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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	11A 10-15 Associates Goshen, New York	$1.41M	+$1.57M	1	0.47%	New
152	TH Timber Hill Greenwich, Connecticut	$1.38M	+$115K	2	0.01%	Increased
153	Zurich Cantonal Bank Zurich, Switzerland	$1.37M	+$25.3K	3	0.04%	Increased
154	PCM Prelude Capital Management New York	$1.32M	+$1.47M	1	0.19%	New
155	Bridgewater Associates Westport, Connecticut	$1.32M	$0	1	0.01%	Maintained
156	Stifel Financial St. Louis, Missouri	$1.28M	+$346K	1	0.01%	Increased
157	Millennium Management New York	$1.28M	+$1.06M	3	0%	Increased
158	Placemark Investments Chicago, Illinois	$1.28M	+$786K	1	0.02%	Increased
159	OL Orbitronix LP Newport Beach, California	$1.26M	+$1.39M	1	0.73%	New
160	VanEck Associates New York	$1.23M	-$97.2K	3	0.01%	Reduced
161	WCM Washington Capital Management Seattle, Washington	$1.19M	+$1.09M	2	0.47%	Increased
162	Rockefeller Financial Services New York	$1.19M	-$13.4K	1	0.03%	Reduced
163	ClearBridge Investments New York	$1.17M	-$1.76M	1	0%	Reduced
164	CCA Castle Creek Arbitrage Avon, Colorado	$1.13M	+$5.69M	1	0.07%	New
165	ID Integral Derivatives New York	$1.03M	-$19.6K	1	0.02%	Reduced
166	Virtu KCG Holdings New York	$1.01M	+$1.39M	5	0.02%	Increased
167	BCM Blenheim Capital Management Berkeley Heights, New Jersey	$1.01M	+$294K	1	1.26%	Increased
168	Capital International Inc Los Angeles, California	$971K	-$196K	1	0.06%	Reduced
169	ARTA A.R.T. Advisors New York	$950K	-$1.53M	1	0.04%	Reduced
170	M&T Bank Buffalo, New York	$949K	+$816K	2	0.01%	Increased
171	FMT First Mercantile Trust Cordova, Tennessee	$933K	+$81.4K	1	0.08%	Increased
172	SM Scoggin Management New York	$922K	+$4.64M	1	0.05%	New
173	SMC Smith, Moore & Co Clayton, Missouri	$910K	+$577K	1	0.51%	Increased
174	Kennedy Capital Management St Louis, Missouri	$904K	-$10.2K	1	0.02%	Reduced
175	D.E. Shaw & Co New York	$887K	-$1.12M	2	0%	Reduced