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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
151	VOYA Investment Management Atlanta, Georgia	$34.7M	-$10.6M	7	0.03%	Reduced
152	Encompass Capital Advisors New York	$34.3M	-$157M	1	1.4%	Reduced
153	British Columbia Investment Management Victoria, British Columbia, Canada	$34.2M	-$58.1M	4	0.18%	Reduced
154	Aviva London, United Kingdom	$33.8M	+$1.7M	1	0.06%	Increased
155	Gabelli Funds Rye, New York	$33.4M	-$313K	2	0.23%	Reduced
156	SCI S&CO Inc Boston, Massachusetts	$32.6M	-$14.5M	1	2.03%	Reduced
157	Osaic Holdings Scottsdale, Arizona	$32.6M	-$1.75M	16	0.05%	Reduced
158	ARK Investment Management St. Petersburg, Florida	$32.4M	+$3M	1	0.22%	Increased
159	State of Tennessee, Department of Treasury Nashville, Tennessee	$31.7M	-$90.7K	2	0.1%	Reduced
160	Principal Financial Group Des Moines, Iowa	$31M	-$17.7M	4	0.02%	Reduced
161	Point72 Asset Management Stamford, Connecticut	$30.7M	-$6.38M	3	0.03%	Reduced
162	Two Sigma Advisers New York	$30.4M	-$18.6M	7	0.06%	Reduced
163	Rockefeller Capital Management New York	$29.6M	+$11.5M	9	0.05%	Increased
164	Alyeska Investment Group Chicago, Illinois	$28.9M	+$14.8M	2	0.08%	Increased
165	G GenTrust Miami, Florida	$27.9M	-$28.9M	1	1.2%	Reduced
166	PC Packer & Co Cottesloe, Australia	$27.8M	$0	1	7.41%	Maintained
167	Nomura Holdings Tokyo, Japan	$27.5M	+$4.94M	5	0.04%	Increased
168	NP Ninepoint Partners Toronto, Ontario, Canada	$27.3M	+$11.3M	4	3.01%	Increased
169	HWA Heartwood Wealth Advisors Richmond, Virginia	$27M	-$92K	1	2.49%	Reduced
170	PineBridge Investments New York	$27M	-$5.34M	6	0.2%	Reduced
171	HRT Financial New York	$26.9M	-$94M	9	0.08%	Reduced
172	CP Cumberland Partners Toronto, Ontario, Canada	$26.7M	+$10.6M	2	1.64%	Increased
173	Commonwealth Equity Services Waltham, Massachusetts	$26.7M	+$1.56M	8	0.04%	Increased
174	Freestone Grove Partners San Francisco, California	$26.2M	+$25.6M	3	0.19%	Increased
175	GWM Greenwich Wealth Management Greenwich, Connecticut	$25.9M	+$2.89M	4	1.16%	Increased