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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	NC Nokomis Capital Dallas, Texas	$1.55M	+$843K	1	0.62%	Increased
252	SEC Seven Eight Capital New York	$1.54M	+$273K	1	0.62%	Increased
253	Man Group London, United Kingdom	$1.51M	-$1.9M	0	–	Closed
254	NewEdge Advisors New Orleans, Louisiana	$1.5M	-$1.99M	2	0.02%	Reduced
255	William Blair & Company Chicago, Illinois	$1.48M	-$45.4K	2	0.01%	Reduced
256	Boothbay Fund Management New York	$1.45M	+$1.72M	2	0.04%	Increased
257	New York State Common Retirement Fund Albany, New York	$1.45M	+$35.4K	4	0%	Increased
258	Nomura Holdings Tokyo, Japan	$1.44M	+$605K	1	0.01%	Increased
259	Bridgeway Capital Management Houston, Texas	$1.4M	-$725K	2	0.03%	Reduced
260	AGM Alpine Global Management New York	$1.36M	+$1.5M	3	0.34%	Increased
261	Crawford Investment Counsel Atlanta, Georgia	$1.31M	-$5.28M	2	0.03%	Reduced
262	GIM Guild Investment Management Los Angeles, California	$1.31M	+$824K	2	1.98%	Increased
263	Two Sigma Investments New York	$1.31M	-$21M	2	0%	Reduced
264	Pathstone Family Office Englewood, New Jersey	$1.31M	-$6.11K	6	0.03%	Reduced
265	First Trust Advisors Wheaton, Illinois	$1.3M	+$52.2K	1	0%	Increased
266	GS Gagnon Securities New York	$1.3M	+$24.5K	3	0.27%	Increased
267	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$1.3M	+$235K	1	0.57%	Increased
268	BCA Bay Colony Advisors Concord, Massachusetts	$1.28M	-$2.6K	1	0.33%	Reduced
269	PWAC Private Wealth Advisors (California) Fresno, California	$1.25M	+$32.9K	1	0.46%	Increased
270	Cetera Investment Advisers Schaumburg, Illinois	$1.24M	-$459K	4	0.02%	Reduced
271	BNP Paribas Asset Management Paris, France	$1.24M	+$1.48M	1	0%	New
272	NFG Nations Financial Group Cedar Rapids, Iowa	$1.21M	+$13.5K	1	0.16%	Increased
273	Neuberger Berman Group New York	$1.19M	+$817K	1	0%	Increased
274	Capstone Investment Advisors New York	$1.19M	+$378K	1	0.01%	Increased
275	Caption Management Oklahoma City, Oklahoma	$1.19M	+$591K	4	0.02%	Increased