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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
126	Comerica Bank Dallas, Texas	$1.34M	+$1.32M	1	0.01%	New
127	TH Timber Hill Greenwich, Connecticut	$1.25M	+$1.24M	3	0%	New
128	PCM Perritt Capital Management Chicago, Illinois	$1.17M	+$1.2M	1	0.26%	New
129	Zurich Cantonal Bank Zurich, Switzerland	$1.15M	+$1.27M	1	0.04%	New
130	BlackRock Investment Management Wilmington, Delaware	$1.11M	+$980K	3	0%	New
131	Kennedy Capital Management St Louis, Missouri	$1.11M	+$1.14M	1	0.02%	New
132	Korea Investment Corp Seoul, South Korea	$1.09M	+$1.07M	1	0.01%	New
133	LM Lincluden Management Mississauga, Ontario, Canada	$1.08M	+$962K	1	0%	New
134	Fidelity International Hamilton, Bermuda	$1.07M	+$1.06M	1	0.01%	New
135	Bridgewater Associates Westport, Connecticut	$1.07M	+$1.06M	1	0.01%	New
136	BNP Paribas Financial Markets Paris, France	$1.06M	+$1.03M	3	0%	New
137	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1M	+$989K	1	0.22%	New
138	Donald Smith & Co New York	$996K	+$1.15M	1	0.02%	New
139	D.E. Shaw & Co New York	$950K	+$978K	1	0%	New
140	TC TFS Capital West Chester, Pennsylvania	$933K	+$932K	3	0.04%	New
141	WG Winchester Group New York	$931K	+$917K	1	0.2%	New
142	Wilmington Trust Wilmington, Delaware	$924K	+$915K	3	0.02%	New
143	SEI Trust Company Oaks, Pennsylvania	$901K	+$888K	1	0.01%	New
144	Group One Trading Chicago, Illinois	$881K	+$879K	4	0.02%	New
145	WAM World Asset Management Detroit, Michigan	$872K	+$859K	1	0.02%	New
146	California Public Employees Retirement System Sacramento, California	$824K	+$881K	2	0%	New
147	KFS KMS Financial Services Seattle, Washington	$800K	+$794K	2	0.22%	New
148	Geode Capital Management Boston, Massachusetts	$790K	+$819K	3	0%	New
149	Rathbones Group Liverpool, United Kingdom	$769K	+$763K	2	0.1%	New
150	Edge Asset Management Seattle, Washington	$727K	+$716K	1	0.01%	New