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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	Jupiter Asset Management London, United Kingdom	$556K	+$625K	1	0.02%	New
127	PNC Financial Services Group Pittsburgh, Pennsylvania	$523K	+$298K	2	0%	Increased
128	Crossmark Global Holdings Houston, Texas	$520K	+$517K	1	0.01%	New
129	BlackRock New York	$508K	-$30.1K	2	0%	Reduced
130	California Public Employees Retirement System Sacramento, California	$494K	$0	3	0%	Maintained
131	Synovus Financial Columbus, Georgia	$491K	+$504K	2	0.01%	Increased
132	SAM Shell Asset Management The Hague, Netherlands	$477K	-$20.9K	2	0.01%	Reduced
133	Stifel Financial St. Louis, Missouri	$452K	-$368K	1	0%	Reduced
134	AllianceBernstein Nashville, Tennessee	$449K	+$26K	1	0%	Increased
135	CAM Capstone Asset Management Houston, Texas	$445K	+$45.2K	1	0.01%	Increased
136	Barclays London, United Kingdom	$437K	+$187K	5	0%	Increased
137	Candriam SCA Strassen, Luxembourg, Luxembourg	$429K	+$86K	1	0.01%	Increased
138	SM Southport Management Wilson, Wyoming	$428K	$0	1	0.83%	Maintained
139	Simplex Trading Chicago, Illinois	$387K	+$286K	1	0.03%	Increased
140	Comerica Bank Dallas, Texas	$380K	-$15.8K	1	0%	Reduced
141	EVC Eidelman Virant Capital Saint Louis, Missouri	$375K	-$10.1K	1	0.23%	Reduced
142	AFM Anson Funds Management Dallas, Texas	$367K	+$500K	1	0.08%	New
143	PP Paloma Partners Greenwich, Connecticut	$363K	-$656K	1	0%	Reduced
144	JP Morgan Private Wealth Advisors San Francisco, California	$361K	-$10.1K	1	0%	Reduced
145	Loews Corp New York	$342K	-$770K	1	0%	Reduced
146	VDBMI Van Den Berg Management I Austin, Texas	$342K	+$2.45K	1	0.04%	Increased
147	Virtu KCG Holdings New York	$342K	-$238K	3	0.01%	Reduced
148	Highbridge Capital Management New York	$339K	+$382K	1	0.01%	New
149	Jane Street New York	$336K	+$196K	2	0%	Increased
150	Neuberger Berman Group New York	$323K	-$47.9K	1	0%	Reduced