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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	Tocqueville Asset Management New York	$472K	-$12K	1	0.01%	Reduced
202	ACM AlphaCrest Capital Management New York	$446K	+$317K	1	0.07%	Increased
203	First Trust Advisors Wheaton, Illinois	$446K	+$455K	1	0%	New
204	SAM Shell Asset Management The Hague, Netherlands	$446K	$0	2	0.01%	Maintained
205	Stephens Inc Little Rock, Arkansas	$444K	+$312	1	0.01%	Increased
206	Crossmark Global Holdings Houston, Texas	$439K	-$14.6K	1	0.01%	Reduced
207	HH Hilltop Holdings Dallas, Texas	$436K	-$218K	1	0.09%	Reduced
208	Schonfeld Strategic Advisors New York	$436K	-$283K	1	0.02%	Reduced
209	Associated Banc-Corp Green Bay, Wisconsin	$411K	$0	1	0.02%	Maintained
210	Cambridge Investment Research Advisors Fairfield, Iowa	$392K	-$35.9K	1	0%	Reduced
211	M&T Bank Buffalo, New York	$380K	-$236K	1	0%	Reduced
212	HCM Hollencrest Capital Management Newport Beach, California	$348K	$0	1	0.05%	Maintained
213	GIA GHP Investment Advisors Denver, Colorado	$343K	+$121K	1	0.04%	Increased
214	AIG American International Group New York	$337K	-$10.1K	2	0%	Reduced
215	Nordea Investment Management Stockholm, Sweden	$332K	-$176K	3	0%	Reduced
216	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$329K	$0	1	0.04%	Maintained
217	TSS Two Sigma Securities New York	$326K	+$276K	3	0%	Increased
218	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$320K	+$208K	1	0.04%	Increased
219	Jefferies Group New York	$318K	+$324K	1	0%	New
220	Zurich Insurance Group Zurich, Switzerland	$314K	+$320K	1	0.01%	New
221	Comerica Bank Dallas, Texas	$312K	-$19.6K	2	0%	Reduced
222	HT HAP Trading New York	$311K	-$1.47M	1	0.03%	Reduced
223	VF Virtu Financial New York	$301K	-$48.1K	4	0.02%	Reduced
224	HA Hamel Associates Chatham, New Jersey	$295K	-$1.71M	1	0.13%	Reduced
225	Rathbones Group Liverpool, United Kingdom	$294K	+$23.3K	5	0.01%	Increased