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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
226	R RQSI Nassau, Bahamas	$222K	+$232K	1	0.21%	New
227	CBB Citizens Business Bank Ontario, California	$218K	+$17.2K	1	0.04%	Increased
228	MAA Mraz Amerine & Associates Modesto, California	$215K	$0	1	0.08%	Maintained
229	SFSIG San Francisco Sentry Investment Group San Francisco, California	$215K	-$13.7K	1	0.12%	Reduced
230	CM CoreCommodity Management Stamford, Connecticut	$212K	-$47.7K	1	0.16%	Reduced
231	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$206K	-$15.3K	4	0.01%	Reduced
232	QC QCM Cayman Houston, Texas	$203K	+$213K	1	0.08%	New
233	NRS Neville Rodie & Shaw New York	$202K	$0	1	0.02%	Maintained
234	BAM Baring Asset Management London, United Kingdom	$201K	$0	1	0.01%	Maintained
235	SI SII Investments Appleton, Wisconsin	$200K	-$9.38K	1	0.03%	Reduced
236	First Allied Advisory Services San Diego, California	$197K	-$15.4K	2	0.01%	Reduced
237	HighTower Advisors Chicago, Illinois	$184K	+$193K	1	0%	New
238	PP Paloma Partners Greenwich, Connecticut	$181K	+$189K	1	0.01%	New
239	TIM Thompson Investment Management Madison, Wisconsin	$181K	$0	1	0.03%	Maintained
240	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$178K	+$187K	1	0.03%	New
241	OAM Oxford Asset Management Oxford, United Kingdom	$174K	+$149K	1	0%	New
242	EPIM Equinox Partners Investment Management Stamford, Connecticut	$173K	$0	1	0.1%	Maintained
243	Oppenheimer & Co New York	$172K	+$169K	1	0%	Increased
244	PWP Private Wealth Partners Mill Valley, California	$164K	-$1.98M	1	0.04%	Reduced
245	RCM Riverhead Capital Management Wilmington, Delaware	$154K	$0	1	0%	Maintained
246	US Bancorp Minneapolis, Minnesota	$149K	+$18.2K	4	0%	Increased
247	D.A. Davidson & Co Great Falls, Montana	$145K	-$11.1K	1	0%	Reduced
248	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$144K	+$114K	6	0%	Increased
249	Envestnet Asset Management Chicago, Illinois	$142K	-$14.7K	1	0%	Reduced
250	FRM Fore Research & Management New York	$140K	-$78K	2	0.01%	Reduced