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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	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$14.8M	+$513K	2	2.31%	Increased
152	ArrowMark Colorado Holdings Denver, Colorado	$14.8M	-$507K	1	0.18%	Reduced
153	Beutel, Goodman & Co Toronto, Ontario, Canada	$14.8M	-$6.12M	1	0.08%	Reduced
154	Commonwealth Equity Services Waltham, Massachusetts	$14.8M	+$1.6M	7	0.02%	Increased
155	SBF Sara-Bay Financial Sarasota, Florida	$14.4M	+$554K	1	5.85%	Increased
156	DekaBank Deutsche Girozentrale Frankfurt, Germany	$14.4M	+$7.57M	1	0.03%	Increased
157	Confluence Investment Management St. Louis, Missouri	$14.1M	+$1.03M	4	0.2%	Increased
158	Zurich Cantonal Bank Zurich, Switzerland	$13.9M	+$3.34M	9	0.05%	Increased
159	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$13.7M	-$16M	7	0.02%	Reduced
160	BCM Bienville Capital Management New York	$13.6M	$0	1	3.26%	Maintained
161	TGCMU Titan Global Capital Management USA New York	$13.5M	-$641K	4	2.15%	Reduced
162	SI Sprott Inc Toronto, Ontario, Canada	$13.4M	-$764K	9	0.99%	Reduced
163	TF Trek Financial Scottsdale, Arizona	$13.4M	-$1.62M	2	1.06%	Reduced
164	Allianz Asset Management Munich, Germany	$13.4M	+$7.38M	1	0.02%	Increased
165	CP Cumberland Partners Toronto, Ontario, Canada	$13.3M	-$3.09K	1	0.97%	Reduced
166	RAM Riggs Asset Management Dallas, Pennsylvania	$13.2M	+$7.45M	2	3.94%	Increased
167	WCM Westend Capital Management Sausalito, California	$12.8M	+$32.7K	1	4.51%	Increased
168	State of Tennessee, Department of Treasury Nashville, Tennessee	$12.5M	+$133K	1	0.05%	Increased
169	FCG Fielder Capital Group Nashville, Tennessee	$12.5M	-$177K	5	4.8%	Reduced
170	Discovery Capital Management South Norwalk, Connecticut	$12.5M	+$6.61M	2	1.6%	Increased
171	Rockefeller Capital Management New York	$12.4M	+$6.94M	5	0.04%	Increased
172	Federated Hermes Pittsburgh, Pennsylvania	$12.2M	-$924K	2	0.03%	Reduced
173	Man Group London, United Kingdom	$12.2M	-$78.7M	2	0.03%	Reduced
174	GTS Securities Miami, Florida	$12M	-$8.17M	4	0.03%	Reduced
175	JCM Janney Capital Management Pittsburgh, Pennsylvania	$11.9M	-$236K	1	0.84%	Reduced