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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
1	Mirae Asset Global Investments Seoul, South Korea	$869M	+$141M	8	1.82%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$542M	+$30.2M	5	0.05%	Increased
3	Vanguard Group Malvern, Pennsylvania	$517M	+$6.39M	7	0.01%	Increased
4	Exchange Traded Concepts Oklahoma City, Oklahoma	$422M	+$81.2M	6	8.47%	Increased
5	William Blair Investment Management Chicago, Illinois	$368M	-$18.1M	1	1.1%	Reduced
6	Morgan Stanley New York	$323M	+$61.2M	11	0.04%	Increased
7	Capital World Investors Los Angeles, California	$295M	+$190M	1	0.05%	Increased
8	Lingotto Investment Management London, United Kingdom	$293M	-$14.6M	1	19.17%	Reduced
9	Royal Bank of Canada Toronto, Ontario, Canada	$243M	+$7.22M	10	0.06%	Increased
10	BlackRock New York	$203M	+$6.72M	5	0.01%	Increased
11	KeyBank National Association Cleveland, Ohio	$195M	+$9.13M	1	0.82%	Increased
12	State Street Boston, Massachusetts	$174M	+$15.9M	5	0.01%	Increased
13	Driehaus Capital Management Chicago, Illinois	$169M	+$37.3M	2	2.07%	Increased
14	KGI Kopernik Global Investors Tampa, Florida	$150M	-$89.8M	1	14.96%	Reduced
15	Ameriprise Minneapolis, Minnesota	$149M	-$515K	5	0.04%	Reduced
16	Susquehanna International Group Bala Cynwyd, Pennsylvania	$130M	+$18.1M	9	0.02%	Increased
17	Bank of Montreal Toronto, Ontario, Canada	$127M	-$22M	7	0.06%	Reduced
18	Adage Capital Partners Boston, Massachusetts	$105M	+$4.69M	1	0.2%	Increased
19	SCM Segra Capital Management Palm Beach, Florida	$104M	+$12.8M	5	94.34%	Increased
20	Jane Street New York	$97.5M	-$99.8M	9	0.03%	Reduced
21	Bank of Nova Scotia Toronto, Ontario, Canada	$96.8M	-$478K	1	0.16%	Reduced
22	Goldman Sachs New York	$91.6M	+$13.8M	9	0.02%	Increased
23	Bank of America Charlotte, North Carolina	$90.3M	+$15.7M	10	0.01%	Increased
24	Wellington Management Group Boston, Massachusetts	$82.6M	-$14.4M	1	0.01%	Reduced
25	L1 Capital Melbourne VIC 3000, Australia	$78.9M	+$10.6M	1	9.55%	Increased