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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	HAM Highstreet Asset Management London, Ontario, Canada	$487K	+$506K	1	0.1%	New
152	EVC Eidelman Virant Capital Saint Louis, Missouri	$486K	+$500K	2	0.29%	New
153	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$472K	-$31.5K	3	0.01%	Reduced
154	PP Paloma Partners Greenwich, Connecticut	$471K	-$501K	1	0.01%	Reduced
155	BlueCrest Capital Management St Helier, Jersey	$435K	+$112K	1	0.02%	Increased
156	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$431K	+$7.25K	2	0%	Increased
157	Charles Schwab San Francisco, California	$409K	$0	2	0%	Maintained
158	SCP Sandhill Capital Partners Buffalo, New York	$402K	-$14.5K	1	0.13%	Reduced
159	CS Credential Securities Vancouver,	$401K	+$11.8K	1	0.26%	Increased
160	SCM Schneider Capital Management Berwyn, Pennsylvania	$382K	+$15.7K	1	0.08%	Increased
161	HighTower Advisors Chicago, Illinois	$370K	+$218K	1	0%	Increased
162	TCM Tanaka Capital Management New York	$370K	-$167K	2	0.8%	Reduced
163	Jane Street New York	$367K	+$223K	1	0%	Increased
164	Teachers Advisors New York	$359K	-$23.5K	2	0%	Reduced
165	DL Delta Lloyd Amsterdam, Netherlands	$355K	$0	1	0.01%	Maintained
166	DCM Dupont Capital Management Wilmington, Delaware	$354K	-$15.1K	1	0.01%	Reduced
167	Guggenheim Capital Chicago, Illinois	$354K	+$108K	2	0%	Increased
168	Bradley Foster & Sargent Hartford, Connecticut	$334K	$0	1	0.02%	Maintained
169	M&T Bank Buffalo, New York	$330K	-$101K	1	0%	Reduced
170	VAM Verity Asset Management Durham, North Carolina	$328K	+$288K	2	0.38%	Increased
171	Commonwealth Equity Services Waltham, Massachusetts	$326K	-$148K	1	0%	Reduced
172	CM CoreCommodity Management Stamford, Connecticut	$322K	+$40.1K	1	0.3%	Increased
173	Edge Asset Management Seattle, Washington	$306K	$0	1	0%	Maintained
174	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$305K	+$303K	4	0.03%	New
175	Royce & Associates New York	$302K	$0	1	0%	Maintained