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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	Bridgeway Capital Management Houston, Texas	$410K	-$14.4K	1	0.01%	Reduced
202	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$410K	-$68.6K	1	0.46%	Reduced
203	Aperio Group Sausalito, California	$406K	+$84.8K	1	0.01%	Increased
204	SCM Signia Capital Management Spokane, Washington	$406K	-$4.49K	1	0.21%	Reduced
205	Walleye Trading New York	$399K	+$175K	1	0%	Increased
206	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$387K	$0	1	0.01%	Maintained
207	Cubist Systematic Strategies Stamford, Connecticut	$367K	+$211K	2	0.02%	Increased
208	WAM World Asset Management Detroit, Michigan	$361K	-$21.9K	1	0.01%	Reduced
209	BlueCrest Capital Management St Helier, Jersey	$353K	+$392K	1	0.01%	New
210	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$353K	-$392K	1	0.01%	Reduced
211	CWA Constellation Wealth Advisors New York	$353K	$0	1	0.03%	Maintained
212	Loews Corp New York	$353K	-$392K	1	0%	Reduced
213	AQR Capital Management Greenwich, Connecticut	$330K	+$21.6K	2	0%	Increased
214	MC Moors & Cabot Boston, Massachusetts	$329K	+$4.84K	1	0.06%	Increased
215	Virginia Retirement Systems Richmond, Virginia	$324K	-$13.7K	1	0.01%	Reduced
216	Commerzbank Aktiengesellschaft Frankfurt, Germany	$320K	+$80.5K	3	0%	Increased
217	Confluence Investment Management St. Louis, Missouri	$308K	-$20.8K	1	0.01%	Reduced
218	Carnegie Investment Counsel Pepper Pike, Ohio	$305K	+$1.54M	1	0.06%	New
219	DL Delta Lloyd Amsterdam, Netherlands	$291K	$0	1	0%	Maintained
220	CM CoreCommodity Management Stamford, Connecticut	$277K	$0	1	0.14%	Maintained
221	SG Americas Securities New York	$265K	-$4.8K	1	0%	Reduced
222	Jefferies Group New York	$256K	+$284K	1	0%	Increased
223	Creative Planning Overland Park, Kansas	$251K	+$18.8K	6	0%	Increased
224	BCM Bluefin Capital Management New York	$246K	+$278K	1	0.01%	New
225	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$246K	$0	4	0.01%	Maintained