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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	Parametric Portfolio Associates Seattle, Washington	$1.45M	+$484K	3	0%	Increased
127	Credit Agricole Montrouge Cedex, France	$1.43M	+$65.8K	1	0.01%	Increased
128	SAM Silverback Asset Management Chapel Hill, North Carolina	$1.36M	-$509K	1	0.19%	Reduced
129	Weiss Asset Management Boston, Massachusetts	$1.26M	+$1.48M	1	1.51%	New
130	11A 10-15 Associates Goshen, New York	$1.23M	-$1.58K	1	0.38%	Reduced
131	BlackRock New York	$1.22M	+$23.9K	2	0%	Increased
132	GH GAM Holding Zurich, Switzerland	$1.21M	+$1.34M	1	0.02%	New
133	SAM Shell Asset Management The Hague, Netherlands	$1.19M	-$191K	2	0.02%	Reduced
134	Spot Trading Chicago, Illinois	$1.17M	+$1.14M	2	0.01%	Increased
135	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$1.17M	-$17.4K	1	0.15%	Reduced
136	Federated Hermes Pittsburgh, Pennsylvania	$1.14M	$0	1	0%	Maintained
137	Loews Corp New York	$1.14M	$0	1	0.01%	Maintained
138	TIAA CREF Investment Management New York	$1.14M	+$1.38M	2	0%	New
139	Trexquant Investment Stamford, Connecticut	$1.14M	+$1.26M	1	0.13%	New
140	DCM Dupont Capital Management Wilmington, Delaware	$1.14M	$0	1	0.02%	Maintained
141	First Manhattan New York	$1.13M	+$1.25M	1	0.01%	Increased
142	WCM Washington Capital Management Seattle, Washington	$1.12M	+$105K	1	0.63%	Increased
143	Comerica Bank Dallas, Texas	$1.07M	+$565K	1	0%	Increased
144	SM Southport Management Wilson, Wyoming	$1.07M	$0	1	1.38%	Maintained
145	Geode Capital Management Boston, Massachusetts	$1.03M	+$396K	3	0%	Increased
146	Neuberger Berman Group New York	$1.03M	-$132K	1	0%	Reduced
147	Mirae Asset Global Investments Seoul, South Korea	$1.01M	$0	1	0.03%	Maintained
148	TH Timber Hill Greenwich, Connecticut	$998K	-$628K	1	0%	Reduced
149	R RQSI Nassau, Bahamas	$985K	$0	1	0.44%	Maintained
150	SI Sprott Inc Toronto, Ontario, Canada	$982K	$0	2	0.07%	Maintained