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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	Gulf International Bank (UK) London, United Kingdom	$2.43M	+$2.14M	1	0.05%	New
127	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$2.21M	-$750K	1	0.23%	Reduced
128	Meag Munich Ergo Munich, Germany	$2.09M	$0	1	0.12%	Maintained
129	California Public Employees Retirement System Sacramento, California	$2.02M	+$1.19M	2	0%	Increased
130	SCM Signia Capital Management Spokane, Washington	$1.97M	+$1.84M	1	0.73%	New
131	Capital International Sarl Los Angeles, California	$1.9M	-$433K	1	0.1%	Reduced
132	TH Timber Hill Greenwich, Connecticut	$1.87M	+$76.7K	2	0.01%	Increased
133	ClearBridge Investments New York	$1.8M	+$21.3K	1	0%	Increased
134	HSBC Holdings London, United Kingdom	$1.75M	-$2.39M	1	0%	Reduced
135	Walleye Trading New York	$1.57M	+$1.47M	1	0.02%	New
136	Capital International Inc Los Angeles, California	$1.52M	$0	1	0.07%	Maintained
137	TIAA CREF Investment Management New York	$1.51M	+$48.4K	2	0%	Increased
138	DC Deere & Company Moline, Illinois	$1.51M	+$1.41M	1	0.08%	New
139	LPL Financial San Diego, California	$1.5M	-$20.8K	4	0.01%	Reduced
140	Kennedy Capital Management St Louis, Missouri	$1.49M	+$43.2K	1	0.03%	Increased
141	Bridgewater Associates Westport, Connecticut	$1.48M	+$423K	1	0.01%	Increased
142	ACI AMP Capital Investors Sydney, Australia	$1.48M	-$1.39M	1	0.01%	Reduced
143	Rockefeller Financial Services New York	$1.4M	$0	1	0.03%	Maintained
144	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$1.35M	$0	1	0.14%	Maintained
145	FMT First Mercantile Trust Cordova, Tennessee	$1.32M	+$60.4K	1	0.1%	Increased
146	ID Integral Derivatives New York	$1.31M	+$1.23M	1	0.02%	New
147	Credit Agricole Montrouge Cedex, France	$1.29M	-$68.2K	1	0.01%	Reduced
148	SCM Seamans Capital Management Boston, Massachusetts	$1.2M	-$492K	1	1.47%	Reduced
149	City National Bank Beverly Hills, Delaware	$1.17M	-$25.2K	1	0.02%	Reduced
150	Comerica Bank Dallas, Texas	$1.16M	-$165K	2	0.01%	Reduced