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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	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$137K	$0	2	0.04%	Maintained
252	SFU Stonehage Fleming (UK) London, United Kingdom	$131K	$0	2	0.06%	Maintained
253	Synovus Financial Columbus, Georgia	$129K	-$4.75K	2	0%	Reduced
254	AIA AGF Investments America Toronto, Ontario, Canada	$126K	-$90.9K	1	0.06%	Reduced
255	SEI Investments Oaks, Pennsylvania	$123K	+$128K	1	0%	New
256	UBS AM Chicago, Illinois	$117K	$0	1	0%	Maintained
257	WA WFG Advisors Dallas, Texas	$106K	-$128K	6	0.02%	Reduced
258	SCM Schneider Capital Management Berwyn, Pennsylvania	$100K	-$397K	1	0.01%	Reduced
259	William Blair & Company Chicago, Illinois	$97K	+$83.4K	1	0%	New
260	EIM Essex Investment Management Boston, Massachusetts	$87K	+$87.6K	1	0.01%	New
261	Simplex Trading Chicago, Illinois	$83K	+$87.2K	2	0.01%	New
262	HCM Hollencrest Capital Management Newport Beach, California	$77K	+$12.2K	1	0.01%	Increased
263	State Street Boston, Massachusetts	$77K	-$6.61K	1	0%	Reduced
264	WIL Winifred I. Li	$76K	$0	1	0.07%	Maintained
265	AIM Acuity Investment Management Toronto, Ontario, Canada	$66K	-$65.2K	1	0.05%	Reduced
266	LCM Leisure Capital Management Costa Mesa, California	$64K	+$89K	1	0.06%	New
267	Panagora Asset Management Boston, Massachusetts	$57K	+$79K	1	0%	New
268	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$55K	+$20.3K	2	0.01%	Increased
269	MAI Capital Management Independence, Ohio	$52K	-$52.2K	1	0%	Reduced
270	Hillsdale Investment Management Toronto, Ontario, Canada	$46K	+$25.7K	1	0.01%	Increased
271	LWA Lowe Wealth Advisors Columbia, Maryland	$44K	+$45.8K	1	0.03%	New
272	Smithfield Trust Pittsburgh, Pennsylvania	$43K	+$7.29K	1	0.01%	Increased
273	BPBT Boston Private Bank & Trust Boston, Massachusetts	$42K	$0	1	0%	Maintained
274	T TOBAM Paris, France	$38K	-$3.05M	1	0%	Reduced
275	FWM Focused Wealth Management Newburgh, New York	$37K	-$47.6K	1	0.03%	Reduced