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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	Scotia Capital Toronto, Ontario, Canada	$7.36M	+$3.24M	3	0.05%	Increased
127	MLIM Mountain Lake Investment Management Boca Raton, Florida	$7.12M	-$1M	2	3.4%	Reduced
128	Voloridge Investment Management Jupiter, Florida	$7.04M	-$13.2M	2	0.04%	Reduced
129	Rockefeller Capital Management New York	$7.01M	+$4.08M	3	0.03%	Increased
130	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$6.88M	+$8.01M	2	0.09%	New
131	TD Waterhouse Canada Toronto, Ontario, Canada	$6.69M	+$4.66M	7	0.07%	New
132	LPU Lansdowne Partners (UK) London, United Kingdom	$6.66M	+$2.95M	1	0.4%	Increased
133	Charles Schwab San Francisco, California	$6.56M	+$507K	4	0%	Increased
134	BNP Paribas Financial Markets Paris, France	$6.51M	+$4.87M	5	0.01%	Increased
135	Crawford Investment Counsel Atlanta, Georgia	$6.41M	-$470K	1	0.12%	Reduced
136	CP Cumberland Partners Toronto, Ontario, Canada	$6.36M	+$1.21M	1	0.45%	Increased
137	Jefferies Group New York	$6.31M	+$2.62M	3	0.04%	Increased
138	Hennessy Advisors Inc Novato, California	$6.25M	-$251K	1	0.35%	Reduced
139	State of Tennessee, Department of Treasury Nashville, Tennessee	$6.21M	-$253K	1	0.02%	Reduced
140	EP Edgestream Partners Princeton, New Jersey	$6.2M	+$187K	1	0.39%	Increased
141	Stifel Financial St. Louis, Missouri	$6.14M	+$653K	3	0.01%	Increased
142	ROC Robertson Opportunity Capital Dallas, Texas	$6.11M	$0	1	2.79%	Maintained
143	PHS Pekin Hardy Strauss Chicago, Illinois	$5.9M	+$161K	2	0.8%	Increased
144	Point72 Asset Management Stamford, Connecticut	$5.89M	+$6.53M	1	0.02%	Increased
145	Moore Capital Management New York	$5.87M	-$4.99M	1	0.12%	Reduced
146	SLG Stanley-Laman Group Berwyn, Pennsylvania	$5.67M	+$1.02M	3	0.67%	Increased
147	Raymond James Financial Services Advisors St. Petersburg, Florida	$5.61M	-$190K	5	0.01%	Reduced
148	SCU Spinnaker Capital (UK) London England, United Kingdom	$5.47M	$0	1	29.11%	Maintained
149	Fidelity International Hamilton, Bermuda	$5.43M	-$3.41M	1	0.01%	Reduced
150	DS Dudley & Shanley Palm Beach, Florida	$5.42M	$0	1	0.94%	Maintained