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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	$4.64M	-$3.44K	2	0.01%	Reduced
77	CU CQS (US) New York	$4.64M	+$4.72M	3	0.22%	New
78	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$4.47M	-$1.43M	7	0.06%	Reduced
79	PHAM Pacific Heights Asset Management San Francisco, California	$4.45M	$0	1	0.56%	Maintained
80	WCM Wildcat Capital Management New York	$4.45M	$0	1	1.28%	Maintained
81	Barclays London, United Kingdom	$4.2M	-$1.19M	5	0%	Reduced
82	Gabelli Funds Rye, New York	$4.17M	$0	1	0.03%	Maintained
83	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.1M	-$260K	1	0.03%	Reduced
84	Two Sigma Advisers New York	$3.53M	+$496K	1	0.01%	Increased
85	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$3.52M	+$540K	3	0.88%	Increased
86	British Columbia Investment Management Victoria, British Columbia, Canada	$3.41M	+$1.33M	1	0.03%	Increased
87	MC Muhlenkamp & Co Wexford, Pennsylvania	$3.38M	-$4.3M	1	1.48%	Reduced
88	ROC Robertson Opportunity Capital Dallas, Texas	$3.32M	-$92.4K	1	1.7%	Reduced
89	MN Services Vermogensbeheer The Hague, Netherlands	$3.07M	$0	1	0.03%	Maintained
90	Crawford Investment Counsel Atlanta, Georgia	$2.99M	+$651K	1	0.08%	Increased
91	Parametric Portfolio Associates Seattle, Washington	$2.98M	+$660K	2	0%	Increased
92	HSBC Holdings London, United Kingdom	$2.91M	+$199K	3	0.01%	Increased
93	UMA USA Mutuals Advisors Dallas, Texas	$2.89M	+$3M	1	2.96%	New
94	Group One Trading Chicago, Illinois	$2.71M	+$808K	3	0.02%	Increased
95	CIBC Asset Management Toronto, Ontario, Canada	$2.62M	+$68.7K	2	0.01%	Increased
96	ED Exane Derivatives Paris, France	$2.59M	-$150K	6	0.48%	Reduced
97	SI Sprott Inc Toronto, Ontario, Canada	$2.55M	+$130K	4	0.53%	Increased
98	EP Edgestream Partners Princeton, New Jersey	$2.52M	+$1.25M	1	0.13%	Increased
99	Wells Fargo San Francisco, California	$2.46M	+$425K	8	0%	Increased
100	State of Wisconsin Investment Board Madison, Wisconsin	$2.44M	-$180K	1	0.01%	Reduced