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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	SCM Stevens Capital Management Radnor, Pennsylvania	$903K	+$969K	1	0.03%	New
152	FMT First Mercantile Trust Cordova, Tennessee	$857K	+$64.3K	1	0.07%	Increased
153	VanEck Associates New York	$840K	-$71.2K	3	0%	Reduced
154	Ladenburg Thalmann Financial Services Miami, Florida	$802K	+$7.39K	5	0.02%	Increased
155	GS Gagnon Securities New York	$793K	+$14K	1	0.26%	Increased
156	Tower Research Capital (TRC) New York	$770K	+$470K	5	0.1%	Increased
157	AIG American International Group New York	$754K	+$447K	3	0%	Increased
158	AL Airain Ltd St. Peter Port, Guernsey	$739K	+$300K	1	0.05%	Increased
159	Geode Capital Management Boston, Massachusetts	$691K	+$62K	2	0%	Increased
160	CAM Capstone Asset Management Houston, Texas	$685K	+$25.9K	1	0.02%	Increased
161	MC Martin Currie Edinburgh, United Kingdom	$680K	$0	1	0.06%	Maintained
162	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$651K	+$512K	4	0.02%	Increased
163	BNP Paribas Financial Markets Paris, France	$615K	-$1.32M	3	0%	Reduced
164	TCM Tanaka Capital Management New York	$591K	-$1.94K	1	1.63%	Reduced
165	California Public Employees Retirement System Sacramento, California	$587K	$0	2	0%	Maintained
166	CCM Coe Capital Management Highland Park, Illinois	$562K	+$13.6K	1	0.23%	Increased
167	Comerica Bank Dallas, Texas	$547K	-$717K	1	0%	Reduced
168	PCM Perritt Capital Management Chicago, Illinois	$525K	$0	1	0.09%	Maintained
169	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$491K	+$13.8K	1	0.01%	Increased
170	PP PDT Partners New York	$489K	+$525K	1	0.01%	New
171	Commonwealth Equity Services Waltham, Massachusetts	$461K	+$211K	2	0%	Increased
172	AQR Capital Management Greenwich, Connecticut	$456K	-$1.31M	1	0%	Reduced
173	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$456K	+$135K	1	0.01%	Increased
174	SCI S&CO Inc Boston, Massachusetts	$453K	+$50.8K	1	0.06%	Increased
175	RTIM Round Table Investment Management Charlotte, North Carolina	$446K	$0	1	0.35%	Maintained