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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
126	HighTower Advisors Chicago, Illinois	$49M	+$1.8M	9	0.05%	Increased
127	Pinnacle Associates New York	$48.7M	+$4.44M	3	0.53%	Increased
128	Summit Financial Parsippany, New Jersey	$48.7M	+$856K	8	0.53%	Increased
129	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$48.3M	+$44.8M	2	0.13%	Increased
130	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$47.5M	-$7.96M	2	0.03%	Reduced
131	Eurizon Capital SGR SpA Milan,	$47.4M	+$33.8M	3	0.13%	Increased
132	Marex Group London,	$47.3M	+$15.1M	10	0.2%	Increased
133	Franklin Resources San Mateo, California	$45.2M	+$964K	6	0.01%	Increased
134	C Chescapmanager Baltimore, Maryland	$45.2M	$0	1	3.85%	Maintained
135	DAMU Deltroit Asset Management (UK) London,	$44.7M	$0	3	6.43%	Maintained
136	SG Americas Securities New York	$44.4M	-$25.2M	11	0.02%	Reduced
137	Aviva London, United Kingdom	$44.3M	+$378K	1	0.07%	Increased
138	Jennison Associates New York	$43.3M	-$8.1M	1	0.03%	Reduced
139	Neuberger Berman Group New York	$43.2M	+$1.3M	6	0.03%	Increased
140	Nikko Asset Management Americas New York	$42.3M	-$12.1M	1	0.55%	Reduced
141	NP Ninepoint Partners Toronto, Ontario, Canada	$41M	+$7.06M	4	3.13%	Increased
142	OWIM Old West Investment Management Los Angeles, California	$40.9M	+$1.2M	3	4.33%	Increased
143	Encompass Capital Advisors New York	$40.8M	-$42.6M	1	1.45%	Reduced
144	Capital Research Global Investors Los Angeles, California	$40.6M	-$105M	1	0.01%	Reduced
145	HRT Financial New York	$40.3M	-$4.44M	11	0.07%	Reduced
146	TGCMU Titan Global Capital Management USA New York	$40.3M	+$1.79M	5	5.1%	Increased
147	MSR Main Street Research Lakeville, Connecticut	$39.9M	+$275K	1	1.88%	Increased
148	GAI General American Investors New York	$39.4M	$0	2	2.33%	Maintained
149	Rockefeller Capital Management New York	$38.8M	+$8.35M	11	0.06%	Increased
150	M&G plc London, United Kingdom	$38.8M	-$2.36M	1	0.19%	Reduced