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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	Vanguard Group Malvern, Pennsylvania	$3.04B	+$301M	9	0.04%	Increased
2	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$2.79B	+$328M	12	4.17%	Increased
3	VanEck Associates New York	$1.73B	+$298M	8	1.43%	Increased
4	BlackRock New York	$1.5B	+$196M	11	0.03%	Increased
5	Fidelity Investments Boston, Massachusetts	$1.46B	-$292M	10	0.07%	Reduced
6	Capital World Investors Los Angeles, California	$1.24B	+$3.73M	1	0.17%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$1.17B	+$93.3M	6	0.13%	Increased
8	Bank of America Charlotte, North Carolina	$1.06B	+$67.3M	15	0.08%	Increased
9	ALPS Advisors Denver, Colorado	$1.02B	-$70.5M	8	5.93%	Reduced
10	Royal Bank of Canada Toronto, Ontario, Canada	$973M	-$221M	16	0.16%	Reduced
11	Morgan Stanley New York	$877M	+$145M	17	0.05%	Increased
12	Fidelity International Hamilton, Bermuda	$797M	-$211M	2	0.6%	Reduced
13	Geode Capital Management Boston, Massachusetts	$694M	+$62.9M	11	0.04%	Increased
14	Norges Bank Oslo, Norway	$634M	+$638M	3	0.07%	New
15	State Street Boston, Massachusetts	$590M	+$75.3M	7	0.02%	Increased
16	JP Morgan Chase New York	$566M	+$10.2M	13	0.04%	Increased
17	Bank of Montreal Toronto, Ontario, Canada	$544M	+$22.3M	12	0.19%	Increased
18	Caledonia Investments (Australia) Sydney NSW, Australia	$497M	-$8.15M	1	9.53%	Reduced
19	Susquehanna International Group Bala Cynwyd, Pennsylvania	$489M	+$247M	15	0.06%	Increased
20	TD Asset Management Toronto, Ontario, Canada	$480M	-$17.1M	7	0.39%	Reduced
21	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$478M	+$24M	6	1.25%	Increased
22	DZ Bank Frankfurt Am Main, Germany	$456M	-$78.2M	1	0.39%	Reduced
23	KeyBank National Association Cleveland, Ohio	$449M	-$13.4M	1	1.61%	Reduced
24	Goldman Sachs New York	$426M	+$104M	14	0.05%	Increased
25	CIBC Asset Management Toronto, Ontario, Canada	$374M	+$62.8M	6	0.9%	Increased