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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	Aperio Group Sausalito, California	$4.73M	+$674K	2	0.02%	Increased
77	AGF Investments Inc Toronto, Ontario, Canada	$4.72M	+$4.59M	1	0.05%	Increased
78	Pinnacle Associates New York	$4.71M	+$2.64M	3	0.12%	Increased
79	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$4.49M	+$603K	1	0.01%	Increased
80	State Street Boston, Massachusetts	$4.47M	-$1.34M	2	0%	Reduced
81	Wells Fargo San Francisco, California	$4.38M	+$1.98M	8	0%	Increased
82	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.37M	-$400K	1	0.04%	Reduced
83	Korea Investment Corp Seoul, South Korea	$4.36M	+$3.1M	1	0.02%	Increased
84	ROC Robertson Opportunity Capital Dallas, Texas	$4.33M	$0	1	2.28%	Maintained
85	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$4.15M	-$1.99K	8	0.06%	Reduced
86	MIS Morningstar Investment Services Chicago, Illinois	$4.08M	-$262K	1	0.07%	Reduced
87	CU CQS (US) New York	$4.02M	$0	3	0.25%	Maintained
88	Jane Street New York	$3.92M	+$1.23M	5	0%	Increased
89	MC Muhlenkamp & Co Wexford, Pennsylvania	$3.89M	+$3.79M	1	2.08%	New
90	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$3.85M	-$359K	2	0.87%	Reduced
91	Scotia Capital Toronto, Ontario, Canada	$3.77M	+$2.1M	2	0.05%	Increased
92	Osaic Holdings Scottsdale, Arizona	$3.67M	+$178K	8	0.01%	Increased
93	Fidelity Investments Boston, Massachusetts	$3.57M	+$3.45M	2	0%	Increased
94	SI Sprott Inc Toronto, Ontario, Canada	$3.53M	+$483K	5	0.22%	Increased
95	Evergreen Capital Management Bellevue, Washington	$3.26M	+$1.26M	1	0.25%	Increased
96	Crawford Investment Counsel Atlanta, Georgia	$3.23M	-$452K	1	0.09%	Reduced
97	Goldman Sachs New York	$3.05M	-$4.93M	5	0%	Reduced
98	State of Tennessee, Department of Treasury Nashville, Tennessee	$3.04M	-$16.9M	1	0.01%	Reduced
99	Advisory Services Network Atlanta, Georgia	$3.03M	+$1.24M	1	0.17%	Increased
100	Natixis Advisors Boston, Massachusetts	$2.97M	+$10.8K	1	0.02%	Increased