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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	PNC Financial Services Group Pittsburgh, Pennsylvania	$4.13M	-$109K	5	0%	Reduced
202	DCM Dupont Capital Management Wilmington, Delaware	$4.07M	-$295K	1	0.24%	Reduced
203	MIC Maxi Investments CY Limassol, Cyprus	$3.96M	+$4.18M	1	3%	New
204	Cubist Systematic Strategies Stamford, Connecticut	$3.88M	+$2.04M	2	0.02%	Increased
205	Bessemer Group Woodbridge, New Jersey	$3.83M	+$3.04K	1	0.01%	Increased
206	Natixis Advisors Boston, Massachusetts	$3.75M	+$279K	1	0.02%	Increased
207	Verition Fund Management Greenwich, Connecticut	$3.71M	+$1.66M	4	0.04%	Increased
208	Capital Fund Management (CFM) Paris, France	$3.69M	-$7.31M	2	0.03%	Reduced
209	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$3.6M	-$7.03M	2	0.06%	Reduced
210	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$3.6M	$0	1	0.17%	Maintained
211	HSBC Holdings London, United Kingdom	$3.6M	-$1.16M	4	0.01%	Reduced
212	SAM Shell Asset Management The Hague, Netherlands	$3.54M	-$1.07M	3	0.14%	Reduced
213	Synovus Financial Columbus, Georgia	$3.46M	-$8.57K	1	0.04%	Reduced
214	HT HAP Trading New York	$3.42M	+$2.25M	3	0.23%	Increased
215	Qube Research & Technologies (QRT) London, United Kingdom	$3.39M	+$1.46M	5	0.02%	Increased
216	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$3.36M	$0	1	0.05%	Maintained
217	Vontobel Holding Zurich, Switzerland	$3.32M	+$484K	8	0.04%	Increased
218	MML Investors Services Springfield, Massachusetts	$3.31M	+$490K	3	0.03%	Increased
219	LMR Partners London, United Kingdom	$3.27M	$0	1	0.06%	Maintained
220	AWM Affinity Wealth Management Wilmington, Delaware	$3.27M	+$197K	1	0.81%	Increased
221	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$3.23M	-$6.21M	5	1.14%	Reduced
222	CC Cipher Capital New York	$3.21M	+$2.77M	2	0.52%	Increased
223	MD Money Design Tokyo, Japan	$3.12M	+$3.29M	1	0.22%	New
224	AE Wealth Management Topeka, Kansas	$3.06M	+$2.49M	4	0.02%	Increased
225	Natixis Paris, France	$3M	+$2.88M	7	0.01%	Increased