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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	Group One Trading Chicago, Illinois	$1.01M	+$199K	3	0.02%	Increased
152	T TradeWorx Red Bank, New Jersey	$973K	+$921K	1	0.45%	Increased
153	Fidelity International Hamilton, Bermuda	$969K	+$34.1K	1	0%	Increased
154	LSV Asset Management Chicago, Illinois	$940K	-$50.5K	1	0%	Reduced
155	AIM Acuity Investment Management Toronto, Ontario, Canada	$926K	+$917K	1	0.13%	Increased
156	LM Lincluden Management Mississauga, Ontario, Canada	$908K	+$62.5K	1	0.11%	Increased
157	Bridgewater Associates Westport, Connecticut	$897K	-$48.2K	1	0.01%	Reduced
158	Loews Corp New York	$885K	+$602K	2	0.01%	Increased
159	TC TFS Capital West Chester, Pennsylvania	$873K	+$41.1K	3	0.04%	Increased
160	Two Sigma Advisers New York	$816K	+$890K	1	0.01%	Increased
161	SG Americas Securities New York	$808K	+$464K	2	0%	Increased
162	Wilmington Trust Wilmington, Delaware	$801K	-$18.7K	3	0.01%	Reduced
163	SEI Trust Company Oaks, Pennsylvania	$788K	$0	1	0.01%	Maintained
164	NFA Nationwide Fund Advisors Columbus, Ohio	$768K	+$109K	4	0%	Increased
165	CF CNA Financial Chicago, Illinois	$742K	$0	1	0.15%	Maintained
166	BNP Paribas Asset Management Paris, France	$725K	+$582K	1	0.01%	Increased
167	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$696K	-$202K	1	0.8%	Reduced
168	KFS KMS Financial Services Seattle, Washington	$687K	-$19K	2	0.17%	Reduced
169	WAM World Asset Management Detroit, Michigan	$643K	-$133K	1	0.02%	Reduced
170	Edge Asset Management Seattle, Washington	$636K	$0	1	0.01%	Maintained
171	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$598K	+$16.5K	2	0%	Increased
172	KC Kingfisher Capital Charlotte, North Carolina	$594K	+$24K	1	0.3%	Increased
173	Creative Planning Overland Park, Kansas	$586K	+$402K	6	0.01%	Increased
174	Tower Research Capital (TRC) New York	$584K	+$216K	4	0.06%	Increased
175	Rathbones Group Liverpool, United Kingdom	$567K	-$122K	1	0.07%	Reduced