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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	Natixis Advisors Boston, Massachusetts	$3.04M	+$696K	1	0.06%	Increased
102	HHC Hutchin Hill Capital New York	$3.04M	+$3.17M	1	0.11%	New
103	Renaissance Technologies New York	$2.96M	+$3.1M	1	0.01%	New
104	Credit Agricole Montrouge Cedex, France	$2.92M	+$417K	1	0.01%	Increased
105	Boston Partners Boston, Massachusetts	$2.88M	-$954K	1	0%	Reduced
106	WSIB Washington State Investment Board Olympia, Washington	$2.8M	$0	1	2.95%	Maintained
107	EA Euclid Advisors Hartford, Connecticut	$2.76M	+$72.1K	1	0.03%	Increased
108	Two Sigma Advisers New York	$2.73M	+$1.13M	1	0.02%	Increased
109	CSM Central Square Management Naperville, Illinois	$2.71M	+$2.84M	1	2.48%	New
110	ARTA A.R.T. Advisors New York	$2.64M	+$1.89M	2	0.1%	Increased
111	Aviva London, United Kingdom	$2.63M	-$20.2K	1	0.02%	Reduced
112	Fiera Capital (Canada) Montreal, Quebec, Canada	$2.62M	-$3.43K	1	0.02%	Reduced
113	D.E. Shaw & Co New York	$2.58M	+$1.78M	2	0%	Increased
114	HSBC Holdings London, United Kingdom	$2.55M	-$248K	1	0.01%	Reduced
115	SCM Summit Capital Management Seattle, Washington	$2.5M	-$440K	1	0.94%	Reduced
116	CS Central Securities New York	$2.46M	$0	1	0.53%	Maintained
117	ED Exane Derivatives Paris, France	$2.44M	+$2.55M	4	0.34%	New
118	Evergreen Capital Management Bellevue, Washington	$2.38M	-$1.37K	1	0.47%	Reduced
119	Meag Munich Ergo Munich, Germany	$2.37M	$0	1	0.11%	Maintained
120	SM Southport Management Wilson, Wyoming	$2.3M	$0	1	2.43%	Maintained
121	Intact Investment Management Montreal, Quebec, Canada	$2.25M	-$18.9K	1	0.09%	Reduced
122	Group One Trading Chicago, Illinois	$2.24M	+$600K	4	0.03%	Increased
123	Gulf International Bank (UK) London, United Kingdom	$2.18M	+$68.6K	1	0.04%	Increased
124	BNP Paribas Financial Markets Paris, France	$2.18M	+$778K	3	0.01%	Increased
125	Invesco Atlanta, Georgia	$2.15M	-$805K	1	0%	Reduced