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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	MSR Main Street Research Lakeville, Connecticut	$225K	+$218K	1	0.04%	New
227	TIM Thompson Investment Management Madison, Wisconsin	$222K	$0	1	0.04%	Maintained
228	First Allied Advisory Services San Diego, California	$212K	-$16.9K	2	0.01%	Reduced
229	HBK Investments Dallas, Texas	$207K	+$200K	1	0%	New
230	Oppenheimer & Co New York	$202K	+$196K	1	0.01%	New
231	RIA Regal Investment Advisors Kentwood, Michigan	$199K	-$65.7K	1	0.06%	Reduced
232	IFP Advisors Tampa, Florida	$189K	-$62.5K	4	0.01%	Reduced
233	DekaBank Deutsche Girozentrale Frankfurt, Germany	$187K	+$184K	1	0%	New
234	Balyasny Asset Management Chicago, Illinois	$183K	+$177K	1	0%	New
235	VOYA Investment Management Atlanta, Georgia	$183K	+$67.5K	2	0%	Increased
236	CA Continuum Advisory Eagle, Idaho	$182K	-$6.54K	1	0.13%	Reduced
237	FCCM First City Capital Management Savannah, Georgia	$181K	+$175K	1	0.13%	New
238	State Board of Administration of Florida Retirement System Tallahassee, Florida	$178K	$0	1	0%	Maintained
239	ARTA A.R.T. Advisors New York	$174K	+$169K	1	0.01%	New
240	Tower Research Capital (TRC) New York	$169K	+$81.5K	5	0.01%	Increased
241	UBS AM Chicago, Illinois	$162K	+$1.57K	2	0%	Increased
242	EP Edgestream Partners Princeton, New Jersey	$161K	-$661K	1	0.03%	Reduced
243	MWM Mascoma Wealth Management Hanover, New Hampshire	$160K	$0	1	0.11%	Maintained
244	PEAK6 Group Chicago, Illinois	$160K	+$155K	1	0%	New
245	Summit Trail Advisors New York	$151K	-$639K	1	0.05%	Reduced
246	WP WealthSource Partners San Luis Obispo, California	$144K	+$150K	1	0.04%	New
247	GIA GHP Investment Advisors Denver, Colorado	$143K	+$789	1	0.02%	Increased
248	WAM World Asset Management Detroit, Michigan	$141K	-$44.8K	2	0.01%	Reduced
249	UR USCA RIA Houston, Texas	$140K	+$12K	1	0.02%	Increased
250	IHT Wealth Management Chicago, Illinois	$137K	-$55.8K	1	0.04%	Reduced