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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	AQR Capital Management Greenwich, Connecticut	$1.61M	+$9.18K	2	0%	Increased
102	II Ibex Investors Denver, Colorado	$1.57M	-$187K	1	1.3%	Reduced
103	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.51M	+$44.9K	1	0%	Increased
104	HH Hilltop Holdings Dallas, Texas	$1.48M	+$1.68M	1	0.26%	New
105	ROC Robertson Opportunity Capital Dallas, Texas	$1.43M	$0	1	0.99%	Maintained
106	Barclays London, United Kingdom	$1.39M	-$1.39M	7	0%	Reduced
107	D.E. Shaw & Co New York	$1.39M	-$744K	1	0%	Reduced
108	DS Dudley & Shanley Palm Beach, Florida	$1.33M	$0	1	0.26%	Maintained
109	SG Americas Securities New York	$1.33M	+$377K	2	0.01%	Increased
110	SCI S&CO Inc Boston, Massachusetts	$1.31M	$0	1	0.17%	Maintained
111	Zurich Cantonal Bank Zurich, Switzerland	$1.31M	-$427K	3	0.01%	Reduced
112	Invesco Atlanta, Georgia	$1.28M	-$10.5M	2	0%	Reduced
113	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.19M	-$484K	1	0%	Reduced
114	BA Ballew Advisors Jackson, Mississippi	$1.15M	-$324K	1	1.01%	Reduced
115	Gulf International Bank (UK) London, United Kingdom	$1.14M	$0	1	0.01%	Maintained
116	Intact Investment Management Montreal, Quebec, Canada	$1.1M	-$4.25M	2	0.04%	Reduced
117	11A 10-15 Associates Goshen, New York	$1.08M	-$6.72K	1	0.26%	Reduced
118	Guggenheim Capital Chicago, Illinois	$1.08M	+$45.4K	2	0%	Increased
119	Aperio Group Sausalito, California	$1.02M	+$169K	2	0.01%	Increased
120	Wolverine Trading Chicago, Illinois	$1M	+$441K	2	0%	Increased
121	Cetera Advisor Networks El Segundo, California	$968K	-$115K	1	0.04%	Reduced
122	ED Exane Derivatives Paris, France	$953K	+$298K	6	0.19%	Increased
123	Ameriprise Minneapolis, Minnesota	$932K	+$40.2K	2	0%	Increased
124	Scotia Capital Toronto, Ontario, Canada	$932K	-$215K	3	0.01%	Reduced
125	Millennium Management New York	$874K	+$893K	2	0%	New