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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	Marshall Wace London, United Kingdom	$15.9M	-$8.71M	3	0.04%	Reduced
102	Janus Henderson Group London,	$15.8M	+$2.8M	4	0.01%	Increased
103	SCI S&CO Inc Boston, Massachusetts	$14.7M	+$88.2K	1	1.28%	Increased
104	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$14.4M	+$261K	2	9.25%	Increased
105	GAMA Graticule Asia Macro Advisors New York	$14.1M	$0	3	5.15%	Maintained
106	Charles Schwab San Francisco, California	$14.1M	+$1.15M	4	0%	Increased
107	Raymond James & Associates St Petersburg, Florida	$14.1M	-$1.24M	7	0.01%	Reduced
108	GAI General American Investors New York	$14M	-$588K	1	1.37%	Reduced
109	APG Asset Management Amsterdam, Netherlands	$13.7M	+$2.4M	1	0.03%	Increased
110	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$13.5M	+$1.96M	5	0.02%	Increased
111	SI Sprott Inc Toronto, Ontario, Canada	$13.3M	-$1.4M	8	1.17%	Reduced
112	Pinnacle Associates New York	$13M	-$29.2K	2	0.28%	Reduced
113	Vident Investment Advisory Alpharetta, Georgia	$12.9M	+$3.73M	7	0.49%	Increased
114	Beutel, Goodman & Co Toronto, Ontario, Canada	$12.7M	-$320K	1	0.08%	Reduced
115	VanEck Associates New York	$12.3M	+$2.32M	6	0.03%	Increased
116	PHS Pekin Hardy Strauss Chicago, Illinois	$12M	+$604K	5	1.66%	Increased
117	Schonfeld Strategic Advisors New York	$12M	-$12.7M	3	0.1%	Reduced
118	PointState Capital New York	$12M	+$12.4M	1	0.36%	New
119	SBF Sara-Bay Financial Sarasota, Florida	$11.8M	-$395K	2	6.64%	Reduced
120	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$11.8M	+$3.62M	1	0.48%	Increased
121	ArrowMark Colorado Holdings Denver, Colorado	$11.7M	+$5.53M	1	0.14%	Increased
122	Parallax Volatility Advisers San Francisco, California	$11.6M	+$7.8M	1	0.02%	Increased
123	TC Tejara Capital London, United Kingdom	$11.5M	+$11.5M	4	6.62%	New
124	BCM Bienville Capital Management New York	$11.4M	-$7.44M	1	3.44%	Reduced
125	Masters Capital Management Atlanta, Georgia	$11.3M	+$11.8M	1	0.86%	New