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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
251	AIM Acuity Investment Management Toronto, Ontario, Canada	$220K	-$1.01M	1	0.12%	Reduced
252	RCM Riverhead Capital Management Wilmington, Delaware	$215K	+$209K	1	0%	New
253	PCM Prelude Capital Management New York	$213K	-$2.77M	2	0.03%	Reduced
254	AIA AGF Investments America Toronto, Ontario, Canada	$211K	-$89.1K	1	0.08%	Reduced
255	Schroder Investment Management Group London, United Kingdom	$199K	$0	4	0%	Maintained
256	EEG E.E. Geduld	$190K	+$184K	2	0.1%	New
257	SFU Stonehage Fleming (UK) London, United Kingdom	$186K	+$377K	2	0.08%	New
258	AGM Alpine Global Management New York	$183K	+$239K	1	0.16%	New
259	UBS AM Chicago, Illinois	$177K	$0	1	0%	Maintained
260	MLICM Metropolitan Life Insurance Company (MetLife) New York	$167K	+$163K	1	0%	New
261	Synovus Financial Columbus, Georgia	$157K	+$137K	2	0%	Increased
262	CAPTRUST Financial Advisors Raleigh, North Carolina	$138K	$0	1	0.03%	Maintained
263	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$132K	+$2.11K	2	0.04%	Increased
264	WIL Winifred I. Li	$106K	+$26.5K	1	0.09%	Increased
265	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$100K	+$95.7K	1	0.01%	New
266	HCM Hollencrest Capital Management Newport Beach, California	$99K	$0	1	0.01%	Maintained
267	SSB Sandy Spring Bank Olney, Maryland	$85K	-$21.2K	2	0.01%	Reduced
268	US Bancorp Minneapolis, Minnesota	$85K	-$33.9K	3	0%	Reduced
269	State Board of Administration of Florida Retirement System Tallahassee, Florida	$80K	$0	1	0%	Maintained
270	Advisors Asset Management Monument, Colorado	$78K	-$7.13K	1	0%	Reduced
271	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$73K	$0	1	0.02%	Maintained
272	SCA Salient Capital Advisors Houston, Texas	$64K	+$25.9K	2	0%	Increased
273	Huntington National Bank Columbus, Ohio	$51K	+$28.3K	1	0%	Increased
274	Profund Advisors Bethesda, Maryland	$46K	+$33.8K	2	0%	Increased
275	CCM Concourse Capital Management Atlanta, Georgia	$44K	+$52.2K	1	0.03%	New