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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	Credit Agricole Montrouge Cedex, France	$1.82M	+$914K	1	0.01%	Increased
102	Andra AP-fonden Goteborg, Sweden	$1.72M	-$1.27M	1	0.05%	Reduced
103	CIBC Asset Management Toronto, Ontario, Canada	$1.66M	-$54.8K	1	0.01%	Reduced
104	Gulf International Bank (UK) London, United Kingdom	$1.63M	$0	1	0.03%	Maintained
105	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.63M	+$850K	4	0%	Increased
106	LPL Financial San Diego, California	$1.53M	+$133K	3	0.01%	Increased
107	DCM Dupont Capital Management Wilmington, Delaware	$1.53M	-$13.8K	1	0.03%	Reduced
108	Guggenheim Capital Chicago, Illinois	$1.49M	-$622K	2	0%	Reduced
109	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.49M	-$84.3K	1	0.01%	Reduced
110	Virginia Retirement Systems Richmond, Virginia	$1.41M	+$238K	1	0.02%	Increased
111	SCI S&CO Inc Boston, Massachusetts	$1.38M	+$306K	1	0.2%	Increased
112	CG Cutler Group San Francisco, California	$1.33M	+$955K	3	0.05%	Increased
113	Jane Street New York	$1.3M	+$893K	2	0.01%	Increased
114	11A 10-15 Associates Goshen, New York	$1.28M	-$2.27K	1	0.36%	Reduced
115	SI Sprott Inc Toronto, Ontario, Canada	$1.27M	-$183K	2	0.11%	Reduced
116	Natixis Advisors Boston, Massachusetts	$1.17M	-$240K	1	0.01%	Reduced
117	DTL Dynamic Technology Lab Singapore	$1.15M	+$854K	1	0.31%	Increased
118	Menora Mivtachim Holdings Ramat Gan, Israel	$1.15M	+$858K	1	0.06%	Increased
119	TH Timber Hill Greenwich, Connecticut	$1.1M	+$350K	1	0.01%	Increased
120	DL Delta Lloyd Amsterdam, Netherlands	$1.07M	+$667K	1	0.03%	Increased
121	Carson Wealth (CWM LLC) Omaha, Nebraska	$1.02M	+$114K	1	0.06%	Increased
122	Bridgewater Associates Westport, Connecticut	$1.01M	-$209K	1	0.01%	Reduced
123	Geode Capital Management Boston, Massachusetts	$951K	+$74.8K	3	0%	Increased
124	Geneos Wealth Management Englewood, Colorado	$950K	+$296K	4	0.13%	Increased
125	Aperio Group Sausalito, California	$872K	+$41.8K	2	0.01%	Increased