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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	FIG Fortress Investment Group New York	$4.81M	+$4.68M	1	0.07%	New
102	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$4.73M	-$10M	2	0.38%	Reduced
103	Waddell & Reed Financial Overland Park, Kansas	$4.5M	+$52.4K	1	0.01%	Increased
104	Managed Account Advisors Jersey City, New Jersey	$4.22M	+$855K	1	0.01%	Increased
105	D.E. Shaw & Co New York	$3.99M	+$385K	3	0.01%	Increased
106	State Street Boston, Massachusetts	$3.98M	+$220K	2	0%	Increased
107	WSIB Washington State Investment Board Olympia, Washington	$3.9M	$0	1	3.84%	Maintained
108	Addenda Capital Montreal, Quebec, Canada	$3.89M	-$3.32M	1	0.35%	Reduced
109	GC GMT Capital Atlanta, Georgia	$3.8M	-$4.53M	1	0.08%	Reduced
110	MTB Mizuho Trust & Banking Tokyo, Japan	$3.8M	-$452K	1	0.01%	Reduced
111	Intact Investment Management Montreal, Quebec, Canada	$3.8M	-$10.8M	1	0.17%	Reduced
112	SM Southport Management Wilson, Wyoming	$3.78M	$0	1	4.14%	Maintained
113	PWP Private Wealth Partners Mill Valley, California	$3.78M	+$3.7M	3	0.89%	New
114	Aviva London, United Kingdom	$3.72M	+$164K	1	0.03%	Increased
115	Invesco Atlanta, Georgia	$3.65M	-$14.6M	2	0%	Reduced
116	PRC Platte River Capital Denver, Colorado	$3.63M	$0	1	0.49%	Maintained
117	CS Central Securities New York	$3.44M	$0	1	0.74%	Maintained
118	RHJA Rice Hall James & Associates San Diego, California	$3.4M	-$36K	1	0.25%	Reduced
119	AEA Andreeff Equity Advisors Santa Rosa Beach, Florida	$3.31M	-$125K	4	14.94%	Reduced
120	Meag Munich Ergo Munich, Germany	$3.29M	+$958K	1	0.24%	Increased
121	ClearBridge Investments New York	$3.28M	+$2.06M	2	0%	Increased
122	ACI AMP Capital Investors Sydney, Australia	$3.24M	+$1.56M	1	0.02%	Increased
123	Credit Agricole Montrouge Cedex, France	$3.16M	+$1.69M	1	0.01%	Increased
124	VAM Verity Asset Management Durham, North Carolina	$3.12M	+$2.55M	2	3.2%	Increased
125	SAM Shell Asset Management The Hague, Netherlands	$3.05M	+$163K	2	0.05%	Increased