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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	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$3.56M	+$3.1M	4	0%	New
177	Rockefeller Capital Management New York	$3.48M	+$996K	3	0.02%	Increased
178	WP WealthSource Partners San Luis Obispo, California	$3.47M	+$2.47M	2	0.3%	Increased
179	PNC Financial Services Group Pittsburgh, Pennsylvania	$3.43M	+$12K	4	0%	Increased
180	VanEck Associates New York	$3.37M	+$9.04K	4	0.01%	Increased
181	MFS Mirabella Financial Services London, United Kingdom	$3.34M	+$2.82M	2	0.44%	New
182	Nomura Holdings Tokyo, Japan	$3.32M	+$445K	1	0.01%	Increased
183	Waratah Capital Advisors Toronto, Ontario, Canada	$3.25M	-$1.94M	1	0.05%	Reduced
184	Cubist Systematic Strategies Stamford, Connecticut	$3.23M	+$1.57M	4	0.04%	Increased
185	Belvedere Trading Chicago, Illinois	$3.08M	+$905K	2	0.08%	Increased
186	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.97M	+$29.3K	1	0.01%	Increased
187	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$2.93M	-$662K	1	0.12%	Reduced
188	PAM Pinpoint Asset Management Hong Kong	$2.93M	+$2.1M	1	1.08%	New
189	SEC Seven Eight Capital New York	$2.92M	+$2.32M	2	0.28%	Increased
190	PP Pacifica Partners Surrey, Canada	$2.85M	-$41.8K	4	2.07%	Reduced
191	GC Gratia Capital Los Angeles, California	$2.83M	-$300K	2	2.36%	Reduced
192	E Ergoteles New York	$2.81M	+$2.43M	2	0.1%	New
193	ExodusPoint Capital Management New York	$2.8M	+$1.75M	3	0.04%	Increased
194	Davenport & Co Richmond, Virginia	$2.78M	+$186K	3	0.02%	Increased
195	State of Wisconsin Investment Board Madison, Wisconsin	$2.74M	+$166K	2	0.01%	Increased
196	Geneos Wealth Management Englewood, Colorado	$2.68M	-$23.6K	6	0.1%	Reduced
197	Meitav Investment House Bene-Beraq, Israel	$2.62M	$0	1	0.04%	Maintained
198	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$2.6M	+$84.4K	1	0.3%	Increased
199	Simplex Trading Chicago, Illinois	$2.56M	+$353K	7	0%	Increased
200	Envestnet Asset Management Chicago, Illinois	$2.53M	+$72K	3	0%	Increased