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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	Synovus Financial Columbus, Georgia	$736K	+$47K	1	0.01%	Increased
152	BA Ballew Advisors Jackson, Mississippi	$734K	-$207K	1	0.67%	Reduced
153	GS Gagnon Securities New York	$722K	$0	3	0.17%	Maintained
154	First Manhattan New York	$719K	-$741K	2	0%	Reduced
155	Commonwealth Equity Services Waltham, Massachusetts	$700K	+$102K	4	0%	Increased
156	Parallax Volatility Advisers San Francisco, California	$696K	-$1.4M	1	0%	Reduced
157	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$687K	+$20.7K	2	0.09%	Increased
158	Aperio Group Sausalito, California	$681K	-$234K	2	0%	Reduced
159	AllianceBernstein Nashville, Tennessee	$645K	-$35.6K	4	0%	Reduced
160	DCM Dupont Capital Management Wilmington, Delaware	$631K	$0	1	0.01%	Maintained
161	CP Cumberland Partners Toronto, Ontario, Canada	$618K	-$211K	1	0.06%	Reduced
162	T TOBAM Paris, France	$617K	-$809K	1	0.04%	Reduced
163	CM CoreCommodity Management Stamford, Connecticut	$610K	+$3.14K	1	0.38%	Increased
164	GH GAM Holding Zurich, Switzerland	$604K	+$28.2K	1	0.03%	Increased
165	NewEdge Advisors New Orleans, Louisiana	$595K	+$32.9K	2	0.03%	Increased
166	LCM Lonestar Capital Management San Francisco, California	$585K	-$2.13M	1	0.19%	Reduced
167	IRC Investors Research Corp Atlanta, Georgia	$583K	-$3.76K	1	0.3%	Reduced
168	Advisor Group Phoenix, Arizona	$564K	+$315K	8	0%	Increased
169	Fiera Capital (Canada) Montreal, Quebec, Canada	$564K	-$20.3K	1	0%	Reduced
170	BNP Paribas Financial Markets Paris, France	$562K	+$48.6K	4	0%	Increased
171	Janus Henderson Group London,	$556K	$0	1	0%	Maintained
172	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$541K	+$11.9K	2	0%	Increased
173	Assenagon Asset Management Senningerberg, Luxembourg	$540K	+$534K	1	0%	New
174	FI Fosun International Hong Kong, China	$530K	+$498K	1	0.06%	New
175	P Pitcairn Conshohocken, Pennsylvania	$511K	+$55.5K	1	0.05%	Increased