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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	$623M	-$18.9M	8	1.62%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$489M	+$47.4M	7	0.01%	Increased
3	Fidelity Investments Boston, Massachusetts	$336M	+$97.8M	7	0.03%	Increased
4	Capital World Investors Los Angeles, California	$324M	+$64.3M	1	0.07%	Increased
5	ALPS Advisors Denver, Colorado	$300M	-$7.39M	6	2.68%	Reduced
6	BlackRock New York	$277M	+$105M	5	0.01%	Increased
7	Morgan Stanley New York	$277M	-$3.52M	11	0.03%	Reduced
8	William Blair Investment Management Chicago, Illinois	$254M	+$23.5M	1	0.97%	Increased
9	T. Rowe Price Associates Baltimore, Maryland	$222M	-$54.3M	5	0.04%	Reduced
10	Royal Bank of Canada Toronto, Ontario, Canada	$216M	+$10.6M	10	0.06%	Increased
11	KeyBank National Association Cleveland, Ohio	$159M	-$604K	1	0.78%	Reduced
12	AllianceBernstein Nashville, Tennessee	$157M	+$2.85M	7	0.07%	Increased
13	State Street Boston, Massachusetts	$152M	+$42.6M	4	0.01%	Increased
14	SCM Segra Capital Management Palm Beach, Florida	$136M	+$12.5M	5	99.96%	Increased
15	Ameriprise Minneapolis, Minnesota	$135M	+$26.1M	6	0.05%	Increased
16	Bank of Montreal Toronto, Ontario, Canada	$127M	-$12.1M	8	0.06%	Reduced
17	MI MMCAP International Grand Cayman, Cayman Islands	$125M	+$18.6M	5	12.68%	Increased
18	Lingotto Investment Management London, United Kingdom	$123M	-$27.7M	2	9.26%	Reduced
19	Bank of New York Mellon New York	$122M	+$36.4M	7	0.03%	Increased
20	Bank of America Charlotte, North Carolina	$102M	+$24.4M	11	0.01%	Increased
21	Pendal Group Sydney, Australia	$99.9M	+$18.8M	2	0.86%	Increased
22	Bank of Nova Scotia Toronto, Ontario, Canada	$98.8M	+$12.3M	4	0.26%	Increased
23	KGI Kopernik Global Investors Tampa, Florida	$88.3M	+$28M	1	8.92%	Increased
24	National Bank of Canada Montreal, Quebec, Canada	$87.2M	+$65.5M	10	0.22%	Increased
25	Wellington Management Group Boston, Massachusetts	$86.1M	+$14.9M	1	0.02%	Increased