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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	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$1.65M	+$1.7M	1	0.62%	New
202	New York State Common Retirement Fund Albany, New York	$1.58M	+$532K	4	0%	Increased
203	SG Americas Securities New York	$1.55M	-$3.12M	2	0.01%	Reduced
204	GS Gagnon Securities New York	$1.53M	+$107K	3	0.22%	Increased
205	PFMU Privium Fund Management (UK) London, United Kingdom	$1.48M	+$886K	1	1.03%	Increased
206	Parallax Volatility Advisers San Francisco, California	$1.45M	-$1.69M	2	0%	Reduced
207	PC Plaisance Capital Denver, Colorado	$1.44M	+$1.43M	1	0.72%	New
208	William Blair & Company Chicago, Illinois	$1.44M	+$9.68K	2	0.01%	Increased
209	Synovus Financial Columbus, Georgia	$1.43M	-$1.47K	1	0.01%	Reduced
210	PWAC Private Wealth Advisors (California) Fresno, California	$1.43M	-$62.9K	1	0.44%	Reduced
211	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.42M	-$2.55M	2	0%	Reduced
212	GWM Greenwich Wealth Management Greenwich, Connecticut	$1.4M	+$1.4M	2	0.12%	New
213	SI Symmetry Investments St Helier, Jersey	$1.4M	+$1.38M	1	0.4%	New
214	CM CoreCommodity Management Stamford, Connecticut	$1.37M	-$34.6K	1	0.43%	Reduced
215	FAIM Financial Advocates Investment Management Olympia, Washington	$1.36M	+$634K	2	0.09%	Increased
216	BCM Barometer Capital Management Toronto, Ontario, Canada	$1.36M	+$78K	1	0.26%	Increased
217	Old Mission Capital Chicago, Illinois	$1.34M	+$1.35M	1	0.05%	New
218	VF Virtu Financial New York	$1.33M	+$810K	5	0.13%	Increased
219	CFA Carroll Financial Associates Charlotte, North Carolina	$1.32M	+$43.3K	2	0.08%	Increased
220	WSCM Wellington Shields Capital Management New York	$1.28M	-$2.19M	1	0.16%	Reduced
221	APA American Portfolios Advisors Holbrook, New York	$1.28M	+$113K	5	0.05%	Increased
222	Cubist Systematic Strategies Stamford, Connecticut	$1.27M	-$216K	5	0.01%	Reduced
223	SC Sepio Capital Salt Lake City, Utah	$1.26M	+$1.25M	1	0.1%	New
224	Two Sigma Advisers New York	$1.26M	+$351K	3	0%	Increased
225	Pendal Group Sydney, Australia	$1.25M	+$1.23M	1	0.01%	New