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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	BlackRock New York	$685K	-$56.8K	2	0%	Reduced
127	Envestnet Asset Management Chicago, Illinois	$648K	-$46.5K	1	0%	Reduced
128	SG Americas Securities New York	$642K	-$1.3M	2	0%	Reduced
129	Societe Generale	$642K	+$673K	2	0%	New
130	SAM Shell Asset Management The Hague, Netherlands	$631K	$0	2	0.01%	Maintained
131	Two Sigma Investments New York	$624K	-$1.74M	1	0%	Reduced
132	Cubist Systematic Strategies Stamford, Connecticut	$607K	+$657K	1	0.04%	New
133	ED Exane Derivatives Paris, France	$600K	-$706K	4	0.1%	Reduced
134	Quantbot Technologies New York	$572K	+$7.66K	1	0.06%	Increased
135	Geneos Wealth Management Englewood, Colorado	$559K	+$15.2K	4	0.08%	Increased
136	Laurion Capital Management New York	$555K	+$546K	2	0.01%	New
137	SM Southport Management Wilson, Wyoming	$549K	+$119K	1	1.1%	Increased
138	AllianceBernstein Nashville, Tennessee	$546K	-$28.3K	1	0%	Reduced
139	CAM Capstone Asset Management Houston, Texas	$519K	-$183K	1	0.02%	Reduced
140	CC Cipher Capital New York	$508K	+$550K	1	0.04%	New
141	Geode Capital Management Boston, Massachusetts	$506K	-$231K	2	0%	Reduced
142	TH Timber Hill Greenwich, Connecticut	$485K	+$337K	1	0%	Increased
143	Neuberger Berman Group New York	$469K	-$44.1K	1	0%	Reduced
144	California Public Employees Retirement System Sacramento, California	$467K	$0	3	0%	Maintained
145	Comerica Bank Dallas, Texas	$466K	-$20.3K	1	0%	Reduced
146	MIS Morningstar Investment Services Chicago, Illinois	$458K	-$203K	1	0.01%	Reduced
147	Candriam SCA Strassen, Luxembourg, Luxembourg	$452K	+$491K	1	0.01%	New
148	Bridgeway Capital Management Houston, Texas	$440K	$0	2	0.01%	Maintained
149	EA Euclid Advisors Hartford, Connecticut	$436K	-$6.74M	2	0.02%	Reduced
150	VDBMI Van Den Berg Management I Austin, Texas	$436K	+$472K	1	0.06%	New