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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
226	NPC National Planning Corporation El Segundo, California	$140K	-$105K	1	0.01%	Reduced
227	FRM Fore Research & Management New York	$139K	+$17.8K	1	0.01%	Increased
228	PWP Private Wealth Partners Mill Valley, California	$139K	$0	1	0.03%	Maintained
229	Panagora Asset Management Boston, Massachusetts	$136K	+$59.2K	1	0%	Increased
230	RCM Riverhead Capital Management Wilmington, Delaware	$131K	$0	1	0%	Maintained
231	Capital International Los Angeles, California	$121K	-$1.71M	1	0.01%	Reduced
232	AIA AGF Investments America Toronto, Ontario, Canada	$108K	+$1.5K	1	0.05%	Increased
233	Capital International Inc Los Angeles, California	$106K	-$707K	1	0.01%	Reduced
234	UBS AM Chicago, Illinois	$96K	$0	1	0%	Maintained
235	Synovus Financial Columbus, Georgia	$87K	-$27.2K	2	0%	Reduced
236	CCA Castle Creek Arbitrage Avon, Colorado	$85K	-$418K	1	0%	Reduced
237	William Blair & Company Chicago, Illinois	$83K	$0	1	0%	Maintained
238	AQR Arbitrage Greenwich, Connecticut	$81K	+$87.1K	1	0%	New
239	LCM Leisure Capital Management Costa Mesa, California	$81K	+$4.27K	1	0.08%	Increased
240	Commerzbank Aktiengesellschaft Frankfurt, Germany	$70K	-$674K	2	0%	Reduced
241	DekaBank Deutsche Girozentrale Frankfurt, Germany	$68K	+$58.5K	1	0%	Increased
242	Simplex Trading Chicago, Illinois	$65K	-$2.41K	5	0.01%	Reduced
243	State Street Boston, Massachusetts	$65K	$0	1	0%	Maintained
244	HCM Hollencrest Capital Management Newport Beach, California	$63K	$0	1	0.01%	Maintained
245	MAI Capital Management Independence, Ohio	$62K	$0	1	0%	Maintained
246	NFA Nationwide Fund Advisors Columbus, Ohio	$56K	+$59.9K	1	0%	New
247	FCCM First City Capital Management Savannah, Georgia	$54.3K	+$46.3K	1	0.04%	Increased
248	SG Americas Securities New York	$50K	-$179K	1	0%	Reduced
249	TSS Two Sigma Securities New York	$47K	+$30.4K	2	0.05%	Increased
250	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$46K	+$49.3K	1	0.07%	New