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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	PP Paloma Partners Greenwich, Connecticut	$335K	+$313K	1	0.02%	New
202	Neuberger Berman Group New York	$325K	-$94.1K	1	0%	Reduced
203	AIG American International Group New York	$320K	-$2.16K	6	0%	Reduced
204	VAM Verity Asset Management Durham, North Carolina	$316K	+$302K	1	0.35%	New
205	QS Investors New York	$302K	$0	1	0.01%	Maintained
206	Anchor Capital Advisors Boston, Massachusetts	$300K	$0	1	0.01%	Maintained
207	SFSIG San Francisco Sentry Investment Group San Francisco, California	$291K	$0	2	0.1%	Maintained
208	AQR Capital Management Greenwich, Connecticut	$282K	-$4.66M	1	0%	Reduced
209	Capital Fund Management (CFM) Paris, France	$279K	+$261K	1	0%	New
210	AIA AGF Investments America Toronto, Ontario, Canada	$274K	+$1.94K	1	0.09%	Increased
211	Ladenburg Thalmann Financial Services Miami, Florida	$270K	-$121K	4	0.01%	Reduced
212	Wilmington Trust National Association Wilmington, Delaware	$268K	+$41.7K	1	0.01%	Increased
213	WA WFG Advisors Dallas, Texas	$265K	+$98.5K	3	0.04%	Increased
214	NFA Nationwide Fund Advisors Columbus, Ohio	$263K	-$506K	3	0%	Reduced
215	NRS Neville Rodie & Shaw New York	$255K	-$36.9K	1	0.03%	Reduced
216	MAA Mraz Amerine & Associates Modesto, California	$251K	+$11.6K	1	0.11%	Increased
217	PAM Princeton Alpha Management Princeton Junction, New Jersey	$230K	+$214K	1	0.17%	New
218	BCM Beck Capital Management Austin, Texas	$227K	+$202K	1	0.18%	New
219	EPIM Equinox Partners Investment Management Stamford, Connecticut	$216K	$0	1	0.1%	Maintained
220	HHC Hutchin Hill Capital New York	$216K	+$202K	1	0.01%	New
221	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$207K	+$194K	1	0.2%	New
222	VOYA Investment Management Atlanta, Georgia	$204K	$0	1	0%	Maintained
223	Schroder Investment Management Group London, United Kingdom	$171K	-$2.6M	4	0%	Reduced
224	UBS AM Chicago, Illinois	$146K	+$23.1K	1	0%	Increased
225	SEC Seven Eight Capital New York	$133K	+$124K	1	0.15%	New