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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	Capital International Los Angeles, California	$3.01M	$0	1	0.19%	Maintained
127	Evergreen Capital Management Bellevue, Washington	$2.92M	+$164K	1	0.59%	Increased
128	AllianceBernstein Nashville, Tennessee	$2.88M	-$12.1M	5	0%	Reduced
129	Gulf International Bank (UK) London, United Kingdom	$2.79M	$0	1	0.05%	Maintained
130	ST Spinnaker Trust Portland, Maine	$2.77M	+$2.68M	2	0.45%	New
131	PCM Perritt Capital Management Chicago, Illinois	$2.63M	+$510K	1	0.42%	Increased
132	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$2.51M	-$206K	1	0.33%	Reduced
133	Group One Trading Chicago, Illinois	$2.38M	+$1.39M	4	0.04%	Increased
134	Jane Street New York	$2.38M	-$1.81M	5	0.03%	Reduced
135	AQR Capital Management Greenwich, Connecticut	$2.34M	+$1.98M	1	0.01%	Increased
136	Jupiter Asset Management London, United Kingdom	$2.28M	$0	1	0.07%	Maintained
137	LPL Financial San Diego, California	$2.21M	+$541K	4	0.01%	Increased
138	SCM Signia Capital Management Spokane, Washington	$2.16M	-$10.3K	1	0.78%	Reduced
139	Nomura Holdings Tokyo, Japan	$2.14M	+$1.53M	3	0%	Increased
140	ARTA A.R.T. Advisors New York	$2.11M	-$901K	2	0.11%	Reduced
141	Capital International Sarl Los Angeles, California	$2.1M	$0	1	0.12%	Maintained
142	Capital Fund Management (CFM) Paris, France	$2.05M	+$1.69M	1	0.03%	Increased
143	CCM Coe Capital Management Highland Park, Illinois	$1.87M	+$1.26M	2	0.55%	Increased
144	TAM Third Avenue Management New York	$1.84M	+$1.75M	1	0.04%	New
145	Vanguard Group Malvern, Pennsylvania	$1.75M	-$5.14M	3	0%	Reduced
146	HSBC Holdings London, United Kingdom	$1.74M	-$190K	1	0%	Reduced
147	Walleye Trading New York	$1.72M	-$16.6K	1	0.02%	Reduced
148	Bridgewater Associates Westport, Connecticut	$1.71M	+$71.3K	1	0.01%	Increased
149	VanEck Associates New York	$1.6M	-$5.74M	2	0.01%	Reduced
150	DC Deere & Company Moline, Illinois	$1.59M	-$69.7K	1	0.09%	Reduced