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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	$346K	+$43K	1	0.01%	Increased
202	Squarepoint New York	$341K	+$354K	1	0%	New
203	WBC Westpac Banking Corp Sydney, Australia	$339K	$0	1	0%	Maintained
204	Millennium Management New York	$324K	-$2.57M	1	0%	Reduced
205	ALAM Asahi Life Asset Management Tokyo, Japan	$322K	+$334K	1	0.05%	New
206	IIM Ipswich Investment Management Beverly, Massachusetts	$303K	-$125K	1	0.09%	Reduced
207	FHA Flagship Harbor Advisors Boston, Massachusetts	$296K	+$88.9K	1	0.05%	Increased
208	WIC Water Island Capital New York	$294K	+$305K	1	0.02%	New
209	ACM AlphaCrest Capital Management New York	$291K	+$302K	1	0.02%	New
210	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$291K	-$64.7K	1	0.08%	Reduced
211	Eaton Vance Management Boston, Massachusetts	$286K	+$11.7K	1	0%	Increased
212	M&T Bank Buffalo, New York	$286K	+$7.75K	1	0%	Increased
213	FTCM First Trust Capital Management Chicago, Illinois	$279K	+$10.3K	1	0.09%	Increased
214	TSS Two Sigma Securities New York	$275K	+$280K	1	0%	Increased
215	JCA Jade Capital Advisors Essex Fells, New Jersey	$267K	+$277K	1	0.15%	New
216	Crossmark Global Holdings Houston, Texas	$266K	-$12K	1	0.01%	Reduced
217	HCM Hollencrest Capital Management Newport Beach, California	$263K	$0	1	0.03%	Maintained
218	Schonfeld Strategic Advisors New York	$261K	+$271K	1	0.01%	New
219	Qube Research & Technologies (QRT) London, United Kingdom	$257K	+$267K	1	0.01%	New
220	AQR Capital Management Greenwich, Connecticut	$253K	-$1.89K	3	0%	Reduced
221	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$252K	-$765K	1	0%	Reduced
222	FIA FNY Investment Advisers New York	$252K	+$187K	2	0.08%	Increased
223	New York State Common Retirement Fund Albany, New York	$237K	-$50.4K	2	0%	Reduced
224	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$235K	-$13.9K	1	0.03%	Reduced
225	P Pitcairn Conshohocken, Pennsylvania	$234K	-$253K	1	0.02%	Reduced