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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	Zurich Cantonal Bank Zurich, Switzerland	$16.8M	-$7M	11	0.04%	Reduced
202	HA Heartland Advisors Milwaukee, Wisconsin	$16.5M	-$3.48M	1	0.92%	Reduced
203	Pictet Asset Management Carouge, Switzerland	$16.3M	-$179K	6	0.02%	Reduced
204	RIM Rovida Investment Management Grand Cayman, Cayman Islands	$16.1M	+$12.4M	1	2.99%	Increased
205	Baird Financial Group Milwaukee, Wisconsin	$15.9M	+$2.04M	4	0.03%	Increased
206	Neuberger Berman Group New York	$15.8M	+$1.85M	3	0.01%	Increased
207	CWP Cyndeo Wealth Partners St. Petersburg, Florida	$15.8M	+$356K	1	0.93%	Increased
208	GECH Garnet Equity Capital Holdings New York	$15.7M	-$8.32M	4	3.71%	Reduced
209	GWM Greenwich Wealth Management Greenwich, Connecticut	$15.6M	$0	2	0.76%	Maintained
210	Moore Capital Management New York	$15.5M	+$7.41M	3	0.19%	Increased
211	TCW Group Los Angeles, California	$15.5M	+$11.1M	1	0.12%	New
212	Rockefeller Capital Management New York	$15.3M	+$3.69M	3	0.03%	Increased
213	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$15M	+$3.39M	5	0.03%	Increased
214	HSBC Holdings London, United Kingdom	$14.9M	+$1.61M	6	0.01%	Increased
215	Mirae Asset Global Investments Seoul, South Korea	$14.9M	+$7.64M	4	0.05%	Increased
216	MIM Merrion Investment Management Cranford, New Jersey	$14.9M	-$560K	1	9.65%	Reduced
217	ST Spinnaker Trust Portland, Maine	$14.7M	+$203K	1	0.88%	Increased
218	FFG Fortem Financial Group Palm Desert, California	$14.6M	+$563K	1	4.7%	Increased
219	CP Cumberland Partners Toronto, Ontario, Canada	$14.5M	-$1.32M	1	1.01%	Reduced
220	Westwood Holdings Group Dallas, Texas	$14.3M	+$10.3M	1	0.1%	New
221	Empyrean Capital Partners Los Angeles, California	$14.2M	+$11.6M	1	0.48%	New
222	SC Sagefield Capital Dallas, Texas	$14.2M	-$3.71M	1	1.98%	Reduced
223	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$14.1M	+$10.6M	1	1.37%	Increased
224	Masters Capital Management Atlanta, Georgia	$13.9M	$0	1	0.54%	Maintained
225	PI Parkside Investments Deerfield, Illinois	$13.8M	-$1.38M	1	1.88%	Reduced