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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	$20M	-$1.15M	2	0.04%	Reduced
77	Voloridge Investment Management Jupiter, Florida	$19.8M	+$12.5M	2	0.13%	Increased
78	Walleye Trading New York	$19.4M	+$3.7M	2	0.07%	Increased
79	CU CQS (US) New York	$19.2M	+$3.16M	3	1.1%	Increased
80	PEAK6 Investments Chicago, Illinois	$19.1M	-$7.7M	5	0.04%	Reduced
81	Primecap Management Pasadena, California	$18.7M	+$2.49M	1	0.01%	Increased
82	SCP SailingStone Capital Partners Houston, Texas	$18.7M	-$6.34M	1	4.74%	Reduced
83	Beutel, Goodman & Co Toronto, Ontario, Canada	$18M	-$153M	1	0.11%	Reduced
84	FRM Foundation Resource Management Little Rock, Arkansas	$17.9M	-$59.8K	1	4.03%	Reduced
85	Janus Henderson Group London,	$17.9M	+$13.4M	2	0.01%	Increased
86	SI Sprott Inc Toronto, Ontario, Canada	$17.8M	+$219K	7	1.17%	Increased
87	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$17.5M	-$18.7M	1	0.51%	Reduced
88	SBF Sara-Bay Financial Sarasota, Florida	$14.8M	+$18.1K	1	5.8%	Increased
89	GAI General American Investors New York	$14M	-$473K	1	1.19%	Reduced
90	SCI S&CO Inc Boston, Massachusetts	$14M	-$11.1K	1	1.09%	Reduced
91	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$13.2M	+$4.7M	4	1.92%	Increased
92	Pinnacle Associates New York	$13.1M	+$69.2K	2	0.24%	Increased
93	Raymond James & Associates St Petersburg, Florida	$13M	+$739K	7	0.01%	Increased
94	Marshall Wace London, United Kingdom	$12.8M	+$5.64M	5	0.05%	Increased
95	CIBC Asset Management Toronto, Ontario, Canada	$12.4M	+$939K	4	0.05%	Increased
96	Wolverine Trading Chicago, Illinois	$12.1M	+$2.83M	7	0.01%	Increased
97	PointState Capital New York	$11.7M	+$10.2M	1	0.2%	New
98	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$11.4M	-$4.02M	8	0.12%	Reduced
99	LPL Financial San Diego, California	$11.4M	-$817K	9	0.01%	Reduced
100	GAMA Graticule Asia Macro Advisors New York	$11.2M	-$7.32M	4	2.08%	Reduced