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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
151	Focus Partners Wealth Boston, Massachusetts	$37.7M	+$4.97M	8	0.04%	Increased
152	NewEdge Advisors New Orleans, Louisiana	$37.6M	+$8.69M	11	0.11%	Increased
153	Squarepoint New York	$37.5M	+$22.6M	8	0.04%	Increased
154	Gabelli Funds Rye, New York	$36.9M	-$69.9K	4	0.24%	Reduced
155	MI MMCAP International Grand Cayman, Cayman Islands	$36.9M	-$861K	5	3.12%	Reduced
156	ARK Investment Management St. Petersburg, Florida	$36.8M	-$629K	1	0.24%	Reduced
157	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$36.6M	+$1.34M	5	37.7%	Increased
158	Envestnet Asset Management Chicago, Illinois	$36.2M	-$2.05M	7	0.01%	Reduced
159	Osaic Holdings Scottsdale, Arizona	$36.2M	+$8.99M	17	0.04%	Increased
160	CP Cumberland Partners Toronto, Ontario, Canada	$36M	+$13.4M	2	2.33%	Increased
161	IMC Chicago Chicago, Illinois	$35.6M	+$23.8M	10	0.01%	Increased
162	CCPM Cooper Creek Partners Management New York	$35.5M	+$3.04M	1	0.84%	Increased
163	Quadrature Capital London, United Kingdom	$35.2M	-$94.3M	7	0.3%	Reduced
164	GWM Greenwich Wealth Management Greenwich, Connecticut	$34.1M	+$6.95M	5	1.24%	Increased
165	SAM Scopus Asset Management New York	$33.9M	-$21.9M	2	0.48%	Reduced
166	Marshall Wace London, United Kingdom	$33.4M	-$45.5M	5	0.03%	Reduced
167	Capital Wealth Planning Naples, Florida	$33.4M	+$6.44M	1	0.17%	Increased
168	SCI S&CO Inc Boston, Massachusetts	$31.9M	-$1.56M	1	1.85%	Reduced
169	AIP ARS Investment Partners New York	$31.7M	+$33.3M	2	1.39%	Increased
170	Munro Partners Melbourne, Australia	$31.2M	+$15.8M	1	0.69%	Increased
171	IFM ION Fund Management Herzliya,	$30.8M	+$7.53M	1	1.95%	Increased
172	Pictet Asset Management Carouge, Switzerland	$30.5M	+$4.52M	8	0.03%	Increased
173	Westfield Capital Management Boston, Massachusetts	$30.2M	+$16.5M	2	0.1%	Increased
174	Zurich Cantonal Bank Zurich, Switzerland	$29.7M	+$892K	10	0.06%	Increased
175	G GenTrust Miami, Florida	$29.5M	+$2.67M	2	1.13%	Increased