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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	SEI Investments Oaks, Pennsylvania	$4.38M	+$751K	1	0.01%	Increased
202	PAEMF Panview Asian Equity Master Fund Central, Hong Kong	$4.31M	+$3.06M	1	7.92%	Increased
203	Squarepoint New York	$4.2M	+$3.4M	4	0.02%	Increased
204	ANB Amarillo National Bank Amarillo, Texas	$4.19M	-$1.2M	1	0.97%	Reduced
205	MHP Manatuck Hill Partners Westport, Connecticut	$4.08M	$0	1	1.93%	Maintained
206	HRT Financial New York	$3.84M	-$2.03M	3	0.05%	Reduced
207	Avidian Wealth Enterprises Houston, Texas	$3.81M	-$340K	3	0.25%	Reduced
208	NFG Nations Financial Group Cedar Rapids, Iowa	$3.77M	-$1.03K	3	0.42%	Reduced
209	MC Muhlenkamp & Co Wexford, Pennsylvania	$3.67M	-$3.74K	1	1.56%	Reduced
210	IHT Wealth Management Chicago, Illinois	$3.66M	+$689K	1	0.23%	Increased
211	SAM Shell Asset Management The Hague, Netherlands	$3.61M	-$598K	3	0.16%	Reduced
212	GCM GeoSphere Capital Management Miami Beach, Florida	$3.57M	+$3.4M	2	3.36%	New
213	PNC Financial Services Group Pittsburgh, Pennsylvania	$3.54M	+$3.53K	8	0%	Increased
214	TCM Tanaka Capital Management New York	$3.3M	-$117K	2	10.48%	Reduced
215	DCM Dupont Capital Management Wilmington, Delaware	$3.17M	-$57.2K	1	0.15%	Reduced
216	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$3.14M	-$3.73M	1	0.02%	Reduced
217	Vontobel Holding Zurich, Switzerland	$3.14M	-$237K	7	0.03%	Reduced
218	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$3.11M	-$1.18M	6	0.61%	Reduced
219	AE Wealth Management Topeka, Kansas	$3.1M	+$219K	4	0.02%	Increased
220	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$3.06M	$0	1	0.14%	Maintained
221	Synovus Financial Columbus, Georgia	$3.05M	+$100K	1	0.03%	Increased
222	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$3.03M	+$1.08M	1	0.22%	Increased
223	SC Settian Capital New York	$2.9M	+$2.02M	1	2.54%	Increased
224	D.E. Shaw & Co New York	$2.88M	-$10.9M	4	0%	Reduced
225	Cubist Systematic Strategies Stamford, Connecticut	$2.88M	-$552K	3	0.02%	Reduced