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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	Janus Henderson Group London,	$41.5M	+$9.43M	5	0.02%	Increased
127	GAI General American Investors New York	$41.3M	-$2.67M	2	2.64%	Reduced
128	Envestnet Asset Management Chicago, Illinois	$41.2M	-$4.34M	7	0.01%	Reduced
129	Cetera Investment Advisers Schaumburg, Illinois	$40.5M	+$1.08M	10	0.07%	Increased
130	Squarepoint New York	$40.5M	+$13.3M	7	0.04%	Increased
131	Hancock Prospecting West Perth, Australia	$40M	+$32.5M	1	1.27%	New
132	INTECH Investment Management West Palm Beach, Florida	$39.9M	-$3.4M	6	0.37%	Reduced
133	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$39.3M	-$1.7M	1	0.02%	Reduced
134	Rathbones Group Liverpool, United Kingdom	$39.2M	+$1.6M	10	0.17%	Increased
135	Nikko Asset Management Americas New York	$38.9M	-$1.75M	1	0.39%	Reduced
136	Bowen Hanes & Co Ponte Vedra Beach, Florida	$38.9M	-$5.19M	1	0.98%	Reduced
137	Granahan Investment Management Waltham, Massachusetts	$37.9M	-$995K	1	1.54%	Reduced
138	iA Global Asset Management Quebec, Quebec, Canada	$37.8M	+$27.2M	1	0.57%	New
139	PHAM Pacific Heights Asset Management San Francisco, California	$37.1M	$0	1	1.98%	Maintained
140	Point72 Asset Management Stamford, Connecticut	$36.9M	+$26.5M	1	0.07%	New
141	OWIM Old West Investment Management Los Angeles, California	$36.4M	-$195K	5	12.02%	Reduced
142	Twin Tree Management Dallas, Texas	$36.3M	+$26.1M	1	0.07%	New
143	Pinnacle Associates New York	$35.3M	-$4.82M	3	0.51%	Reduced
144	Alyeska Investment Group Chicago, Illinois	$35M	+$28M	3	0.12%	Increased
145	C Chescapmanager Baltimore, Maryland	$32.9M	$0	1	3.64%	Maintained
146	TGCMU Titan Global Capital Management USA New York	$32.8M	+$10.5M	5	5.17%	Increased
147	AHT Amanah Holdings Trust London,	$32.7M	+$23.5M	1	8.1%	New
148	DKAM Drummond Knight Asset Management Crows Nest, NSW, Australia	$32.4M	+$23.9M	2	10.34%	New
149	SAM Scopus Asset Management New York	$32.2M	+$13M	2	0.54%	Increased
150	Verition Fund Management Greenwich, Connecticut	$31.9M	+$22.5M	6	0.14%	Increased