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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	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$2.89M	-$715K	2	0.58%	Reduced
102	Prudential plc London, England, United Kingdom	$2.88M	+$7.74K	1	0.01%	Increased
103	Balyasny Asset Management Chicago, Illinois	$2.85M	+$2.45M	1	0.01%	Increased
104	Amundi Asset Management US Boston, Massachusetts	$2.83M	-$60.6K	1	0%	Reduced
105	ACI AMP Capital Investors Sydney, Australia	$2.83M	+$29.3K	1	0.02%	Increased
106	Wolverine Asset Management Chicago, Illinois	$2.71M	+$1.86M	1	0.03%	Increased
107	Stifel Financial St. Louis, Missouri	$2.69M	+$554K	1	0.01%	Increased
108	Ladenburg Thalmann Financial Services Miami, Florida	$2.58M	-$83.1K	8	0.02%	Reduced
109	HSBC Holdings London, United Kingdom	$2.58M	-$180K	1	0%	Reduced
110	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$2.57M	+$354K	2	1.2%	Increased
111	Bridgewater Associates Westport, Connecticut	$2.4M	+$277K	1	0.02%	Increased
112	PP PDT Partners New York	$2.38M	-$568	1	0.1%	Reduced
113	Raymond James & Associates St Petersburg, Florida	$2.36M	+$486K	4	0%	Increased
114	Wells Fargo San Francisco, California	$2.13M	-$104K	8	0%	Reduced
115	AQR Capital Management Greenwich, Connecticut	$2.07M	+$123K	2	0%	Increased
116	Two Sigma Investments New York	$2.03M	+$1.1M	1	0.01%	Increased
117	DS Dudley & Shanley Palm Beach, Florida	$1.99M	+$284K	1	0.38%	Increased
118	HA Hamel Associates Chatham, New Jersey	$1.96M	-$434K	1	0.85%	Reduced
119	FIM Frontier Investment Management Dallas, Texas	$1.89M	-$3.06K	1	0.13%	Reduced
120	Intact Investment Management Montreal, Quebec, Canada	$1.89M	-$64.4K	1	0.07%	Reduced
121	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.86M	-$12K	1	0%	Reduced
122	II Ibex Investors Denver, Colorado	$1.84M	-$44K	1	1.02%	Reduced
123	Wolverine Trading Chicago, Illinois	$1.8M	+$496K	3	0%	Increased
124	Arrowstreet Capital Boston, Massachusetts	$1.78M	+$1.65M	1	0%	New
125	LPL Financial San Diego, California	$1.72M	-$658K	4	0%	Reduced