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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	LMR Partners London, United Kingdom	$575K	+$572K	2	0.05%	New
177	Geode Capital Management Boston, Massachusetts	$555K	-$219K	1	0%	Reduced
178	SCM Schneider Capital Management Berwyn, Pennsylvania	$553K	+$380K	1	0.06%	Increased
179	Edge Asset Management Seattle, Washington	$541K	-$102K	1	0.01%	Reduced
180	Rathbones Group Liverpool, United Kingdom	$533K	-$26.6K	2	0.04%	Reduced
181	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$524K	-$168K	1	0.56%	Reduced
182	California Public Employees Retirement System Sacramento, California	$522K	-$560K	1	0%	Reduced
183	Bridgeway Capital Management Houston, Texas	$521K	+$182K	2	0.01%	Increased
184	CAM Capstone Asset Management Houston, Texas	$520K	-$2.09K	1	0.02%	Reduced
185	CCM Coe Capital Management Highland Park, Illinois	$490K	-$1.28M	1	0.18%	Reduced
186	Commonwealth Equity Services Waltham, Massachusetts	$476K	-$24.9K	1	0.01%	Reduced
187	AIM Acuity Investment Management Toronto, Ontario, Canada	$464K	+$293K	1	0.32%	Increased
188	SCM Signia Capital Management Spokane, Washington	$456K	-$1.48M	1	0.2%	Reduced
189	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$429K	-$50.1K	1	0.01%	Reduced
190	WAM World Asset Management Detroit, Michigan	$423K	-$14.4K	1	0.01%	Reduced
191	CS Credential Securities Vancouver,	$423K	+$26.2K	1	0.28%	Increased
192	CBB Citizens Business Bank Ontario, California	$408K	$0	1	0.08%	Maintained
193	Capital Fund Management (CFM) Paris, France	$407K	-$1.43M	1	0%	Reduced
194	SIA SeaBridge Investment Advisors Summit, New Jersey	$405K	+$431K	1	0.08%	New
195	Millennium Management New York	$396K	-$9.43M	3	0%	Reduced
196	CWA Constellation Wealth Advisors New York	$392K	$0	1	0.04%	Maintained
197	Virginia Retirement Systems Richmond, Virginia	$373K	$0	1	0.01%	Maintained
198	SCI S&CO Inc Boston, Massachusetts	$368K	+$172K	1	0.05%	Increased
199	Aperio Group Sausalito, California	$366K	-$333K	1	0.01%	Reduced
200	Wolverine Asset Management Chicago, Illinois	$364K	-$117K	1	0.01%	Reduced