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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
201	NIMC NWQ Investment Management Company Los Angeles, California	$268K	+$264K	1	0%	New
202	MAA Mraz Amerine & Associates Modesto, California	$238K	+$234K	1	0.12%	New
203	Jefferies Group New York	$236K	+$229K	2	0%	New
204	AAP Ardsley Advisory Partners Stamford, Connecticut	$232K	+$245K	1	0.05%	New
205	BNP Paribas Asset Management Paris, France	$229K	+$226K	1	0%	New
206	Creative Planning Overland Park, Kansas	$229K	+$223K	4	0.01%	New
207	Wilmington Trust National Association Wilmington, Delaware	$225K	+$222K	1	0.01%	New
208	Janney Montgomery Scott Philadelphia, Pennsylvania	$221K	+$217K	1	0.02%	New
209	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$220K	+$221K	1	0.01%	New
210	MLL Moody Lynn & Lieberson Boston, Massachusetts	$216K	+$212K	1	0.04%	New
211	MLICM Metropolitan Life Insurance Company (MetLife) New York	$212K	+$152K	1	0%	New
212	SCP Sandhill Capital Partners Buffalo, New York	$208K	+$204K	1	0.1%	New
213	EPIM Equinox Partners Investment Management Stamford, Connecticut	$206K	+$218K	1	0.08%	New
214	VOYA Investment Management Atlanta, Georgia	$198K	+$142K	1	0%	New
215	AIG American International Group New York	$198K	+$201K	4	0%	New
216	Wolverine Asset Management Chicago, Illinois	$197K	+$194K	1	0.01%	New
217	PCM Proxima Capital Management New York	$191K	+$8.81K	1	0.04%	New
218	Jacobs Levy Equity Management Florham Park, New Jersey	$189K	+$218K	1	0%	New
219	Verition Fund Management Greenwich, Connecticut	$189K	+$199K	1	0.03%	New
220	NCM Newland Capital Management New York	$177K	+$184K	1	0.12%	New
221	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$175K	+$183K	2	0.03%	New
222	Bragg Financial Advisors Charlotte, North Carolina	$174K	+$200K	1	0.05%	New
223	BlackRock Advisors Wilmington, Delaware	$173K	+$156K	3	0%	New
224	SSB Sandy Spring Bank Olney, Maryland	$141K	+$141K	2	0.02%	New
225	FMA FNY Managed Accounts New York	$139K	+$137K	1	0.22%	New