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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
251	Quantbot Technologies New York	$971K	+$700K	1	0.08%	Increased
252	CCMU Cheyne Capital Management (UK) London, United Kingdom	$959K	$0	1	0.44%	Maintained
253	Clal Insurance Tel-Aviv, Israel	$959K	$0	1	0.01%	Maintained
254	RCM Requisite Capital Management Dallas, Texas	$954K	+$965K	1	0.16%	New
255	SSG Summit Securities Group New York	$950K	+$945K	1	0.08%	New
256	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$892K	-$105K	1	0.21%	Reduced
257	CM Columbus Macro New Castle, Pennsylvania	$877K	+$872K	1	0.27%	New
258	Commonwealth Equity Services Waltham, Massachusetts	$874K	+$56.4K	1	0%	Increased
259	GAM Gemmer Asset Management Walnut Creek, California	$850K	+$18.3K	1	0.12%	Increased
260	FM Freemont Management Vaud, Switzerland	$848K	-$211K	1	0.12%	Reduced
261	SA Sicart Associates New York	$836K	+$86.8K	2	0.2%	Increased
262	Epoch Investment Partners New York	$832K	+$819K	1	0%	New
263	Empowered Funds Havertown, Pennsylvania	$831K	+$818K	1	0.11%	New
264	Kestra Advisory Services Austin, Texas	$823K	+$211K	1	0.01%	Increased
265	SAM Seelaus Asset Management Chatham, New Jersey	$799K	-$10.6K	2	0.47%	Reduced
266	Tudor Investment Corp Stamford, Connecticut	$777K	-$2.02M	1	0.01%	Reduced
267	MLICM Metropolitan Life Insurance Company (MetLife) New York	$741K	+$550K	2	0.01%	Increased
268	Belpointe Asset Management Reno, Nevada	$739K	+$734K	2	0.05%	New
269	WP WMS Partners Towson, Maryland	$731K	$0	1	0.11%	Maintained
270	AC Aristides Capital Louisville, Kentucky	$729K	$0	1	0.17%	Maintained
271	Equitable Holdings New York	$726K	+$455K	2	0.01%	Increased
272	Bridgewater Associates Westport, Connecticut	$718K	-$165K	1	0%	Reduced
273	MIS Morningstar Investment Services Chicago, Illinois	$718K	+$122K	1	0.01%	Increased
274	Tower Research Capital (TRC) New York	$703K	-$340K	7	0.02%	Reduced
275	AIM Aigen Investment Management New York	$695K	-$130K	1	0.12%	Reduced