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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	Jane Street New York	$11.9M	+$4.11M	7	0.01%	Increased
77	Renaissance Technologies New York	$11.2M	-$40.1M	1	0.01%	Reduced
78	GAI General American Investors New York	$11.1M	$0	1	1.04%	Maintained
79	JCM Janney Capital Management Pittsburgh, Pennsylvania	$10.9M	+$10.1M	1	0.72%	New
80	SCI S&CO Inc Boston, Massachusetts	$10.9M	$0	1	0.91%	Maintained
81	CU CQS (US) New York	$10.5M	$0	3	0.66%	Maintained
82	SI Sprott Inc Toronto, Ontario, Canada	$10.3M	+$2.92M	6	0.62%	Increased
83	Pinnacle Associates New York	$10.2M	-$232K	2	0.19%	Reduced
84	Raymond James & Associates St Petersburg, Florida	$9.79M	+$2.71M	4	0.01%	Increased
85	MLIM Mountain Lake Investment Management Boca Raton, Florida	$9.73M	+$82.9K	2	5.45%	Increased
86	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$9.32M	-$831K	8	0.1%	Reduced
87	SBF Sara-Bay Financial Sarasota, Florida	$9.04M	+$326K	1	3.69%	Increased
88	SEI Investments Oaks, Pennsylvania	$9.04M	-$2.04M	1	0.02%	Reduced
89	EP Edgestream Partners Princeton, New Jersey	$8.85M	+$6.07M	1	0.49%	Increased
90	SAM Shell Asset Management The Hague, Netherlands	$8.76M	-$1.3M	2	0.18%	Reduced
91	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$8.65M	-$2.06M	1	1%	Reduced
92	Barclays London, United Kingdom	$8.56M	+$5.46M	7	0%	Increased
93	PHAM Pacific Heights Asset Management San Francisco, California	$8.3M	$0	1	0.76%	Maintained
94	CIBC Asset Management Toronto, Ontario, Canada	$8.28M	+$3.27M	4	0.04%	Increased
95	HH Hilltop Holdings Dallas, Texas	$8.22M	+$7.6M	1	1.06%	New
96	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$7.7M	+$5.11M	4	2.61%	Increased
97	Group One Trading Chicago, Illinois	$7.43M	-$5.29M	4	0.01%	Reduced
98	MHP Manatuck Hill Partners Westport, Connecticut	$7.43M	+$1.93M	5	2.52%	Increased
99	LPL Financial San Diego, California	$7.34M	+$2.21M	8	0.01%	Increased
100	Osaic Holdings Scottsdale, Arizona	$6.77M	-$57.6K	9	0.02%	Reduced