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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 ETFs Holdings Causeway Bay, Hong Kong	$1.16B	-$97.4M	11	2.47%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.03B	+$15M	9	0.02%	Increased
3	Fidelity Investments Boston, Massachusetts	$649M	-$414M	10	0.04%	Reduced
4	AllianceBernstein Nashville, Tennessee	$596M	+$186M	9	0.22%	Increased
5	Capital World Investors Los Angeles, California	$548M	+$1.94M	1	0.09%	Increased
6	BlackRock New York	$529M	-$89M	9	0.01%	Reduced
7	ALPS Advisors Denver, Colorado	$507M	-$10.1M	7	2.94%	Reduced
8	Bank of America Charlotte, North Carolina	$494M	+$97.6M	13	0.04%	Increased
9	Royal Bank of Canada Toronto, Ontario, Canada	$454M	+$59.9M	14	0.09%	Increased
10	Morgan Stanley New York	$450M	+$24.4M	14	0.03%	Increased
11	VanEck Associates New York	$387M	+$203M	7	0.5%	Increased
12	JP Morgan Chase New York	$370M	-$296M	13	0.03%	Reduced
13	Fidelity International Hamilton, Bermuda	$357M	-$38.1M	1	0.34%	Reduced
14	KeyBank National Association Cleveland, Ohio	$250M	+$301K	1	1%	Increased
15	Bank of Montreal Toronto, Ontario, Canada	$238M	+$22.8M	11	0.12%	Increased
16	Norges Bank Oslo, Norway	$236M	+$14.9M	2	0.03%	Increased
17	DZ Bank Frankfurt Am Main, Germany	$206M	-$4.29M	1	0.23%	Reduced
18	Geode Capital Management Boston, Massachusetts	$205M	+$18.4M	11	0.02%	Increased
19	Ameriprise Minneapolis, Minnesota	$201M	+$30.9M	7	0.05%	Increased
20	CIBC Asset Management Toronto, Ontario, Canada	$189M	+$30.4M	5	0.63%	Increased
21	Caledonia Investments (Australia) Sydney NSW, Australia	$186M	+$213M	1	3.04%	New
22	Aristotle Capital Management Los Angeles, California	$184M	+$103M	1	0.37%	Increased
23	National Bank of Canada Montreal, Quebec, Canada	$182M	-$20.9M	14	0.19%	Reduced
24	State Street Boston, Massachusetts	$175M	+$19M	7	0.01%	Increased
25	UBS Group Zurich, Switzerland	$172M	+$10.5M	15	0.03%	Increased