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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	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$1.04M	$0	1	0.95%	Maintained
127	First Manhattan New York	$1.01M	$0	1	0.01%	Maintained
128	SCI S&CO Inc Boston, Massachusetts	$954K	+$377K	1	0.15%	Increased
129	AFM Anson Funds Management Dallas, Texas	$950K	+$1.02M	1	0.14%	Increased
130	Credit Agricole Montrouge Cedex, France	$929K	+$76.2K	1	0%	Increased
131	QIM Quantitative Investment Management Charlottesville, Virginia	$871K	+$812K	1	0.04%	New
132	BlackRock New York	$862K	-$16.1K	3	0%	Reduced
133	Carson Wealth (CWM LLC) Omaha, Nebraska	$862K	+$71.8K	1	0.08%	Increased
134	Jane Street New York	$851K	+$412K	2	0%	Increased
135	SI Sprott Inc Toronto, Ontario, Canada	$830K	+$96K	2	0.07%	Increased
136	Envestnet Asset Management Chicago, Illinois	$809K	+$124K	1	0%	Increased
137	Ladenburg Thalmann Financial Services Miami, Florida	$809K	-$22.5K	7	0.01%	Reduced
138	CAM Capstone Asset Management Houston, Texas	$805K	+$54.8K	1	0.02%	Increased
139	Acadian Asset Management Boston, Massachusetts	$760K	+$706K	1	0%	New
140	MIS Morningstar Investment Services Chicago, Illinois	$758K	+$67.8K	1	0.03%	Increased
141	SAM Shell Asset Management The Hague, Netherlands	$737K	-$27.5K	2	0.02%	Reduced
142	LM Lincluden Management Mississauga, Ontario, Canada	$722K	$0	1	0.12%	Maintained
143	Geode Capital Management Boston, Massachusetts	$689K	+$67.6K	3	0%	Increased
144	Axa Paris, France	$682K	+$21.5K	1	0%	Increased
145	AllianceBernstein Nashville, Tennessee	$670K	-$586K	1	0%	Reduced
146	Quantbot Technologies New York	$662K	+$398K	1	0.11%	Increased
147	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$638K	-$8.35M	1	0%	Reduced
148	Comerica Bank Dallas, Texas	$631K	+$30.7K	1	0.01%	Increased
149	TIAA CREF Investment Management New York	$607K	$0	2	0%	Maintained
150	Neuberger Berman Group New York	$596K	+$78.2K	1	0%	Increased