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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	BCM Barometer Capital Management Toronto, Ontario, Canada	$1.18M	+$1.09M	1	0.11%	New
127	Gulf International Bank (UK) London, United Kingdom	$1.15M	$0	1	0.01%	Maintained
128	Geneos Wealth Management Englewood, Colorado	$1.11M	-$31.9K	4	0.1%	Reduced
129	11A 10-15 Associates Goshen, New York	$1.11M	-$35K	1	0.26%	Reduced
130	HA Hamel Associates Chatham, New Jersey	$1.08M	+$1.1M	1	0.51%	New
131	Guggenheim Capital Chicago, Illinois	$1.07M	-$24.4K	2	0%	Reduced
132	SG Americas Securities New York	$1.05M	+$103K	2	0.01%	Increased
133	PEAK6 Group Chicago, Illinois	$1.04M	-$375K	1	0%	Reduced
134	Curi RMB Capital Chicago, Illinois	$990K	+$1.01M	1	0.03%	New
135	DCM Dupont Capital Management Wilmington, Delaware	$939K	$0	1	0.02%	Maintained
136	GS Gagnon Securities New York	$926K	-$101K	3	0.33%	Reduced
137	Ameriprise Minneapolis, Minnesota	$910K	+$71.9K	2	0%	Increased
138	ED Exane Derivatives Paris, France	$904K	-$1.04M	6	0.16%	Reduced
139	Bridgeway Capital Management Houston, Texas	$889K	$0	1	0.01%	Maintained
140	Aperio Group Sausalito, California	$870K	-$247K	2	0%	Reduced
141	IIM Ipswich Investment Management Beverly, Massachusetts	$854K	+$127K	1	0.36%	Increased
142	Natixis Advisors Boston, Massachusetts	$833K	-$113K	1	0.01%	Reduced
143	1CM 1492 Capital Management Milwaukee, Wisconsin	$801K	+$653K	2	0.62%	New
144	OneDigital Investment Advisors Overland Park, Kansas	$784K	+$66.6K	1	0.09%	Increased
145	Raymond James & Associates St Petersburg, Florida	$780K	-$144K	3	0%	Reduced
146	California Public Employees Retirement System Sacramento, California	$765K	$0	3	0%	Maintained
147	Jefferies Group New York	$763K	+$107K	2	0%	Increased
148	Jane Street New York	$753K	-$331K	4	0%	Reduced
149	Moore Capital Management New York	$738K	+$750K	1	0.01%	New
150	P3I Progeny 3 Inc Kirkland, Washington	$726K	+$671K	1	0.47%	New