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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	RCM Riverhead Capital Management Wilmington, Delaware	$106K	-$13.5K	1	0%	Reduced
227	EPIM Equinox Partners Investment Management Stamford, Connecticut	$100K	$0	1	0.07%	Maintained
228	WIC Water Island Capital New York	$96K	-$89.7K	1	0.01%	Reduced
229	Advisory Services Network Atlanta, Georgia	$86K	+$43.6K	1	0.02%	Increased
230	AIM Anchor Investment Management Columbia, South Carolina	$77K	+$71.8K	1	0.03%	New
231	FWM Focused Wealth Management Newburgh, New York	$77K	-$67K	1	0.04%	Reduced
232	SIM Sonora Investment Management Tucson, Arizona	$76K	-$3.59K	1	0.02%	Reduced
233	MC Matisse Capital Portland, Oregon	$75K	+$804	1	0.04%	Increased
234	LCM Leisure Capital Management Costa Mesa, California	$74K	$0	1	0.07%	Maintained
235	CG Cutler Group San Francisco, California	$69K	-$195K	3	0%	Reduced
236	UBS AM Chicago, Illinois	$68K	$0	1	0%	Maintained
237	US Bancorp Minneapolis, Minnesota	$67K	+$30.3K	2	0%	Increased
238	DekaBank Deutsche Girozentrale Frankfurt, Germany	$63K	$0	1	0%	Maintained
239	AIM Acrospire Investment Management Chicago, Illinois	$62K	+$57.4K	1	0.04%	New
240	MAI Capital Management Independence, Ohio	$58K	+$22.3K	1	0%	New
241	Hillsdale Investment Management Toronto, Ontario, Canada	$55K	+$51.4K	1	0.02%	New
242	Synovus Financial Columbus, Georgia	$51K	+$24	2	0%	Increased
243	TSS Two Sigma Securities New York	$45K	+$31.7K	3	0.06%	Increased
244	William Blair & Company Chicago, Illinois	$42K	$0	1	0%	Maintained
245	AQR Arbitrage Greenwich, Connecticut	$40K	$0	1	0%	Maintained
246	OMERS Administration Corp Toronto, Ontario, Canada	$36K	+$29.3K	1	0%	New
247	LWA Lowe Wealth Advisors Columbia, Maryland	$34K	$0	1	0.02%	Maintained
248	FWM Frontier Wealth Management Kansas City, Missouri	$30K	$0	1	0%	Maintained
249	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$28K	+$18.1K	1	0%	Increased
250	DVM Dreman Value Management West Palm Beach, Florida	$26K	+$23.8K	1	0%	New