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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	ARCM Asia Research & Capital Management Hong Kong	$1.69M	+$1.55M	1	0.43%	New
127	HBK Investments Dallas, Texas	$1.69M	+$1.36M	1	0.01%	Increased
128	Zurich Cantonal Bank Zurich, Switzerland	$1.67M	-$91.3K	3	0.01%	Reduced
129	Pictet Asset Management (UK) London, United Kingdom	$1.66M	+$1.53M	1	0%	New
130	Cetera Advisors Denver, Colorado	$1.51M	+$594K	4	0.07%	Increased
131	HH Hilltop Holdings Dallas, Texas	$1.5M	-$208K	1	0.31%	Reduced
132	EP Edgestream Partners Princeton, New Jersey	$1.48M	+$1.21M	1	0.25%	Increased
133	SEC Seven Eight Capital New York	$1.45M	+$1.33M	1	0.09%	New
134	NN Investment Partners Holdings The Hague, Netherlands	$1.44M	$0	1	0.01%	Maintained
135	Fidelity Investments Boston, Massachusetts	$1.41M	+$1.3M	2	0%	New
136	Clal Insurance Tel-Aviv, Israel	$1.37M	$0	1	0.04%	Maintained
137	CC Cannell Capital Alta, Wyoming	$1.36M	+$906K	1	0.36%	Increased
138	First Manhattan New York	$1.34M	+$425K	1	0.01%	Increased
139	Caption Management Oklahoma City, Oklahoma	$1.28M	+$1.18M	1	0.07%	New
140	Cetera Advisor Networks El Segundo, California	$1.24M	+$198K	1	0.04%	Increased
141	Private Advisor Group Morristown, New Jersey	$1.22M	-$276K	2	0.03%	Reduced
142	Millennium Management New York	$1.21M	-$2.51M	3	0%	Reduced
143	Geneos Wealth Management Englewood, Colorado	$1.19M	+$807K	4	0.08%	Increased
144	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.15M	+$1.03M	1	0.55%	New
145	Scotia Capital Toronto, Ontario, Canada	$1.13M	-$95K	2	0.01%	Reduced
146	Aperio Group Sausalito, California	$1.09M	+$2.11K	2	0%	Increased
147	Charles Schwab San Francisco, California	$1.08M	+$53.3K	2	0%	Increased
148	SG Americas Securities New York	$1.08M	+$200K	2	0.01%	Increased
149	11A 10-15 Associates Goshen, New York	$1.08M	-$261K	1	0.24%	Reduced
150	Marshall Wace North America New York	$1.07M	+$983K	1	0.01%	New