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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	Canada Life Winnipeg, Manitoba, Canada	$35.2M	+$3.05M	4	0.06%	Increased
102	Rathbones Group Liverpool, United Kingdom	$33.5M	+$1.09M	10	0.17%	Increased
103	Artemis Investment Management Edinburgh, United Kingdom	$33.5M	+$15.5M	1	0.51%	Increased
104	DLP De Lisle Partners Poole, United Kingdom	$33.4M	+$2.05M	3	5.41%	Increased
105	Eisler Capital (UK) London, United Kingdom	$33.2M	+$30.3M	1	0.15%	New
106	Point72 Asset Management Stamford, Connecticut	$32.9M	-$5.66M	3	0.08%	Reduced
107	NZS Capital Denver, Colorado	$32.7M	+$12.2M	1	1.28%	Increased
108	MCM Moerus Capital Management New York	$31.9M	+$146K	1	11.7%	Increased
109	BNP Paribas Financial Markets Paris, France	$31.8M	+$19.4M	7	0.02%	Increased
110	Cetera Investment Advisers Schaumburg, Illinois	$31.6M	-$1.93M	9	0.07%	Reduced
111	Bowen Hanes & Co Ponte Vedra Beach, Florida	$29.7M	-$3.78M	1	0.78%	Reduced
112	GECH Garnet Equity Capital Holdings New York	$28M	+$7.22M	4	8.13%	Increased
113	FSC Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands	$27.9M	+$22.2M	3	7.02%	Increased
114	Benjamin Edwards Inc Clayton, Missouri	$27.7M	+$24.8M	1	0.4%	Increased
115	FRM Foundation Resource Management Little Rock, Arkansas	$27.7M	-$253K	1	4.28%	Reduced
116	Castle Hook Partners New York	$27.1M	-$53.6M	1	0.51%	Reduced
117	SAM Scopus Asset Management New York	$27M	-$3.56M	3	0.48%	Reduced
118	SCI S&CO Inc Boston, Massachusetts	$26.9M	+$558K	1	1.76%	Increased
119	Raymond James & Associates St Petersburg, Florida	$26.5M	+$442K	8	0.02%	Increased
120	Guardian Capital (Canada) Toronto, Ontario, Canada	$26M	-$7.17M	1	0.95%	Reduced
121	Merewether Investment Management Dallas, Texas	$26M	+$23.7M	1	1.2%	New
122	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$25.5M	-$4.49M	1	0.02%	Reduced
123	Nikko Asset Management Americas New York	$25.3M	-$1.28M	1	0.29%	Reduced
124	Horizon Kinetics Asset Management New York	$24.7M	-$61K	1	0.37%	Reduced
125	Waratah Capital Advisors Toronto, Ontario, Canada	$24.6M	-$188K	1	0.49%	Reduced