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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	HPCM High Pointe Capital Management Chicago, Illinois	$291K	+$296K	1	0.4%	New
227	SRC Sage Rhino Capital Menlo Park, California	$282K	+$287K	1	0.19%	New
228	Fort Washington Investment Advisors Cincinnati, Ohio	$269K	$0	1	0%	Maintained
229	FWM Foresight Wealth Management Draper, Utah	$263K	-$26.2K	2	0.23%	Reduced
230	Eaton Vance Management Boston, Massachusetts	$261K	+$266K	1	0%	New
231	CI CAZ Investments Houston, Texas	$260K	$0	1	1.01%	Maintained
232	Neuberger Berman Group New York	$259K	-$46.9K	1	0%	Reduced
233	Brown Advisory Baltimore, Maryland	$244K	+$53.6K	3	0%	Increased
234	WIC Water Island Capital New York	$244K	+$8.41K	1	0.01%	Increased
235	Walleye Trading New York	$241K	-$9.67M	1	0%	Reduced
236	Tower Research Capital (TRC) New York	$240K	+$229K	6	0.01%	Increased
237	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$239K	$0	1	0.01%	Maintained
238	SAM Seelaus Asset Management Chatham, New Jersey	$238K	$0	1	0.22%	Maintained
239	Verition Fund Management Greenwich, Connecticut	$237K	-$103K	1	0.01%	Reduced
240	BlueCrest Capital Management St Helier, Jersey	$236K	+$95.9K	2	0.01%	Increased
241	JP Morgan Private Wealth Advisors San Francisco, California	$231K	$0	1	0%	Maintained
242	SC Scholtz & Company Stamford, Connecticut	$226K	+$231K	1	0.15%	New
243	PCM Prelude Capital Management New York	$212K	$0	1	0.01%	Maintained
244	UBS AM Chicago, Illinois	$206K	+$68.7K	2	0%	Increased
245	Confluence Investment Management St. Louis, Missouri	$205K	+$209K	1	0%	New
246	US Bancorp Minneapolis, Minnesota	$204K	-$1.94K	3	0%	Reduced
247	FRM Fox Run Management Greenwich, Connecticut	$202K	+$205K	1	0.11%	New
248	Thrivent Financial for Lutherans Minneapolis, Minnesota	$202K	+$206K	1	0%	New
249	BDS Banco de Sabadell Miami, Florida	$198K	+$120K	1	0.03%	Increased
250	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$190K	+$27.8K	2	0%	Increased