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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	OWIM Old West Investment Management Los Angeles, California	$24.1M	+$3.87M	4	9.33%	Increased
127	General American Investors New York	$24.1M	$0	1	1.66%	Maintained
128	PHAM Pacific Heights Asset Management San Francisco, California	$23.9M	$0	1	1.77%	Maintained
129	Janus Henderson Group London,	$23.7M	+$171K	5	0.01%	Increased
130	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$23.6M	+$6.59M	1	0.06%	Increased
131	Victory Capital Management San Antonio, Texas	$23M	+$604K	2	0.02%	Increased
132	Envestnet Asset Management Chicago, Illinois	$22.7M	+$3.99M	5	0.01%	Increased
133	C Chescapmanager Baltimore, Maryland	$21.7M	+$436K	1	2.29%	Increased
134	Pinnacle Associates New York	$21.6M	-$3.65M	1	0.37%	Reduced
135	Stanley-Laman Group Berwyn, Pennsylvania	$20.6M	+$2.69M	4	2.89%	Increased
136	Cadinha & Co Honolulu, Hawaii	$20M	+$3.37M	1	3.43%	Increased
137	Pekin Hardy Strauss Chicago, Illinois	$19.2M	+$649K	3	2.45%	Increased
138	MUFG Securities (Canada) New York	$18.5M	+$6.81M	1	0.83%	Increased
139	GenTrust Miami, Florida	$18.3M	+$2.07M	1	0.9%	Increased
140	Gabelli Funds Rye, New York	$18.1M	-$68.3K	1	0.13%	Reduced
141	BCA Boundary Creek Advisors New York	$17.9M	-$4.63M	1	1.4%	Reduced
142	SBF Sara-Bay Financial Sarasota, Florida	$17.9M	-$428K	1	6.49%	Reduced
143	State of Wisconsin Investment Board Madison, Wisconsin	$17.9M	+$7.13M	3	0.05%	Increased
144	Discovery Capital Management South Norwalk, Connecticut	$17.7M	+$3.36M	2	2.16%	Increased
145	SCP SailingStone Capital Partners Houston, Texas	$17.6M	+$686K	1	5.54%	Increased
146	PineBridge Investments New York	$17.6M	+$16.2M	4	0.13%	New
147	ArrowMark Colorado Holdings Denver, Colorado	$17M	+$2.4M	1	0.22%	Increased
148	Alpha Wave Global New York	$17M	$0	2	5.25%	Maintained
149	Raymond James Financial Services Advisors St. Petersburg, Florida	$16.9M	+$1.18M	7	0.02%	Increased
150	Heartwood Wealth Advisors Richmond, Virginia	$16.6M	+$211K	1	1.84%	Increased