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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
76	SI Sprott Inc Toronto, Ontario, Canada	$3.13M	+$1.11M	4	0.65%	Increased
77	TCM Tanaka Capital Management New York	$3.03M	+$13.2K	2	7.24%	Increased
78	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$2.95M	+$659K	2	0.66%	Increased
79	State Street Boston, Massachusetts	$2.84M	+$158K	1	0%	Increased
80	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.79M	-$63.7K	1	0.01%	Reduced
81	Canada Life Winnipeg, Manitoba, Canada	$2.6M	-$7.99K	2	0.01%	Reduced
82	CC Cambrian Capital San Francisco, California	$2.57M	$0	1	3.32%	Maintained
83	Parametric Portfolio Associates Seattle, Washington	$2.52M	+$357K	1	0%	Increased
84	HSBC Holdings London, United Kingdom	$2.49M	+$175K	1	0%	Increased
85	Prudential plc London, England, United Kingdom	$2.38M	+$886K	1	0.01%	Increased
86	Ladenburg Thalmann Financial Services Miami, Florida	$2.31M	+$859K	8	0.02%	Increased
87	Group One Trading Chicago, Illinois	$2.31M	-$1.97M	3	0.02%	Reduced
88	ACI AMP Capital Investors Sydney, Australia	$2.15M	$0	1	0.01%	Maintained
89	Wells Fargo San Francisco, California	$2.11M	+$34.2K	6	0%	Increased
90	LPL Financial San Diego, California	$2.1M	+$178K	4	0.01%	Increased
91	HA Hamel Associates Chatham, New Jersey	$1.89M	+$845K	1	0.13%	Increased
92	NN Investment Partners Holdings The Hague, Netherlands	$1.83M	+$450K	1	0.01%	Increased
93	Brinker Capital Investments Berwyn, Pennsylvania	$1.81M	$0	1	0.06%	Maintained
94	Renaissance Technologies New York	$1.75M	-$14.4M	2	0%	Reduced
95	CIBC Asset Management Toronto, Ontario, Canada	$1.74M	+$65.9K	2	0.01%	Increased
96	FIM Frontier Investment Management Dallas, Texas	$1.7M	-$221K	1	0.14%	Reduced
97	PP PDT Partners New York	$1.67M	+$1.7M	1	0.06%	New
98	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$1.64M	+$474K	1	0.91%	Increased
99	Man Group London, United Kingdom	$1.63M	+$1.66M	1	0.01%	New
100	Carson Wealth (CWM LLC) Omaha, Nebraska	$1.62M	+$313K	1	0.06%	Increased