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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	Clal Insurance Tel-Aviv, Israel	$58.8M	$0	1	0.58%	Maintained
102	Man Group London, United Kingdom	$57.6M	+$33.7M	2	0.11%	Increased
103	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$57.2M	-$814K	5	0.09%	Reduced
104	ACM Azarias Capital Management Berwyn, Pennsylvania	$56.7M	-$5.88M	6	25.76%	Reduced
105	FFM Fullerton Fund Management Singapore	$56.6M	+$39.6M	1	2.29%	Increased
106	Capital Advisors Inc Tulsa, Oklahoma	$56.3M	+$306K	1	1.01%	Increased
107	BNP Paribas Financial Markets Paris, France	$55M	+$11.9M	9	0.03%	Increased
108	Balyasny Asset Management Chicago, Illinois	$54.9M	+$27.3M	6	0.08%	Increased
109	MUFG Securities (Canada) New York	$54.7M	+$3.94M	1	1.66%	Increased
110	CloudAlpha Capital Management Hong Kong	$52.4M	-$10.5M	2	2.72%	Reduced
111	Hood River Capital Management Palm Beach Gardens, Florida	$51.9M	-$5.63M	2	0.72%	Reduced
112	British Columbia Investment Management Victoria, British Columbia, Canada	$51.6M	+$21.5M	4	0.3%	Increased
113	Addenda Capital Montreal, Quebec, Canada	$51.5M	-$11.8M	1	1.85%	Reduced
114	DLP De Lisle Partners Poole, United Kingdom	$50.8M	+$903K	4	7.17%	Increased
115	HighTower Advisors Chicago, Illinois	$50.7M	-$6.23M	9	0.06%	Reduced
116	Horizon Kinetics Asset Management New York	$50.2M	+$2.29M	1	0.59%	Increased
117	SBF Sara-Bay Financial Sarasota, Florida	$48.7M	-$5.83M	1	17.43%	Reduced
118	G GenTrust Miami, Florida	$48.7M	+$1.47M	1	2.29%	Increased
119	Principal Financial Group Des Moines, Iowa	$48.7M	+$14M	4	0.03%	Increased
120	Jennison Associates New York	$48.4M	+$340K	2	0.03%	Increased
121	Stifel Financial St. Louis, Missouri	$44.6M	-$38.9M	8	0.04%	Reduced
122	SG Sourcerock Group Denver, Colorado	$43.2M	+$31.1M	1	2.25%	New
123	FCM Freshford Capital Management Rye Brook, New York	$43M	+$18.4M	3	9.97%	Increased
124	SCI S&CO Inc Boston, Massachusetts	$42.4M	-$254K	1	2.72%	Reduced
125	CCPM Cooper Creek Partners Management New York	$41.5M	+$33.8M	1	1.29%	New