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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	MC Moors & Cabot Boston, Massachusetts	$363K	-$20.8K	1	0.06%	Reduced
202	Confluence Investment Management St. Louis, Missouri	$362K	+$385K	1	0.02%	New
203	AQR Capital Management Greenwich, Connecticut	$345K	-$1.77M	2	0%	Reduced
204	AIG American International Group New York	$345K	+$50K	4	0%	Increased
205	SG Americas Securities New York	$335K	-$408K	1	0%	Reduced
206	CM CoreCommodity Management Stamford, Connecticut	$307K	+$327K	1	0.15%	New
207	DL Delta Lloyd Amsterdam, Netherlands	$298K	$0	1	0.01%	Maintained
208	SFSIG San Francisco Sentry Investment Group San Francisco, California	$279K	+$3.13K	2	0.13%	Increased
209	Commerzbank Aktiengesellschaft Frankfurt, Germany	$278K	-$184K	3	0%	Reduced
210	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$272K	$0	4	0.01%	Maintained
211	Walleye Trading New York	$268K	-$1.28M	1	0%	Reduced
212	Creative Planning Overland Park, Kansas	$263K	+$33.7K	6	0%	Increased
213	Ladenburg Thalmann Financial Services Miami, Florida	$263K	+$1.42K	5	0.01%	Increased
214	SI SII Investments Appleton, Wisconsin	$256K	+$271K	1	0.04%	New
215	NPC National Planning Corporation El Segundo, California	$250K	+$14.7K	1	0.02%	Increased
216	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$247K	-$299K	1	0%	Reduced
217	NRS Neville Rodie & Shaw New York	$241K	$0	1	0.02%	Maintained
218	BII Baring International Investment London, United Kingdom	$240K	-$5.55M	1	0.02%	Reduced
219	MAA Mraz Amerine & Associates Modesto, California	$237K	$0	1	0.09%	Maintained
220	M&T Bank Buffalo, New York	$237K	$0	2	0.01%	Maintained
221	WCM Washington Capital Management Seattle, Washington	$236K	+$251K	1	0.09%	New
222	HBK Investments Dallas, Texas	$232K	-$237K	1	0%	Reduced
223	SFU Stonehage Fleming (UK) London, United Kingdom	$232K	-$113K	1	0.09%	Reduced
224	Raymond James & Associates St Petersburg, Florida	$229K	+$243K	1	0%	New
225	EPIM Equinox Partners Investment Management Stamford, Connecticut	$225K	$0	1	0.11%	Maintained