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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	RC Riposte Capital New York	$5.97M	+$6.02M	1	1.68%	New
177	Zurich Cantonal Bank Zurich, Switzerland	$5.81M	+$408K	6	0.03%	Increased
178	Rubric Capital Management (New York) New York	$5.67M	+$5.88M	1	0.25%	New
179	Jump Financial Chicago, Illinois	$5.63M	-$1.26M	2	0.3%	Reduced
180	Jefferies Financial Group New York	$5.61M	+$5.73M	2	0.04%	New
181	State of Tennessee, Department of Treasury Nashville, Tennessee	$5.57M	-$870K	1	0.03%	Reduced
182	CP Cumberland Partners Toronto, Ontario, Canada	$5.52M	-$2.53M	1	0.58%	Reduced
183	DS Dudley & Shanley Palm Beach, Florida	$5.46M	$0	1	1.23%	Maintained
184	SCU Spinnaker Capital (UK) London England, United Kingdom	$5.46M	-$2.8M	1	41.9%	Reduced
185	DA Duality Advisers Miami, Florida	$5.37M	+$3.82M	1	0.61%	Increased
186	RhumbLine Advisers Boston, Massachusetts	$5.33M	+$177K	4	0.01%	Increased
187	PI Parkside Investments Deerfield, Illinois	$5.17M	+$221K	1	1.03%	Increased
188	Raymond James Financial Services Advisors St. Petersburg, Florida	$4.98M	+$211K	5	0.01%	Increased
189	Robertson Stephens Wealth Management San Francisco, California	$4.97M	+$303K	1	0.48%	Increased
190	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$4.95M	+$12.9K	1	3.14%	Increased
191	GWM Greenwich Wealth Management Greenwich, Connecticut	$4.94M	$0	2	0.54%	Maintained
192	HSBC Holdings London, United Kingdom	$4.91M	+$1.8M	3	0.01%	Increased
193	FSA Financial Sense Advisors San Diego, California	$4.89M	-$143K	2	2%	Reduced
194	PL Parkwood LLC Cleveland, Ohio	$4.85M	$0	2	0.73%	Maintained
195	Ninety One (UK) London, United Kingdom	$4.84M	+$5.02M	1	0.02%	New
196	MIM Merrion Investment Management Cranford, New Jersey	$4.81M	+$423K	1	4.48%	Increased
197	Barclays London, United Kingdom	$4.76M	+$254K	8	0%	Increased
198	ROC Robertson Opportunity Capital Dallas, Texas	$4.74M	$0	1	2.77%	Maintained
199	Rockefeller Capital Management New York	$4.63M	-$323K	3	0.02%	Reduced
200	Madison Asset Management Madison, Wisconsin	$4.45M	+$89K	2	0.07%	Increased