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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	Invesco Atlanta, Georgia	$3.63M	+$556K	2	0%	Increased
102	MTB Mizuho Trust & Banking Tokyo, Japan	$3.46M	+$313K	1	0.01%	Increased
103	WSIB Washington State Investment Board Olympia, Washington	$3.34M	$0	1	2.98%	Maintained
104	GC GMT Capital Atlanta, Georgia	$3.26M	$0	1	0.07%	Maintained
105	PWP Private Wealth Partners Mill Valley, California	$3.25M	+$16.1K	2	0.71%	Increased
106	EA Euclid Advisors Hartford, Connecticut	$3.25M	-$1.24M	1	0.02%	Reduced
107	SM Southport Management Wilson, Wyoming	$3.24M	$0	1	3.53%	Maintained
108	ClearBridge Investments New York	$3.23M	+$16.7K	2	0%	Increased
109	Aviva London, United Kingdom	$3.17M	-$18.6K	1	0.02%	Reduced
110	Credit Agricole Montrouge Cedex, France	$3.06M	+$373K	1	0.01%	Increased
111	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.95M	-$2.5M	2	0.01%	Reduced
112	CS Central Securities New York	$2.94M	$0	1	0.61%	Maintained
113	AllianceBernstein Nashville, Tennessee	$2.88M	+$445K	2	0%	Increased
114	Schroder Investment Management Group London, United Kingdom	$2.84M	+$2.85M	4	0%	Increased
115	PRC Platte River Capital Denver, Colorado	$2.8M	-$334K	1	0.42%	Reduced
116	Meag Munich Ergo Munich, Germany	$2.8M	$0	1	0.12%	Maintained
117	AEA Andreeff Equity Advisors Santa Rosa Beach, Florida	$2.78M	$0	4	11.81%	Maintained
118	Jupiter Asset Management London, United Kingdom	$2.78M	+$70.8K	1	0.09%	Increased
119	VAM Verity Asset Management Durham, North Carolina	$2.73M	+$199K	2	2.98%	Increased
120	City National Bank Beverly Hills, Delaware	$2.7M	+$1.46M	1	0.02%	Increased
121	ST Spinnaker Trust Portland, Maine	$2.7M	+$361K	2	0.44%	Increased
122	ARTA A.R.T. Advisors New York	$2.59M	+$843K	2	0.13%	Increased
123	Capital International Los Angeles, California	$2.58M	$0	1	0.16%	Maintained
124	Evergreen Capital Management Bellevue, Washington	$2.54M	+$40K	1	0.5%	Increased
125	Gulf International Bank (UK) London, United Kingdom	$2.46M	$0	1	0.05%	Maintained