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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	$858K	+$153K	1	0.03%	Increased
127	VanEck Associates New York	$840K	-$148K	1	0%	Reduced
128	First Manhattan New York	$826K	$0	1	0.01%	Maintained
129	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$796K	+$512K	1	0.01%	New
130	Virtu KCG Holdings New York	$787K	+$315K	6	0.02%	Increased
131	T TOBAM Paris, France	$786K	+$678K	1	0.03%	New
132	Korea Investment Corp Seoul, South Korea	$765K	+$660K	1	0%	New
133	GS Gagnon Securities New York	$741K	-$123K	3	0.32%	Reduced
134	BNP Paribas Asset Management Paris, France	$732K	-$96.2K	1	0.01%	Reduced
135	Ladenburg Thalmann Financial Services Miami, Florida	$723K	+$44.4K	7	0.01%	Increased
136	Candriam SCA Strassen, Luxembourg, Luxembourg	$715K	+$162K	1	0.02%	Increased
137	Comerica Bank Dallas, Texas	$655K	+$18.4K	1	0.01%	Increased
138	Raymond James Financial Services Advisors St. Petersburg, Florida	$642K	+$540K	2	0.01%	Increased
139	Stifel Financial St. Louis, Missouri	$616K	+$60.6K	1	0%	Increased
140	SAM Shell Asset Management The Hague, Netherlands	$610K	+$10.7K	2	0.01%	Increased
141	ED Exane Derivatives Paris, France	$606K	+$347K	5	0.12%	Increased
142	California Public Employees Retirement System Sacramento, California	$602K	$0	3	0%	Maintained
143	Synovus Financial Columbus, Georgia	$591K	-$126	2	0.01%	Reduced
144	Walleye Trading New York	$584K	+$461K	1	0%	Increased
145	First Trust Advisors Wheaton, Illinois	$551K	+$475K	1	0%	New
146	CAM Capstone Asset Management Houston, Texas	$546K	+$1.45K	1	0.02%	Increased
147	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$541K	+$467K	1	0.01%	New
148	AllianceBernstein Nashville, Tennessee	$536K	-$11.3K	1	0%	Reduced
149	SG Americas Securities New York	$528K	+$301K	2	0%	Increased
150	SM Southport Management Wilson, Wyoming	$524K	$0	1	0.7%	Maintained