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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	Korea Investment Corp Seoul, South Korea	$2.51M	-$1.84M	1	0.01%	Reduced
102	Parametric Portfolio Associates Seattle, Washington	$2.49M	-$574K	2	0%	Reduced
103	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.48M	-$2.01M	2	0.76%	Reduced
104	British Columbia Investment Management Victoria, British Columbia, Canada	$2.27M	-$618K	1	0.02%	Reduced
105	ACI AMP Capital Investors Sydney, Australia	$2.27M	-$44.1K	1	0.01%	Reduced
106	CC Carlson Capital Dallas, Texas	$2.25M	-$3.22M	1	0.04%	Reduced
107	Cetera Advisors Denver, Colorado	$2.17M	+$86.1K	5	0.1%	Increased
108	Wells Fargo San Francisco, California	$2.14M	+$124K	8	0%	Increased
109	Group One Trading Chicago, Illinois	$2.05M	-$1.79M	3	0.02%	Reduced
110	Ladenburg Thalmann Financial Services Miami, Florida	$2.05M	+$64.3K	8	0.01%	Increased
111	Primecap Management Pasadena, California	$2.02M	+$653K	1	0%	Increased
112	Private Advisor Group Morristown, New Jersey	$2M	+$592K	1	0.03%	Increased
113	CC Cambrian Capital San Francisco, California	$1.97M	$0	1	3.83%	Maintained
114	Wolverine Trading Chicago, Illinois	$1.86M	-$851K	3	0.01%	Reduced
115	Evergreen Capital Management Bellevue, Washington	$1.82M	+$1.8M	1	0.17%	New
116	Stifel Financial St. Louis, Missouri	$1.81M	-$58.2K	2	0%	Reduced
117	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$1.66M	+$18.4K	1	0.08%	Increased
118	Raymond James & Associates St Petersburg, Florida	$1.53M	+$92.1K	3	0%	Increased
119	ExodusPoint Capital Management New York	$1.52M	+$1.51M	1	0.05%	New
120	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.52M	-$40.7K	1	0%	Reduced
121	Prudential plc London, England, United Kingdom	$1.5M	-$575K	1	0%	Reduced
122	Bridgewater Associates Westport, Connecticut	$1.47M	-$4.22K	1	0.01%	Reduced
123	SG Americas Securities New York	$1.47M	+$966K	2	0.01%	Increased
124	DS Dudley & Shanley Palm Beach, Florida	$1.46M	+$27.5K	1	0.36%	Increased
125	EP Edgestream Partners Princeton, New Jersey	$1.4M	-$1.11M	1	0.13%	Reduced