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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	SCM Signia Capital Management Spokane, Washington	$189K	-$103K	1	0.49%	Reduced
227	MAA Mraz Amerine & Associates Modesto, California	$187K	$0	1	0.07%	Maintained
228	PH Pinnacle Holdings Tulsa, Oklahoma	$186K	+$5.42K	1	0.07%	Increased
229	RHBC R.H. Bluestein & Co Birmingham, Michigan	$186K	+$31.6K	1	0.01%	Increased
230	DTL Dynamic Technology Lab Singapore	$185K	-$157K	1	0.06%	Reduced
231	Caprock Group Boise, Idaho	$184K	$0	1	0.17%	Maintained
232	CM CoreCommodity Management Stamford, Connecticut	$183K	-$98.5K	1	0.15%	Reduced
233	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$176K	+$194K	1	0.06%	New
234	EVC Eidelman Virant Capital Saint Louis, Missouri	$165K	-$1.45M	2	0.07%	Reduced
235	CIP Champlain Investment Partners Burlington, Vermont	$157K	+$174K	1	0%	New
236	D.A. Davidson & Co Great Falls, Montana	$155K	+$4.74K	1	0.01%	Increased
237	SFU Stonehage Fleming (UK) London, United Kingdom	$150K	-$13K	2	0.07%	Reduced
238	MLICM Metropolitan Life Insurance Company (MetLife) New York	$147K	+$155K	1	0%	New
239	EAM Evanson Asset Management Carmel, California	$143K	+$158K	1	0.05%	New
240	LCS Levin Capital Strategies New York	$143K	+$158K	1	0%	New
241	US Bancorp Minneapolis, Minnesota	$139K	+$4.95K	4	0%	Increased
242	RCM Riverhead Capital Management Wilmington, Delaware	$134K	$0	1	0%	Maintained
243	EPIM Equinox Partners Investment Management Stamford, Connecticut	$128K	$0	1	0.08%	Maintained
244	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$119K	-$39K	2	0.05%	Reduced
245	NPC National Planning Corporation El Segundo, California	$99K	-$4.3K	1	0.01%	Reduced
246	FCCM First City Capital Management Savannah, Georgia	$97.1K	+$45.8K	1	0.07%	Increased
247	William Blair & Company Chicago, Illinois	$88K	$0	1	0%	Maintained
248	UBS AM Chicago, Illinois	$86K	$0	1	0%	Maintained
249	AGM Alpine Global Management New York	$85K	+$98.9K	2	0.01%	New
250	Korea Investment Corp Seoul, South Korea	$83K	+$91.6K	1	0%	New