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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	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$205K	-$6.56K	1	0.03%	Reduced
227	Mirae Asset Global Investments Seoul, South Korea	$205K	+$189K	1	0%	New
228	RhumbLine Advisers Boston, Massachusetts	$198K	-$33.9K	1	0%	Reduced
229	GP GLG Partners London, United Kingdom	$197K	-$885K	1	0.01%	Reduced
230	State Board of Administration of Florida Retirement System Tallahassee, Florida	$195K	$0	1	0%	Maintained
231	LC Lourd Capital Beverly Hills, California	$194K	+$197K	1	0.01%	New
232	CG Cutler Group San Francisco, California	$191K	-$405K	2	0.01%	Reduced
233	Schonfeld Strategic Advisors New York	$182K	-$347K	1	0.01%	Reduced
234	TIM Thompson Investment Management Madison, Wisconsin	$182K	$0	1	0.03%	Maintained
235	HBK Investments Dallas, Texas	$181K	-$215K	1	0%	Reduced
236	Sigma Planning Corp Ann Arbor, Michigan	$181K	+$35.4K	2	0.01%	Increased
237	Schroder Investment Management Group London, United Kingdom	$178K	-$29.8M	1	0%	Reduced
238	Quantbot Technologies New York	$174K	+$71.1K	1	0.02%	Increased
239	LCM Leisure Capital Management Costa Mesa, California	$172K	+$3.78K	1	0.14%	Increased
240	MWM Mascoma Wealth Management Hanover, New Hampshire	$169K	$0	1	0.1%	Maintained
241	Trexquant Investment Stamford, Connecticut	$165K	+$168K	1	0.02%	New
242	NIMC NWQ Investment Management Company Los Angeles, California	$162K	-$5.62K	1	0%	Reduced
243	Virginia Retirement Systems Richmond, Virginia	$158K	-$49.7K	1	0%	Reduced
244	Bridgewater Associates Westport, Connecticut	$155K	-$43.7K	1	0%	Reduced
245	FCCM First City Capital Management Savannah, Georgia	$152K	-$10.3K	1	0.1%	Reduced
246	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$148K	+$150K	1	0.11%	New
247	Edmond de Rothschild Holding Chambesy, Switzerland	$148K	+$109K	1	0%	Increased
248	ID Integral Derivatives New York	$146K	-$35.6K	1	0%	Reduced
249	Highbridge Capital Management New York	$145K	+$147K	1	0%	New
250	Confluence Investment Management St. Louis, Missouri	$141K	-$10.5K	1	0%	Reduced