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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	D.E. Shaw & Co New York	$861K	-$214K	1	0%	Reduced
127	Spot Trading Chicago, Illinois	$827K	+$556K	2	0.02%	Increased
128	Bridgeway Capital Management Houston, Texas	$799K	+$489K	1	0.01%	Increased
129	CG Cutler Group San Francisco, California	$742K	+$209K	3	0.03%	Increased
130	Charles Schwab San Francisco, California	$733K	+$327K	1	0%	Increased
131	First Manhattan New York	$731K	$0	1	0%	Maintained
132	California Public Employees Retirement System Sacramento, California	$701K	$0	3	0%	Maintained
133	Carson Wealth (CWM LLC) Omaha, Nebraska	$695K	+$213K	1	0.04%	Increased
134	Meag Munich Ergo Munich, Germany	$689K	$0	1	0.03%	Maintained
135	Andra AP-fonden Goteborg, Sweden	$684K	-$451K	1	0.02%	Reduced
136	Pinnacle Associates New York	$681K	-$21.6M	3	0.01%	Reduced
137	Colony Group Boston, Massachusetts	$678K	+$32.5K	1	0.05%	Increased
138	Franklin Resources San Mateo, California	$664K	$0	1	0%	Maintained
139	SG Americas Securities New York	$656K	-$192K	3	0.01%	Reduced
140	AllianceBernstein Nashville, Tennessee	$618K	+$175K	4	0%	Increased
141	BFG Beacon Financial Group Dallas, Texas	$613K	-$31.1K	1	0.12%	Reduced
142	BNP Paribas Asset Management Paris, France	$607K	-$18.4K	1	0.01%	Reduced
143	PEAK6 Group Chicago, Illinois	$606K	-$1.18M	1	0%	Reduced
144	Credit Agricole Montrouge Cedex, France	$602K	-$419K	1	0%	Reduced
145	Millennium Management New York	$596K	-$943K	1	0%	Reduced
146	VanEck Associates New York	$593K	-$134K	1	0%	Reduced
147	Raymond James Financial Services Advisors St. Petersburg, Florida	$583K	-$11K	2	0%	Reduced
148	MN Services Vermogensbeheer The Hague, Netherlands	$582K	+$636K	1	0.02%	New
149	JP Morgan Private Wealth Advisors San Francisco, California	$581K	-$142K	2	0%	Reduced
150	TIAA CREF Investment Management New York	$578K	+$507K	1	0%	New