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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	VI Versor Investments New York	$352K	+$384K	1	0.1%	New
177	WBC Westpac Banking Corp Sydney, Australia	$347K	$0	1	0.01%	Maintained
178	CM CoreCommodity Management Stamford, Connecticut	$325K	+$1.7K	1	0.31%	Increased
179	Simplex Trading Chicago, Illinois	$315K	+$278K	3	0.01%	Increased
180	Lincoln National Corp Radnor, Pennsylvania	$306K	+$316K	1	0.01%	New
181	Virginia Retirement Systems Richmond, Virginia	$290K	$0	1	0%	Maintained
182	CS Credential Securities Vancouver,	$287K	+$22.3K	1	0.09%	Increased
183	FA FDx Advisors Chicago, Illinois	$279K	-$67K	1	0.01%	Reduced
184	CI CAZ Investments Houston, Texas	$274K	$0	1	0.22%	Maintained
185	HT HAP Trading New York	$273K	+$106K	1	0.01%	Increased
186	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$269K	+$1.43K	1	0.03%	Increased
187	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$267K	-$67K	2	0%	Reduced
188	Neuberger Berman Group New York	$266K	-$1.79K	1	0%	Reduced
189	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$263K	-$204K	1	0.06%	Reduced
190	M&T Bank Buffalo, New York	$260K	+$318	1	0%	Increased
191	Creative Planning Overland Park, Kansas	$242K	+$44.5K	6	0%	Increased
192	VAM Verity Asset Management Durham, North Carolina	$233K	+$18.9K	2	0.17%	Increased
193	Korea Investment Corp Seoul, South Korea	$227K	+$4.39K	1	0%	Increased
194	WAM World Asset Management Detroit, Michigan	$226K	+$2.58K	2	0.01%	Increased
195	Royce & Associates New York	$223K	$0	1	0%	Maintained
196	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$221K	+$31.4K	1	0.03%	Increased
197	RhumbLine Advisers Boston, Massachusetts	$210K	+$184K	1	0%	New
198	PCM Prelude Capital Management New York	$209K	+$229K	1	0.02%	New
199	First Allied Advisory Services San Diego, California	$205K	+$193K	2	0.01%	Increased
200	Jane Street New York	$190K	-$6M	3	0%	Reduced