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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	Zurich Cantonal Bank Zurich, Switzerland	$1.32M	-$66.4K	3	0.04%	Reduced
152	ECP Electron Capital Partners New York	$1.29M	+$1.35M	1	0.78%	New
153	Jane Street New York	$1.29M	+$767K	2	0.01%	Increased
154	Wolverine Asset Management Chicago, Illinois	$1.26M	-$111K	3	0.02%	Reduced
155	Placemark Investments Chicago, Illinois	$1.18M	-$5.18K	1	0.02%	Reduced
156	DCM Dupont Capital Management Wilmington, Delaware	$1.18M	$0	1	0.02%	Maintained
157	WCM Washington Capital Management Seattle, Washington	$1.17M	+$60.1K	1	0.49%	Increased
158	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.17M	+$1.11M	2	0%	Increased
159	LPL Financial San Diego, California	$1.13M	-$243K	4	0.01%	Reduced
160	Rockefeller Financial Services New York	$1.1M	$0	1	0.02%	Maintained
161	VanEck Associates New York	$1.07M	-$78.8K	3	0.01%	Reduced
162	Trexquant Investment Stamford, Connecticut	$1.01M	+$1.06M	1	0.18%	New
163	Parametric Portfolio Associates Seattle, Washington	$1.01M	+$540K	1	0%	Increased
164	Stifel Financial St. Louis, Missouri	$956K	-$245K	1	0.01%	Reduced
165	Aperio Group Sausalito, California	$948K	+$597K	1	0.01%	Increased
166	FMT First Mercantile Trust Cordova, Tennessee	$939K	+$75.5K	1	0.08%	Increased
167	Ladenburg Thalmann Financial Services Miami, Florida	$931K	+$752K	5	0.02%	Increased
168	Neuberger Berman Group New York	$914K	-$627K	1	0%	Reduced
169	Capital International Inc Los Angeles, California	$904K	$0	1	0.06%	Maintained
170	MC Martin Currie Edinburgh, United Kingdom	$801K	+$837K	1	0.07%	New
171	CAM Capstone Asset Management Houston, Texas	$778K	+$364K	1	0.02%	Increased
172	Commerzbank Aktiengesellschaft Frankfurt, Germany	$755K	+$470K	3	0%	Increased
173	Weiss Asset Management Boston, Massachusetts	$746K	-$1.96M	1	0.3%	Reduced
174	Geode Capital Management Boston, Massachusetts	$724K	+$21.7K	1	0%	Increased
175	1832 Asset Management Toronto, Ontario, Canada	$705K	-$2.77M	3	0%	Reduced