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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	Railway Pension Investments London, United Kingdom	$47.3M	+$45.9M	1	0.49%	New
77	Covea Finance Paris, France	$46.2M	-$4.11M	1	2.25%	Reduced
78	Wells Fargo San Francisco, California	$46.2M	+$4.88M	12	0.01%	Increased
79	Deutsche Bank Frankfurt Am Main Ge, Germany	$45.7M	+$14.9M	7	0.02%	Increased
80	Addenda Capital Montreal, Quebec, Canada	$45.3M	+$455K	1	1.77%	Increased
81	Hood River Capital Management Palm Beach Gardens, Florida	$45.1M	-$1.5M	3	1.24%	Reduced
82	HIG Herr Investment Group Austin, Texas	$44.8M	+$204K	4	2.6%	Increased
83	Tocqueville Asset Management New York	$42.1M	-$1.29M	1	0.76%	Reduced
84	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$41.7M	-$3.89M	2	3.44%	Reduced
85	Mackenzie Financial Toronto Ontario, Ontario, Canada	$40.5M	-$3.27M	5	0.06%	Reduced
86	Dimensional Fund Advisors Austin, Texas	$40.4M	+$2.54M	4	0.01%	Increased
87	KI Kapitalo Investimentos Sao Paulo, Brazil	$39.6M	-$242K	1	8.18%	Reduced
88	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$39.1M	+$9.55M	3	6.92%	Increased
89	Guardian Capital (Canada) Toronto, Ontario, Canada	$38.7M	+$1.23M	1	1.39%	Increased
90	TC Torno Capital Cohasset, Massachusetts	$38.7M	+$37.7M	3	7.98%	New
91	Renaissance Technologies New York	$38.4M	+$8.16M	6	0.06%	Increased
92	Janus Henderson Group London,	$37.7M	+$763K	5	0.02%	Increased
93	PIP Permian Investment Partners Dallas, Texas	$37.5M	-$16M	1	4.23%	Reduced
94	Qube Research & Technologies (QRT) London, United Kingdom	$35.7M	+$30.4M	8	0.07%	Increased
95	FRM Foundation Resource Management Little Rock, Arkansas	$35.5M	-$867K	1	5.66%	Reduced
96	MCM Moerus Capital Management New York	$34.8M	-$1.07M	1	10.49%	Reduced
97	1832 Asset Management Toronto, Ontario, Canada	$34.2M	-$3.68M	2	0.05%	Reduced
98	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$33.8M	+$2.27M	14	0.32%	Increased
99	Waratah Capital Advisors Toronto, Ontario, Canada	$33.5M	+$1.16M	1	0.67%	Increased
100	Charles Schwab San Francisco, California	$31.6M	+$483K	5	0.01%	Increased