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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	SCM Stevens Capital Management Radnor, Pennsylvania	$653K	+$339K	1	0.02%	Increased
177	Commonwealth Equity Services Waltham, Massachusetts	$630K	-$44.7K	1	0%	Reduced
178	EI EAM Investors Solana Beach, California	$612K	+$551K	1	0.09%	New
179	Fiera Capital (Canada) Montreal, Quebec, Canada	$594K	-$21K	1	0%	Reduced
180	M&T Bank Buffalo, New York	$591K	$0	1	0%	Maintained
181	CH CVI Holdings Wilmington, Delaware	$586K	+$556K	1	0.97%	New
182	Jefferies Group New York	$582K	-$628K	1	0%	Reduced
183	California Public Employees Retirement System Sacramento, California	$576K	$0	2	0%	Maintained
184	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$565K	-$28.9K	1	0.08%	Reduced
185	AIG American International Group New York	$549K	+$201K	3	0%	Increased
186	P Pitcairn Conshohocken, Pennsylvania	$536K	+$67.4K	1	0.06%	Increased
187	SAM Shell Asset Management The Hague, Netherlands	$535K	+$21.3K	2	0.01%	Increased
188	Raymond James Financial Services Advisors St. Petersburg, Florida	$514K	-$566K	1	0%	Reduced
189	New York State Common Retirement Fund Albany, New York	$498K	$0	2	0%	Maintained
190	VWA V Wealth Advisors Overland Park, Kansas	$497K	-$16.5K	1	0.23%	Reduced
191	Nordea Investment Management Stockholm, Sweden	$483K	+$345K	1	0%	New
192	CP Cumberland Partners Toronto, Ontario, Canada	$481K	-$521K	1	0.05%	Reduced
193	ED Exane Derivatives Paris, France	$479K	-$510K	5	0.09%	Reduced
194	RhumbLine Advisers Boston, Massachusetts	$477K	+$10.3K	2	0%	Increased
195	Tocqueville Asset Management New York	$470K	-$2.63K	1	0.01%	Reduced
196	Crossmark Global Holdings Houston, Texas	$468K	+$63.4K	1	0.01%	Increased
197	DCM Dupont Capital Management Wilmington, Delaware	$466K	$0	1	0.01%	Maintained
198	PEAK6 Investments Chicago, Illinois	$465K	+$425K	2	0%	New
199	Trexquant Investment Stamford, Connecticut	$457K	+$144K	1	0.03%	Increased
200	Capital Fund Management (CFM) Paris, France	$454K	-$227K	1	0%	Reduced