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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	PEAK6 Group Chicago, Illinois	$2.42M	-$3.2M	4	0.02%	Reduced
127	SAM Shell Asset Management The Hague, Netherlands	$2.41M	-$117K	2	0.04%	Reduced
128	Intact Investment Management Montreal, Quebec, Canada	$2.35M	-$786K	1	0.1%	Reduced
129	Nomura Holdings Tokyo, Japan	$2.23M	+$410K	3	0%	Increased
130	BNP Paribas Asset Management Paris, France	$2.15M	+$1.41M	1	0.02%	Increased
131	D.E. Shaw & Co New York	$2.12M	-$1.36M	3	0%	Reduced
132	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$2.09M	-$66.7K	1	0.23%	Reduced
133	Neuberger Berman Group New York	$1.97M	+$1.59M	1	0%	Increased
134	GA Gagnon Advisors New York	$1.91M	-$4.29M	1	1.19%	Reduced
135	Capital International Sarl Los Angeles, California	$1.8M	$0	1	0.1%	Maintained
136	LPL Financial San Diego, California	$1.71M	-$180K	4	0.01%	Reduced
137	HSBC Holdings London, United Kingdom	$1.68M	+$202K	1	0%	Increased
138	Flow Traders U.S. New York	$1.68M	+$1.74M	5	0.31%	Increased
139	BNP Paribas Financial Markets Paris, France	$1.64M	-$31.5M	6	0%	Reduced
140	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.64M	+$1.04M	3	0.02%	Increased
141	BlackRock New York	$1.63M	+$315K	1	0%	Increased
142	PP Prospector Partners Guilford, Connecticut	$1.57M	+$1.04M	1	0.08%	Increased
143	ACI AMP Capital Investors Sydney, Australia	$1.47M	-$1.36M	1	0.01%	Reduced
144	Bridgewater Associates Westport, Connecticut	$1.47M	$0	1	0.01%	Maintained
145	VanEck Associates New York	$1.47M	+$89.5K	3	0.01%	Increased
146	TH Timber Hill Greenwich, Connecticut	$1.41M	+$349K	2	0.01%	Increased
147	Rockefeller Financial Services New York	$1.33M	+$14.2K	1	0.03%	Increased
148	Zurich Cantonal Bank Zurich, Switzerland	$1.3M	+$180K	1	0.04%	Increased
149	Capital International Inc Los Angeles, California	$1.28M	-$54.2K	1	0.07%	Reduced
150	Group One Trading Chicago, Illinois	$1.22M	-$886K	4	0.02%	Reduced