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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	PHAM Pacific Heights Asset Management San Francisco, California	$11.3M	$0	1	1.1%	Maintained
127	Osaic Holdings Scottsdale, Arizona	$11.2M	-$1.07M	11	0.02%	Reduced
128	HWA Heartwood Wealth Advisors Richmond, Virginia	$11.1M	+$2.28M	1	1.74%	Increased
129	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$10.8M	+$5.98M	2	0.1%	Increased
130	Nuveen Charlotte, North Carolina	$10.6M	+$2.99M	4	0%	Increased
131	MLIM Mountain Lake Investment Management Boca Raton, Florida	$10.5M	-$2.68M	3	7.94%	Reduced
132	Two Sigma Advisers New York	$10.3M	-$4.26M	2	0.03%	Reduced
133	LMR Partners London, United Kingdom	$10.1M	+$7.06M	2	0.18%	Increased
134	Stifel Financial St. Louis, Missouri	$10M	+$463K	5	0.02%	Increased
135	PEAK6 Investments Chicago, Illinois	$10M	+$3.11M	4	0.06%	Increased
136	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$9.61M	+$9.97M	1	0.54%	New
137	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$9.59M	-$50K	1	0.02%	Reduced
138	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$9.54M	-$1.59M	4	0.07%	Reduced
139	Scotia Capital Toronto, Ontario, Canada	$9.48M	+$416K	2	0.07%	Increased
140	JCM Janney Capital Management Pittsburgh, Pennsylvania	$9.46M	-$421K	1	0.68%	Reduced
141	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$9.06M	+$2.01M	4	3.94%	Increased
142	Graham Capital Management Rowayton, Connecticut	$9.04M	$0	3	0.27%	Maintained
143	SLG Stanley-Laman Group Berwyn, Pennsylvania	$9M	+$1.63M	4	1.71%	Increased
144	Eisler Capital (UK) London, United Kingdom	$8.73M	+$8.96M	1	0.41%	Increased
145	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$8.5M	-$695K	1	4.86%	Reduced
146	BNP Paribas Financial Markets Paris, France	$8.38M	+$2.71M	7	0.01%	Increased
147	TF Trek Financial Scottsdale, Arizona	$8.23M	+$1.27M	2	0.82%	Increased
148	ST Spinnaker Trust Portland, Maine	$8.18M	+$8.23M	1	0.64%	New
149	Gabelli Funds Rye, New York	$8.15M	+$23.5K	1	0.06%	Increased
150	TGCMU Titan Global Capital Management USA New York	$8.07M	-$340K	4	2.29%	Reduced