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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	$3.59B	+$427M	13	4.87%	Increased
2	Vanguard Capital Management Malvern, Pennsylvania	$2.32B	+$2.54B	8	0.06%	New
3	VanEck Associates New York	$2.24B	+$300M	8	1.68%	Increased
4	BlackRock New York	$1.6B	+$15.9M	11	0.03%	Increased
5	Capital World Investors Los Angeles, California	$1.44B	-$32.3M	1	0.2%	Reduced
6	T. Rowe Price Associates Baltimore, Maryland	$1.36B	+$34.6M	6	0.16%	Increased
7	ALPS Advisors Denver, Colorado	$1.29B	+$46.8M	9	6.05%	Increased
8	Bank of America Charlotte, North Carolina	$1.22B	-$20.9M	14	0.09%	Reduced
9	Royal Bank of Canada Toronto, Ontario, Canada	$1.2B	+$49.3M	17	0.21%	Increased
10	Fidelity Investments Boston, Massachusetts	$1.04B	-$704M	10	0.05%	Reduced
11	Morgan Stanley New York	$984M	-$22.2M	18	0.06%	Reduced
12	Fidelity International Hamilton, Bermuda	$972M	+$26.7M	3	0.76%	Increased
13	Geode Capital Management Boston, Massachusetts	$802M	+$40.1M	12	0.05%	Increased
14	Bank of Montreal Toronto, Ontario, Canada	$741M	+$95.2M	13	0.28%	Increased
15	State Street Boston, Massachusetts	$703M	+$164M	7	0.02%	Increased
16	JP Morgan Chase New York	$684M	+$76.5M	14	0.04%	Increased
17	Vanguard Fiduciary Trust Malvern, Pennsylvania	$622M	+$670M	9	0.16%	New
18	TD Asset Management Toronto, Ontario, Canada	$609M	+$35.9M	6	0.49%	Increased
19	Goldman Sachs New York	$552M	+$69.4M	15	0.06%	Increased
20	KeyBank National Association Cleveland, Ohio	$483M	-$53.3M	1	1.76%	Reduced
21	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$479M	-$101M	5	1.1%	Reduced
22	DZ Bank Frankfurt Am Main, Germany	$474M	-$70.6M	1	0.42%	Reduced
23	Vanguard Portfolio Management Malvern, Pennsylvania	$466M	+$542M	5	0.02%	New
24	CIBC Asset Management Toronto, Ontario, Canada	$438M	-$9.46M	6	1.07%	Reduced
25	L1 Capital Melbourne VIC 3000, Australia	$435M	+$37.9M	2	17.07%	Increased