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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	Loews Corp New York	$1.32M	$0	1	0.01%	Maintained
102	Millennium Management New York	$1.28M	-$14.1M	3	0%	Reduced
103	Gulf International Bank (UK) London, United Kingdom	$1.27M	$0	1	0.02%	Maintained
104	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$1.19M	$0	2	0.64%	Maintained
105	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.12M	-$2.33M	2	0%	Reduced
106	PP Paloma Partners Greenwich, Connecticut	$1.09M	+$115K	4	0.01%	Increased
107	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.09M	+$1.18M	1	0.01%	New
108	11A 10-15 Associates Goshen, New York	$1.07M	+$176K	1	0.31%	Increased
109	VanEck Associates New York	$1.06M	+$103K	1	0.01%	Increased
110	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$1.01M	$0	1	0.74%	Maintained
111	Stifel Financial St. Louis, Missouri	$998K	+$35.9K	1	0%	Increased
112	SCI S&CO Inc Boston, Massachusetts	$972K	+$169K	1	0.15%	Increased
113	CC Cannell Capital Alta, Wyoming	$956K	-$195K	1	0.39%	Reduced
114	Parametric Portfolio Associates Seattle, Washington	$937K	-$537K	2	0%	Reduced
115	GS Gagnon Securities New York	$932K	+$413K	2	0.43%	Increased
116	Curi RMB Capital Chicago, Illinois	$896K	+$970K	1	0.05%	New
117	First Manhattan New York	$865K	$0	1	0.01%	Maintained
118	Credit Agricole Montrouge Cedex, France	$850K	+$61.5K	1	0%	Increased
119	DCM Dupont Capital Management Wilmington, Delaware	$821K	+$7.76K	1	0.02%	Increased
120	Trexquant Investment Stamford, Connecticut	$764K	-$236K	1	0.1%	Reduced
121	Carson Wealth (CWM LLC) Omaha, Nebraska	$754K	+$18.2K	1	0.06%	Increased
122	SI Sprott Inc Toronto, Ontario, Canada	$741K	-$157K	2	0.04%	Reduced
123	Korea Investment Corp Seoul, South Korea	$712K	-$2.07M	1	0%	Reduced
124	Ladenburg Thalmann Financial Services Miami, Florida	$707K	-$2.37K	7	0.01%	Reduced
125	Virtu KCG Holdings New York	$690K	-$354K	4	0.01%	Reduced