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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	$304K	-$21.4K	1	0.1%	Reduced
152	CC Cipher Capital New York	$302K	-$106K	1	0.02%	Reduced
153	CG Cutler Group San Francisco, California	$298K	+$243K	2	0.01%	Increased
154	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$282K	-$1.06K	1	0.03%	Reduced
155	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$279K	-$54.8K	1	0.01%	Reduced
156	Raymond James & Associates St Petersburg, Florida	$266K	+$29.4K	2	0%	Increased
157	Private Advisor Group Morristown, New Jersey	$264K	+$290K	1	0.01%	New
158	DL Delta Lloyd Amsterdam, Netherlands	$247K	$0	1	0.01%	Maintained
159	PEAK6 Group Chicago, Illinois	$245K	-$63.7K	2	0%	Reduced
160	ED Exane Derivatives Paris, France	$240K	-$311K	4	0.04%	Reduced
161	HT HAP Trading New York	$240K	+$270K	1	0.01%	New
162	Edge Asset Management Seattle, Washington	$238K	$0	1	0%	Maintained
163	TCM Tanaka Capital Management New York	$235K	$0	1	0.56%	Maintained
164	Cubist Systematic Strategies Stamford, Connecticut	$232K	-$272K	1	0.01%	Reduced
165	WAM World Asset Management Detroit, Michigan	$227K	+$18.9K	1	0.01%	Increased
166	CM CoreCommodity Management Stamford, Connecticut	$225K	+$693	1	0.23%	Increased
167	Charles Schwab San Francisco, California	$224K	$0	1	0%	Maintained
168	Caprock Group Boise, Idaho	$219K	+$246K	1	0.05%	New
169	Commonwealth Equity Services Waltham, Massachusetts	$216K	+$11.5K	2	0%	Increased
170	SCM Schneider Capital Management Berwyn, Pennsylvania	$215K	-$1.32K	1	0.03%	Reduced
171	Bradley Foster & Sargent Hartford, Connecticut	$214K	$0	1	0.01%	Maintained
172	VAM Verity Asset Management Durham, North Carolina	$214K	-$25.4K	2	0.2%	Reduced
173	Royce & Associates New York	$210K	$0	1	0%	Maintained
174	CS Credential Securities Vancouver,	$208K	+$23.1K	1	0.09%	Increased
175	TSS Two Sigma Securities New York	$201K	+$202K	3	0.07%	Increased