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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	Highbridge Capital Management New York	$2.12M	+$1.37M	2	0.03%	Increased
127	AllianceBernstein Nashville, Tennessee	$2.1M	-$464K	2	0%	Reduced
128	Whitebox Advisors Minneapolis, Minnesota	$2.06M	-$16.4K	1	0.08%	Reduced
129	SAM Silverback Asset Management Chapel Hill, North Carolina	$2.05M	+$2.84M	1	0.26%	New
130	Brandywine Global Investment Management Philadelphia, Pennsylvania	$2.03M	+$25.6K	1	0.01%	Increased
131	Capital International Los Angeles, California	$2.03M	-$132K	1	0.12%	Reduced
132	Axa Paris, France	$1.97M	+$2.06M	1	0.01%	Increased
133	VAM Verity Asset Management Durham, North Carolina	$1.95M	-$311K	2	1.88%	Reduced
134	AQR Capital Management Greenwich, Connecticut	$1.84M	+$2.07M	4	0%	Increased
135	SAM Shell Asset Management The Hague, Netherlands	$1.82M	-$284K	2	0.03%	Reduced
136	BNP Paribas Asset Management Paris, France	$1.8M	+$14K	1	0.01%	Increased
137	PRC Platte River Capital Denver, Colorado	$1.71M	-$593K	1	0.63%	Reduced
138	Sentry Investments Toronto, Ontario, Canada	$1.7M	+$1.53M	1	0.02%	New
139	EVC Eidelman Virant Capital Saint Louis, Missouri	$1.64M	-$72.8K	3	0.73%	Reduced
140	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$1.63M	-$70.5K	1	0.2%	Reduced
141	Bridgewater Associates Westport, Connecticut	$1.59M	+$376K	1	0.01%	Increased
142	Virtu KCG Holdings New York	$1.49M	+$617K	6	0.02%	Increased
143	BlackRock New York	$1.46M	+$736	2	0%	Increased
144	ClearBridge Investments New York	$1.45M	-$164K	1	0%	Reduced
145	Capital International Sarl Los Angeles, California	$1.44M	-$70.3K	1	0.09%	Reduced
146	Comerica Bank Dallas, Texas	$1.43M	+$707K	1	0.01%	Increased
147	PineBridge Investments New York	$1.39M	+$1.26M	1	0.05%	New
148	11A 10-15 Associates Goshen, New York	$1.39M	+$78.5K	1	0.44%	Increased
149	ACI AMP Capital Investors Sydney, Australia	$1.33M	$0	1	0.01%	Maintained
150	TH Timber Hill Greenwich, Connecticut	$1.32M	+$47K	2	0.01%	Increased