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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	Meag Munich Ergo Munich, Germany	$1.81M	+$2.01M	1	0.13%	New
127	CS Central Securities New York	$1.81M	$0	1	0.43%	Maintained
128	PP PDT Partners New York	$1.77M	+$1.98M	2	0.05%	New
129	D.E. Shaw & Co New York	$1.71M	+$576K	3	0%	Increased
130	EMG Ellington Management Group Old Greenwich, Connecticut	$1.63M	+$2M	1	0.31%	New
131	Kennedy Capital Management St Louis, Missouri	$1.62M	+$234K	1	0.03%	Increased
132	TH Timber Hill Greenwich, Connecticut	$1.56M	+$512K	2	0.01%	Increased
133	SCM Seamans Capital Management Boston, Massachusetts	$1.5M	+$1.67M	1	1.79%	New
134	BlackRock Group London, United Kingdom	$1.46M	+$1.62M	1	0%	New
135	Donald Smith & Co New York	$1.43M	-$5.23K	1	0.03%	Reduced
136	TIAA CREF Investment Management New York	$1.42M	-$53.8K	2	0%	Reduced
137	LPL Financial San Diego, California	$1.33M	+$139K	3	0.01%	Increased
138	Capital International Inc Los Angeles, California	$1.33M	-$1.4M	1	0.06%	Reduced
139	California Public Employees Retirement System Sacramento, California	$1.26M	+$195K	3	0%	Increased
140	BNP Paribas Financial Markets Paris, France	$1.25M	+$335K	3	0%	Increased
141	Parametric Portfolio Associates Seattle, Washington	$1.24M	+$36.2K	2	0%	Increased
142	Rockefeller Financial Services New York	$1.22M	$0	1	0.03%	Maintained
143	Credit Agricole Montrouge Cedex, France	$1.19M	+$1.32M	1	0.01%	New
144	BlackRock Investment Management Wilmington, Delaware	$1.17M	+$40.6K	3	0%	Increased
145	Comerica Bank Dallas, Texas	$1.17M	-$12.3K	2	0.01%	Reduced
146	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$1.14M	+$575K	1	0.14%	Increased
147	FMT First Mercantile Trust Cordova, Tennessee	$1.09M	-$458K	1	0.09%	Reduced
148	Geode Capital Management Boston, Massachusetts	$1.05M	+$45.2K	3	0%	Increased
149	City National Bank Beverly Hills, Delaware	$1.04M	-$522K	1	0.02%	Reduced
150	Zurich Cantonal Bank Zurich, Switzerland	$1.03M	+$148K	1	0.04%	Increased