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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	LCM Leisure Capital Management Costa Mesa, California	$54K	+$90	1	0.05%	Increased
227	New York State Common Retirement Fund Albany, New York	$54K	-$110K	2	0%	Reduced
228	OMERS Administration Corp Toronto, Ontario, Canada	$49K	+$14.9K	1	0%	Increased
229	William Blair & Company Chicago, Illinois	$49K	$0	1	0%	Maintained
230	Synovus Financial Columbus, Georgia	$47K	+$24	2	0%	Increased
231	Huntington National Bank Columbus, Ohio	$44K	+$41.5K	1	0%	New
232	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$43K	-$153K	1	0.01%	Reduced
233	MAI Capital Management Independence, Ohio	$42K	$0	1	0%	Maintained
234	AQR Arbitrage Greenwich, Connecticut	$40K	$0	1	0%	Maintained
235	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$40K	-$140K	1	0%	Reduced
236	State Street Boston, Massachusetts	$38K	-$1.75M	1	0%	Reduced
237	FWM Frontier Wealth Management Kansas City, Missouri	$36K	$0	1	0.01%	Maintained
238	US Bancorp Minneapolis, Minnesota	$33K	-$26.8K	2	0%	Reduced
239	LWA Lowe Wealth Advisors Columbia, Maryland	$29K	$0	1	0.02%	Maintained
240	NN Investment Partners Holdings The Hague, Netherlands	$26K	-$453K	1	0%	Reduced
241	TSS Two Sigma Securities New York	$23K	-$24.5K	2	0.01%	Reduced
242	WTB Washington Trust Bank Spokane, Washington	$22K	$0	1	0.01%	Maintained
243	DVM Dreman Value Management West Palm Beach, Florida	$20K	-$2.14K	1	0.01%	Reduced
244	Wolverine Trading Chicago, Illinois	$19K	+$19K	1	0%	New
245	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$17K	-$7.1K	1	0%	Reduced
246	SCA Salient Capital Advisors Houston, Texas	$17K	$0	1	0%	Maintained
247	Glenmede Trust Philadelphia, Pennsylvania	$16K	+$653	2	0%	Increased
248	Laird Norton Wetherby Wealth Management San Francisco, California	$16K	$0	1	0%	Maintained
249	CCA Checchi Capital Advisers Beverly Hills, California	$15K	$0	1	0%	Maintained
250	GA Geneva Advisors Chicago, Illinois	$14K	$0	1	0%	Maintained