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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	AIM Acuity Investment Management Toronto, Ontario, Canada	$1.14M	+$69.9K	1	0.45%	Increased
152	Zurich Cantonal Bank Zurich, Switzerland	$1.11M	-$38.7K	1	0.04%	Reduced
153	Fidelity International Hamilton, Bermuda	$1.11M	-$5.82K	1	0%	Reduced
154	SEI Trust Company Oaks, Pennsylvania	$1.09M	+$175K	1	0.01%	Increased
155	BlackRock New York	$1.05M	+$977K	2	0%	Increased
156	LM Lincluden Management Mississauga, Ontario, Canada	$1.04M	-$3.49K	1	0.09%	Reduced
157	Wilmington Trust Wilmington, Delaware	$1.01M	+$94.3K	3	0.02%	Increased
158	Loews Corp New York	$975K	$0	2	0.01%	Maintained
159	Geode Capital Management Boston, Massachusetts	$954K	+$53.5K	3	0%	Increased
160	Tower Research Capital (TRC) New York	$943K	+$274K	5	0.16%	Increased
161	Virtu KCG Holdings New York	$933K	-$1.68M	2	0.01%	Reduced
162	SG Americas Securities New York	$927K	+$255K	2	0%	Increased
163	TC TFS Capital West Chester, Pennsylvania	$916K	-$68.5K	2	0.04%	Reduced
164	Group One Trading Chicago, Illinois	$887K	-$221K	4	0.01%	Reduced
165	BNP Paribas Asset Management Paris, France	$874K	+$37.8K	1	0.01%	Increased
166	Parametric Portfolio Associates Seattle, Washington	$773K	-$585K	2	0%	Reduced
167	KFS KMS Financial Services Seattle, Washington	$768K	-$16.4K	2	0.13%	Reduced
168	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$742K	-$54.3K	1	0.83%	Reduced
169	Edge Asset Management Seattle, Washington	$731K	$0	1	0.01%	Maintained
170	Aperio Group Sausalito, California	$685K	-$499K	0	–	Closed
171	CF CNA Financial Chicago, Illinois	$659K	$0	1	0.13%	Maintained
172	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$657K	+$615K	4	0.03%	New
173	Rathbones Group Liverpool, United Kingdom	$655K	+$4.74K	2	0.07%	Increased
174	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$647K	+$109K	1	0.01%	Increased
175	Placemark Investments Chicago, Illinois	$644K	+$90.9K	1	0.01%	Increased