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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	ROC Robertson Opportunity Capital Dallas, Texas	$6.72M	$0	1	2.86%	Maintained
102	Janus Henderson Group London,	$6.67M	+$1.42M	2	0%	Increased
103	Wolverine Trading Chicago, Illinois	$6.59M	+$2.81M	5	0.01%	Increased
104	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$6.57M	-$6.33K	1	0.04%	Reduced
105	Scotia Capital Toronto, Ontario, Canada	$6.5M	+$3.47M	3	0.05%	Increased
106	Driehaus Capital Management Chicago, Illinois	$6.17M	+$5.7M	1	0.09%	New
107	Gabelli Funds Rye, New York	$6.14M	-$730K	1	0.04%	Reduced
108	CWA Asset Management Group Naples, Florida	$6.05M	+$1.99M	1	0.55%	Increased
109	MC Muhlenkamp & Co Wexford, Pennsylvania	$6.04M	-$135K	1	2.23%	Reduced
110	MAM Majedie Asset Management London, United Kingdom	$5.85M	-$2.18M	1	0.42%	Reduced
111	FHA Flagship Harbor Advisors Boston, Massachusetts	$5.75M	+$2.02M	1	0.65%	Increased
112	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$5.46M	+$3.81M	2	0.84%	Increased
113	Walleye Trading New York	$5.43M	-$3.23M	1	0.02%	Reduced
114	Nuveen Charlotte, North Carolina	$5.37M	-$156K	2	0%	Reduced
115	Waratah Capital Advisors Toronto, Ontario, Canada	$5.15M	+$4.79M	1	0.12%	Increased
116	Fidelity International Hamilton, Bermuda	$5.13M	+$4.75M	1	0.01%	New
117	Balyasny Asset Management Chicago, Illinois	$5.12M	+$4.73M	1	0.03%	New
118	HSBC Holdings London, United Kingdom	$5.07M	+$3.18M	3	0.01%	Increased
119	Bridgeway Capital Management Houston, Texas	$5.04M	+$1.2M	2	0.09%	Increased
120	State of Tennessee, Department of Treasury Nashville, Tennessee	$5.02M	+$127K	2	0.02%	Increased
121	Millennium Management New York	$5.02M	-$6.82M	4	0%	Reduced
122	ED Exane Derivatives Paris, France	$5M	-$429K	7	1.43%	Reduced
123	Crawford Investment Counsel Atlanta, Georgia	$4.93M	-$119K	1	0.11%	Reduced
124	G GenTrust Miami, Florida	$4.91M	+$4.61M	1	0.46%	New
125	ANB Amarillo National Bank Amarillo, Texas	$4.86M	+$4.53M	1	1.24%	New