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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
176	RHBC R.H. Bluestein & Co Birmingham, Michigan	$542K	$0	1	0.04%	Maintained
177	HBK Investments Dallas, Texas	$531K	+$590K	1	0.01%	New
178	Bridgeway Capital Management Houston, Texas	$512K	$0	1	0.02%	Maintained
179	Charles Schwab San Francisco, California	$495K	-$21K	2	0%	Reduced
180	MCM Marathon Capital Management Hunt Valley, Maryland	$486K	+$10K	1	0.42%	Increased
181	Placemark Investments Chicago, Illinois	$476K	-$88.6K	1	0.01%	Reduced
182	HCS Harvest Capital Strategies San Francisco, California	$473K	+$579K	1	0.03%	New
183	Aperio Group Sausalito, California	$465K	+$83K	1	0.01%	Increased
184	Teachers Advisors New York	$465K	+$7.62K	2	0%	Increased
185	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$462K	+$16.9K	1	0.01%	Increased
186	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$460K	+$50.2K	1	0%	Increased
187	Commonwealth Equity Services Waltham, Massachusetts	$458K	-$53.6K	1	0.01%	Reduced
188	CAM Capstone Asset Management Houston, Texas	$441K	+$63.2K	1	0.01%	Increased
189	WSCM Wellington Shields Capital Management New York	$408K	-$116K	2	0.08%	Reduced
190	Virginia Retirement Systems Richmond, Virginia	$401K	+$2.01K	1	0.01%	Increased
191	DTL Dynamic Technology Lab Singapore	$373K	+$415K	1	0.3%	New
192	Neuberger Berman Group New York	$371K	-$7.22K	1	0%	Reduced
193	SAC Capital Advisors Stamford, Connecticut	$367K	+$408K	1	0%	New
194	RhumbLine Advisers Boston, Massachusetts	$358K	+$10.4K	2	0%	Increased
195	Ladenburg Thalmann Financial Services Miami, Florida	$349K	+$1K	3	0.01%	Increased
196	Kornitzer Capital Management Shawnee Mission, Kansas	$334K	$0	1	0%	Maintained
197	Commerzbank Aktiengesellschaft Frankfurt, Germany	$330K	-$225K	3	0%	Reduced
198	AL Airain Ltd St. Peter Port, Guernsey	$322K	+$358K	1	0.06%	New
199	RCM Rivernorth Capital Management West Palm Beach, Florida	$320K	+$355K	1	0.03%	New
200	AIG American International Group New York	$310K	+$92.5K	5	0%	Increased