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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	CP Cumberland Partners Toronto, Ontario, Canada	$3.39M	+$1.49M	1	0.27%	Increased
152	KA Kercheville Advisors San Antonio, Texas	$3.31M	+$322K	4	1.53%	Increased
153	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$3.26M	$0	1	0.13%	Maintained
154	Pictet Asset Management (UK) London, United Kingdom	$3.2M	-$189K	4	0%	Reduced
155	HighTower Advisors Chicago, Illinois	$3.19M	+$378K	5	0.01%	Increased
156	HRT Financial New York	$3.18M	+$452K	1	0.03%	Increased
157	Millennium Management New York	$3.05M	-$2.09M	4	0%	Reduced
158	DCM Dupont Capital Management Wilmington, Delaware	$3.05M	-$23.9K	1	0.07%	Reduced
159	Janus Henderson Group London,	$3.02M	-$4.77M	2	0%	Reduced
160	PNC Financial Services Group Pittsburgh, Pennsylvania	$3.01M	+$30.1K	2	0%	Increased
161	Twin Tree Management Dallas, Texas	$3.01M	-$754K	1	0.01%	Reduced
162	Robertson Stephens Wealth Management San Francisco, California	$3.01M	+$146K	1	0.36%	Increased
163	O'Shaughnessy Asset Management Stamford, Connecticut	$3M	+$2.42M	3	0.06%	Increased
164	VanEck Associates New York	$2.92M	-$505K	5	0.01%	Reduced
165	ED Exane Derivatives Paris, France	$2.88M	-$2.57M	7	0.65%	Reduced
166	PP Pacifica Partners Surrey, Canada	$2.84M	+$590K	4	2.16%	Increased
167	EI EAM Investors Solana Beach, California	$2.8M	-$340K	2	0.43%	Reduced
168	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.77M	+$264K	2	0.39%	Increased
169	Zurich Cantonal Bank Zurich, Switzerland	$2.75M	+$42.7K	3	0.02%	Increased
170	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.68M	+$31.2K	1	0.01%	Increased
171	GC Gratia Capital Los Angeles, California	$2.65M	+$1.59M	1	2.97%	Increased
172	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$2.63M	+$605K	4	0%	Increased
173	Macquarie Group Sydney, NSW 2000, Australia	$2.44M	+$2M	1	0%	Increased
174	Nomura Holdings Tokyo, Japan	$2.42M	+$2.38M	2	0.01%	New
175	Geneos Wealth Management Englewood, Colorado	$2.35M	+$61K	5	0.09%	Increased