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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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$556K	-$82.5K	1	0%	Reduced
202	Wolverine Asset Management Chicago, Illinois	$553K	+$152K	1	0.01%	Increased
203	Neuberger Berman Group New York	$550K	+$186K	1	0%	Increased
204	Jefferies Group New York	$540K	+$526K	1	0.01%	New
205	HBK Investments Dallas, Texas	$531K	-$26.7K	1	0.01%	Reduced
206	Mirae Asset Global Investments Seoul, South Korea	$520K	+$506K	1	0.01%	New
207	WAM World Asset Management Detroit, Michigan	$509K	-$118K	1	0.02%	Reduced
208	Commerzbank Aktiengesellschaft Frankfurt, Germany	$496K	+$65.9K	3	0%	Increased
209	PP Paloma Partners Greenwich, Connecticut	$489K	+$128K	3	0.03%	Increased
210	CBB Citizens Business Bank Ontario, California	$476K	+$464K	1	0.09%	New
211	CS Credential Securities Vancouver,	$468K	+$455K	1	0.35%	New
212	CWA Constellation Wealth Advisors New York	$458K	+$446K	1	0.04%	New
213	Charles Schwab San Francisco, California	$449K	$0	2	0%	Maintained
214	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$446K	-$1.04M	1	0.05%	Reduced
215	MC Moors & Cabot Boston, Massachusetts	$442K	+$430K	1	0.11%	New
216	Virginia Retirement Systems Richmond, Virginia	$436K	+$4.46K	1	0.01%	Increased
217	CF CNA Financial Chicago, Illinois	$423K	-$16.6K	1	0.08%	Reduced
218	GH GAM Holding Zurich, Switzerland	$400K	+$389K	1	0.01%	New
219	BCM Beck Capital Management Austin, Texas	$399K	+$139K	1	0.31%	Increased
220	TC TFS Capital West Chester, Pennsylvania	$368K	-$593K	1	0.02%	Reduced
221	MCM Marathon Capital Management Hunt Valley, Maryland	$360K	-$316K	1	0.27%	Reduced
222	DL Delta Lloyd Amsterdam, Netherlands	$348K	$0	1	0.01%	Maintained
223	QS Investors New York	$347K	$0	1	0.01%	Maintained
224	SFSIG San Francisco Sentry Investment Group San Francisco, California	$322K	$0	2	0.1%	Maintained
225	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$318K	-$404K	4	0.01%	Reduced