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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	ST Spinnaker Trust Portland, Maine	$2.43M	+$6.34K	2	0.39%	Increased
127	AEA Andreeff Equity Advisors Santa Rosa Beach, Florida	$2.42M	-$95.9K	4	9.8%	Reduced
128	VAM Verity Asset Management Durham, North Carolina	$2.4M	-$62.4K	2	2.71%	Reduced
129	Evergreen Capital Management Bellevue, Washington	$2.38M	+$104K	1	0.46%	Increased
130	Intact Investment Management Montreal, Quebec, Canada	$2.35M	+$131K	1	0.1%	Increased
131	CC Curian Capital Denver, Colorado	$2.35M	-$1.89M	1	0.04%	Reduced
132	Capital International Los Angeles, California	$2.32M	$0	1	0.14%	Maintained
133	Brandywine Global Investment Management Philadelphia, Pennsylvania	$2.3M	+$2.59M	1	0.02%	New
134	SAM Shell Asset Management The Hague, Netherlands	$2.22M	-$51K	2	0.03%	Reduced
135	PWP Private Wealth Partners Mill Valley, California	$2.21M	-$800K	2	0.48%	Reduced
136	Schroder Investment Management Group London, United Kingdom	$2.18M	-$422K	4	0%	Reduced
137	BNP Paribas Asset Management Paris, France	$1.92M	-$12.5K	1	0.02%	Reduced
138	EVC Eidelman Virant Capital Saint Louis, Missouri	$1.9M	+$2.72M	3	0.91%	New
139	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$1.83M	-$56.8K	1	0.21%	Reduced
140	Two Sigma Advisers New York	$1.77M	+$1.97M	1	0.01%	New
141	GCM GeoSphere Capital Management Miami Beach, Florida	$1.77M	+$1.96M	1	3.29%	New
142	Group One Trading Chicago, Illinois	$1.76M	+$743K	4	0.03%	Increased
143	GA Gagnon Advisors New York	$1.69M	$0	1	1.05%	Maintained
144	Neuberger Berman Group New York	$1.63M	-$160K	1	0%	Reduced
145	Capital International Sarl Los Angeles, California	$1.62M	$0	1	0.1%	Maintained
146	BlackRock New York	$1.57M	+$113K	2	0%	Increased
147	Nomura Holdings Tokyo, Japan	$1.55M	-$526K	3	0%	Reduced
148	BNP Paribas Financial Markets Paris, France	$1.54M	+$69.8K	7	0%	Increased
149	LPL Financial San Diego, California	$1.47M	-$65.3K	4	0.01%	Reduced
150	ACI AMP Capital Investors Sydney, Australia	$1.45M	+$110K	1	0.01%	Increased