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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
101	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$11.4M	+$13.2M	1	7.36%	Increased
102	ED Exane Derivatives Paris, France	$11.3M	+$1.67M	6	6.5%	Increased
103	SI Sprott Inc Toronto, Ontario, Canada	$11.1M	-$138K	8	1%	Reduced
104	GAMA Graticule Asia Macro Advisors New York	$10.8M	+$2.6M	4	4.96%	Increased
105	Alyeska Investment Group Chicago, Illinois	$10.6M	+$12.3M	2	0.12%	Increased
106	PHAM Pacific Heights Asset Management San Francisco, California	$10.5M	$0	1	1.07%	Maintained
107	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$10.4M	+$1.84M	10	0.12%	Increased
108	D.E. Shaw & Co New York	$10.4M	-$5.9M	2	0.01%	Reduced
109	Simplex Trading Chicago, Illinois	$10.3M	-$9.22M	9	0.01%	Reduced
110	British Columbia Investment Management Victoria, British Columbia, Canada	$10.2M	-$4.14M	4	0.1%	Reduced
111	PHS Pekin Hardy Strauss Chicago, Illinois	$9.98M	+$562K	3	1.41%	Increased
112	PIP Permian Investment Partners Dallas, Texas	$9.85M	+$2.88M	1	1.61%	Increased
113	Osaic Holdings Scottsdale, Arizona	$9.73M	+$1.1M	11	0.02%	Increased
114	MLIM Mountain Lake Investment Management Boca Raton, Florida	$9.59M	+$1.82M	4	8.21%	Increased
115	SBF Sara-Bay Financial Sarasota, Florida	$9.14M	-$318K	1	4.44%	Reduced
116	JCM Janney Capital Management Pittsburgh, Pennsylvania	$9.07M	-$147K	1	0.73%	Reduced
117	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$9.04M	-$2.52M	5	0.01%	Reduced
118	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$9.03M	+$7.18M	2	0.14%	Increased
119	Capital Fund Management (CFM) Paris, France	$8.95M	-$1.84M	1	0.08%	Reduced
120	MPM MBB Public Markets Chicago, Illinois	$8.87M	+$10.6M	1	0.21%	New
121	Scotia Capital Toronto, Ontario, Canada	$8.52M	+$1.11M	3	0.06%	Increased
122	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$8.48M	+$137K	4	0.07%	Increased
123	CP Cumberland Partners Toronto, Ontario, Canada	$8.38M	+$1.1M	1	0.8%	Increased
124	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$8.35M	+$529K	5	2.25%	Increased
125	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$8.27M	+$5.14M	1	0.06%	Increased