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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	Fidelity Investments Boston, Massachusetts	$1.57B	+$198M	10	0.12%	Increased
2	Mirae Asset Global Investments Seoul, South Korea	$1.18B	+$77M	10	2.4%	Increased
3	Vanguard Group Malvern, Pennsylvania	$922M	+$16M	9	0.02%	Increased
4	BlackRock New York	$705M	+$35.3M	8	0.02%	Increased
5	ALPS Advisors Denver, Colorado	$653M	+$97.4M	7	5.14%	Increased
6	JP Morgan Chase New York	$611M	+$369M	11	0.06%	Increased
7	Capital World Investors Los Angeles, California	$582M	-$33.3M	1	0.1%	Reduced
8	Morgan Stanley New York	$473M	+$7.4M	13	0.04%	Increased
9	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$406M	+$128M	3	1.89%	Increased
10	Royal Bank of Canada Toronto, Ontario, Canada	$402M	-$20.6M	13	0.09%	Reduced
11	Bank of America Charlotte, North Carolina	$340M	+$64.8M	13	0.03%	Increased
12	Bank of Montreal Toronto, Ontario, Canada	$326M	+$41M	11	0.1%	Increased
13	T. Rowe Price Associates Baltimore, Maryland	$290M	-$204M	5	0.04%	Reduced
14	MI MMCAP International Grand Cayman, Cayman Islands	$278M	+$36.6M	6	50.96%	Increased
15	AllianceBernstein Nashville, Tennessee	$272M	-$43.4M	7	0.1%	Reduced
16	KeyBank National Association Cleveland, Ohio	$262M	-$7.21M	1	1.17%	Reduced
17	Jane Street New York	$238M	+$140M	12	0.06%	Increased
18	Fidelity International Hamilton, Bermuda	$228M	-$124M	1	0.24%	Reduced
19	Ameriprise Minneapolis, Minnesota	$228M	-$2.66M	7	0.07%	Reduced
20	Aristotle Capital Management Los Angeles, California	$220M	+$109M	1	0.43%	Increased
21	L1 Capital Melbourne VIC 3000, Australia	$208M	+$5.25M	1	19.48%	Increased
22	Norges Bank Oslo, Norway	$196M	-$3.25M	2	0.03%	Reduced
23	National Bank of Canada Montreal, Quebec, Canada	$195M	+$45.6M	12	0.31%	Increased
24	Driehaus Capital Management Chicago, Illinois	$195M	+$1.69M	2	2.35%	Increased
25	Nuveen Charlotte, North Carolina	$191M	+$168M	7	0.06%	Increased