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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
101	Waddell & Reed Financial Overland Park, Kansas	$4.03M	+$38.8K	1	0.01%	Increased
102	D.E. Shaw & Co New York	$4.01M	+$2.61M	3	0.01%	Increased
103	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.87M	+$366K	2	0.14%	Increased
104	Jane Street New York	$3.84M	+$1.51M	2	0.05%	Increased
105	Citadel Advisors Miami, Florida	$3.78M	-$467K	4	0%	Reduced
106	MTB Mizuho Trust & Banking Tokyo, Japan	$3.76M	-$7.01M	1	0.01%	Reduced
107	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$3.71M	-$23.3K	1	0.25%	Reduced
108	WSIB Washington State Investment Board Olympia, Washington	$3.54M	$0	1	3.34%	Maintained
109	Jupiter Asset Management London, United Kingdom	$3.46M	+$65.9K	1	0.13%	Increased
110	Renaissance Technologies New York	$3.44M	-$1.04M	2	0.01%	Reduced
111	SM Southport Management Wilson, Wyoming	$3.43M	+$3.2M	1	3.94%	New
112	PCM Perritt Capital Management Chicago, Illinois	$3.4M	+$188K	1	0.56%	Increased
113	PRC Platte River Capital Denver, Colorado	$3.3M	-$801K	1	0.42%	Reduced
114	Aviva London, United Kingdom	$3.2M	+$883K	1	0.03%	Increased
115	CS Central Securities New York	$3.12M	+$970K	1	0.67%	Increased
116	RHJA Rice Hall James & Associates San Diego, California	$3.12M	-$47.4K	1	0.22%	Reduced
117	WBC Westpac Banking Corp Sydney, Australia	$3.06M	+$836K	1	0.04%	Increased
118	Managed Account Advisors Jersey City, New Jersey	$3.04M	+$254K	1	0%	Increased
119	ARTA A.R.T. Advisors New York	$2.96M	+$946K	2	0.16%	Increased
120	AEA Andreeff Equity Advisors Santa Rosa Beach, Florida	$2.94M	-$543K	4	14.99%	Reduced
121	PCM Prelude Capital Management New York	$2.78M	+$2.59M	1	0.46%	New
122	Capital International Los Angeles, California	$2.72M	-$85.4K	1	0.17%	Reduced
123	Evergreen Capital Management Bellevue, Washington	$2.5M	-$103K	1	0.45%	Reduced
124	SAM Shell Asset Management The Hague, Netherlands	$2.49M	-$345K	2	0.04%	Reduced
125	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$2.47M	-$252K	1	0.34%	Reduced