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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	Raymond James & Associates St Petersburg, Florida	$2.88M	+$345K	3	0%	Increased
102	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$2.84M	+$75.8K	6	1.06%	Increased
103	Millennium Management New York	$2.8M	+$2.27M	2	0%	Increased
104	D.E. Shaw & Co New York	$2.76M	-$893K	3	0%	Reduced
105	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$2.72M	+$2.77M	1	0.15%	New
106	TCM Tanaka Capital Management New York	$2.59M	-$240K	2	7.8%	Reduced
107	HSBC Holdings London, United Kingdom	$2.55M	-$170K	2	0%	Reduced
108	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$2.55M	-$301K	2	0.67%	Reduced
109	EP Edgestream Partners Princeton, New Jersey	$2.54M	+$1.04M	1	0.37%	Increased
110	Ladenburg Thalmann Financial Services Miami, Florida	$2.54M	+$192K	8	0.02%	Increased
111	CC Cambrian Capital San Francisco, California	$2.45M	$0	1	3.5%	Maintained
112	SEI Investments Oaks, Pennsylvania	$2.43M	+$2.42M	1	0.01%	Increased
113	Prudential plc London, England, United Kingdom	$2.27M	$0	1	0.01%	Maintained
114	Stifel Financial St. Louis, Missouri	$2.2M	+$16.1K	1	0.01%	Increased
115	Crawford Investment Counsel Atlanta, Georgia	$2.19M	+$923K	1	0.07%	Increased
116	Amundi Asset Management US Boston, Massachusetts	$2.19M	+$310K	1	0%	Increased
117	Cetera Advisors Denver, Colorado	$2.18M	+$402K	6	0.11%	Increased
118	Simplex Trading Chicago, Illinois	$2.04M	+$1.49M	5	0.01%	Increased
119	EIM Essex Investment Management Boston, Massachusetts	$1.99M	+$2.02M	2	0.29%	New
120	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.98M	-$1.43M	1	0.01%	Reduced
121	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.93M	-$34K	1	0%	Reduced
122	Wolverine Trading Chicago, Illinois	$1.85M	+$307K	3	0.01%	Increased
123	Renaissance Technologies New York	$1.83M	-$2.64M	2	0%	Reduced
124	Scotia Capital Toronto, Ontario, Canada	$1.82M	+$860K	3	0.02%	Increased
125	Bridgewater Associates Westport, Connecticut	$1.81M	-$359K	1	0.01%	Reduced