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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	Associated Banc-Corp Green Bay, Wisconsin	$496K	$0	1	0.03%	Maintained
177	HighTower Advisors Chicago, Illinois	$496K	+$307K	3	0%	Increased
178	MN Services Vermogensbeheer The Hague, Netherlands	$494K	+$819K	1	0.02%	Increased
179	PP Paloma Partners Greenwich, Connecticut	$494K	+$483K	2	0.01%	New
180	Andra AP-fonden Goteborg, Sweden	$486K	-$150K	1	0.01%	Reduced
181	Charles Schwab San Francisco, California	$486K	-$263K	1	0%	Reduced
182	Comerica Bank Dallas, Texas	$475K	-$2.31K	2	0%	Reduced
183	JP Morgan Private Wealth Advisors San Francisco, California	$475K	-$16.4K	2	0%	Reduced
184	Capital Fund Management (CFM) Paris, France	$467K	+$474K	1	0%	New
185	BNP Paribas Asset Management Paris, France	$434K	-$25.7K	1	0%	Reduced
186	Teachers Advisors New York	$434K	$0	1	0%	Maintained
187	MCM Matarin Capital Management New York	$424K	+$430K	1	0.03%	New
188	SAM Shell Asset Management The Hague, Netherlands	$423K	+$10.5K	2	0.01%	Increased
189	AAM Augustine Asset Management Jacksonville, Florida	$386K	-$573K	1	0.22%	Reduced
190	Tocqueville Asset Management New York	$384K	-$7.97M	1	0%	Reduced
191	HAM Highstreet Asset Management London, Ontario, Canada	$383K	-$17.4K	1	0.02%	Reduced
192	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$381K	+$2.41K	1	0%	Increased
193	CM CoreCommodity Management Stamford, Connecticut	$375K	+$28.2K	1	0.31%	Increased
194	Advisory Services Network Atlanta, Georgia	$357K	-$2.27K	3	0.03%	Reduced
195	Lincoln National Corp Radnor, Pennsylvania	$352K	-$5.56K	1	0.01%	Reduced
196	NewEdge Advisors New Orleans, Louisiana	$352K	+$345K	1	0.05%	New
197	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$335K	-$176K	1	0%	Reduced
198	SSG Summit Securities Group New York	$324K	+$329K	1	0.04%	New
199	FCA Florence Capital Advisors New York	$322K	+$292K	3	0.32%	New
200	AIG American International Group New York	$316K	+$611	2	0%	Increased