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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	GS Gagnon Securities New York	$700K	-$3.04M	1	0.22%	Reduced
177	TCM Tanaka Capital Management New York	$699K	+$730K	1	2.08%	New
178	Mirae Asset Global Investments Seoul, South Korea	$637K	-$16.6K	1	0.02%	Reduced
179	Ameriprise Minneapolis, Minnesota	$620K	+$14.8K	1	0%	Increased
180	PCM Perritt Capital Management Chicago, Illinois	$612K	-$165K	1	0.11%	Reduced
181	SWA SFMG Wealth Advisors Plano, Texas	$602K	+$630K	1	0.13%	New
182	California Public Employees Retirement System Sacramento, California	$587K	+$153K	2	0%	Increased
183	OL Orbitronix LP Newport Beach, California	$583K	-$611K	1	0.35%	Reduced
184	AAP Ardsley Advisory Partners Stamford, Connecticut	$574K	+$601K	1	0.09%	New
185	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$563K	-$3.43K	1	0.01%	Reduced
186	AL Airain Ltd St. Peter Port, Guernsey	$542K	+$567K	1	0.04%	New
187	Virginia Retirement Systems Richmond, Virginia	$539K	+$249K	1	0.01%	Increased
188	Janney Montgomery Scott Philadelphia, Pennsylvania	$530K	-$44.6K	1	0.01%	Reduced
189	M&T Bank Buffalo, New York	$528K	-$370K	1	0%	Reduced
190	RTIM Round Table Investment Management Charlotte, North Carolina	$525K	$0	1	0.2%	Maintained
191	CCM Coe Capital Management Highland Park, Illinois	$502K	+$505K	1	0.16%	New
192	BCM Bluefin Capital Management New York	$491K	+$298K	1	0.03%	Increased
193	SCI S&CO Inc Boston, Massachusetts	$478K	+$2.06K	1	0.07%	Increased
194	CCA Castle Creek Arbitrage Avon, Colorado	$476K	-$6	1	0.02%	Reduced
195	Kennedy Capital Management St Louis, Missouri	$463K	-$689K	1	0.01%	Reduced
196	AI ArchPoint Investors Coral Gables, Florida	$461K	-$118K	1	0.34%	Reduced
197	CS Credential Securities Vancouver,	$424K	+$41.2K	1	0.27%	Increased
198	Parallax Volatility Advisers San Francisco, California	$417K	+$292K	2	0%	Increased
199	RHBC R.H. Bluestein & Co Birmingham, Michigan	$410K	-$85.8K	1	0.03%	Reduced
200	Quantbot Technologies New York	$404K	+$423K	1	0.13%	New