4.78M	-$4.59K	3	0.02%	Reduced
77	Moore Capital Management New York	$4.75M	+$962K	1	0.19%	Increased
78	PHAM Pacific Heights Asset Management San Francisco, California	$4.75M	$0	1	0.64%	Maintained
79	WCM Wildcat Capital Management New York	$4.75M	+$1.18M	1	2.02%	Increased
80	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.64M	-$533K	1	0.03%	Reduced
81	Gabelli Funds Rye, New York	$4.45M	+$84.5K	1	0.03%	Increased
82	Commerzbank Aktiengesellschaft Frankfurt, Germany	$4.37M	+$1.18M	1	0.03%	Increased
83	PointState Capital New York	$4.25M	+$4.2M	1	0.12%	New
84	Amundi Asset Management US Boston, Massachusetts	$4.03M	+$2.3M	1	0.01%	Increased
85	HSBC Holdings London, United Kingdom	$3.82M	+$242K	3	0.01%	Increased
86	ROC Robertson Opportunity Capital Dallas, Texas	$3.64M	$0	1	2.02%	Maintained
87	MN Services Vermogensbeheer The Hague, Netherlands	$3.28M	+$1.34M	1	0.03%	Increased
88	Two Sigma Advisers New York	$3.25M	-$1.04M	1	0.01%	Reduced
89	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$3.06M	+$1.01M	3	0.78%	Increased
90	Millennium Management New York	$2.98M	+$2.49M	1	0%	Increased
91	ED Exane Derivatives Paris, France	$2.95M	+$16.3K	6	0.53%	Increased
92	State of Wisconsin Investment Board Madison, Wisconsin	$2.79M	+$3.76K	1	0.01%	Increased
93	SCM Schneider Capital Management Berwyn, Pennsylvania	$2.78M	-$9.39K	1	0.73%	Reduced
94	VanEck Associates New York	$2.77M	+$18.3K	3	0.01%	Increased
95	CIBC Asset Management Toronto, Ontario, Canada	$2.7M	-$266K	2	0.02%	Reduced
96	HGI Hansberger Growth Investors Madison, Wisconsin	$2.61M	+$408K	1	3.49%	Increased
97	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$2.58M	+$667K	4	0.72%	Increased
98	SI Sprott Inc Toronto, Ontario, Canada	$2.54M	-$1.31M	4	0.65%	Reduced
99	Man Group London, United Kingdom	$2.53M	+$2.5M	1	0.01%	New
100	Crawford Investment Counsel Atlanta, Georgia	$2.52M	+$315K	1	0.07%	Increased