40c and beyond, page-14

I had heard that URNM were a bit of a bull in the china shop and would just take out large chunks of stock without much thought, and that appears to be true.

URA on the other hand were slow and steady and hardly caused a stir last month (better marco now though)

EL8 and AGE as new entrants definitely got more torque this time around.

Will have to wait a few days for URNM to update their list.

Worth keeping an eye on AEE for the next rebalances later in the year as they should have been included in URNM (they were aded to URA) and with a DFS ready project they will have a much higher MC in 6 months and the URNM will need to take a large position.