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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	WCM Westend Capital Management Sausalito, California	$12.5M	+$281K	1	4.29%	Increased
177	KC Kadensa Capital Central, Hong Kong	$12.4M	+$2.24M	1	3.25%	Increased
178	TGCMU Titan Global Capital Management USA New York	$12M	-$562K	4	1.88%	Reduced
179	BCM Bornite Capital Management New York	$11.9M	+$2.18M	1	2.11%	Increased
180	State of Tennessee, Department of Treasury Nashville, Tennessee	$11.9M	-$260K	1	0.04%	Reduced
181	KCM Kingdon Capital Management New York	$11.6M	+$3.73M	1	1.29%	Increased
182	MIM Merrion Investment Management Cranford, New Jersey	$11.3M	-$13.1K	1	7.43%	Reduced
183	Group One Trading Chicago, Illinois	$11.2M	+$3.55M	5	0.03%	Increased
184	GC Glenorchy Capital Boorolite, Australia	$10.9M	+$104K	2	3.43%	Increased
185	PI Parkside Investments Deerfield, Illinois	$10.8M	+$566K	1	1.63%	Increased
186	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$10.7M	+$2.11M	1	0.75%	Increased
187	WC Whitney & Co Rochester, New York	$10.7M	+$2.88M	1	1.15%	Increased
188	Pictet Asset Management Carouge, Switzerland	$10.7M	+$264K	5	0.01%	Increased
189	AWAM Appian Way Asset Management New York	$10.6M	+$8.1M	1	2.39%	Increased
190	Cambridge Investment Research Advisors Fairfield, Iowa	$10.6M	+$924K	11	0.04%	Increased
191	Man Group London, United Kingdom	$10.4M	-$1.22M	3	0.03%	Reduced
192	HA Heartland Advisors Milwaukee, Wisconsin	$10.3M	+$1.9M	1	0.54%	Increased
193	GWM Greenwich Wealth Management Greenwich, Connecticut	$10.2M	+$12.5K	2	0.69%	Increased
194	HSBC Holdings London, United Kingdom	$10.1M	+$6.18M	6	0.01%	Increased
195	FFG Fortem Financial Group Palm Desert, California	$10.1M	+$2.98M	1	4.09%	Increased
196	ES Eagle Strategies New York	$10M	+$2.64M	1	1.81%	Increased
197	UBS O'Connor Chicago, Illinois	$10M	+$9.14M	1	0.25%	New
198	Osaic Holdings Scottsdale, Arizona	$9.93M	-$706K	12	0.02%	Reduced
199	Rockefeller Capital Management New York	$9.91M	-$3.16M	4	0.03%	Reduced
200	ST Spinnaker Trust Portland, Maine	$9.88M	-$86.3K	1	0.61%	Reduced