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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	VAM Verity Asset Management Durham, North Carolina	$150K	-$7.08K	1	0.15%	Reduced
252	Nordea Investment Management Stockholm, Sweden	$149K	+$25.9K	1	0%	Increased
253	TI tru Independence Portland, Oregon	$146K	+$181K	2	0.02%	New
254	Cubist Systematic Strategies Stamford, Connecticut	$145K	-$5.69K	2	0%	Reduced
255	PHS Pekin Hardy Strauss Chicago, Illinois	$140K	+$3.05K	1	0.02%	Increased
256	JP Morgan Private Wealth Advisors San Francisco, California	$137K	-$3.97K	1	0%	Reduced
257	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$137K	$0	1	0.1%	Maintained
258	MC Moors & Cabot Boston, Massachusetts	$136K	+$46.3K	1	0.01%	Increased
259	TIM Thompson Investment Management Madison, Wisconsin	$135K	$0	1	0.02%	Maintained
260	CI CAZ Investments Houston, Texas	$125K	$0	1	0.18%	Maintained
261	BAM Blueshift Asset Management Red Bank, New Jersey	$121K	+$125K	1	0.01%	New
262	William Blair & Company Chicago, Illinois	$115K	+$119K	1	0%	New
263	Atria Investments Charlotte, North Carolina	$111K	+$115K	1	0%	New
264	Perigon Wealth Management San Francisco, California	$111K	+$120K	1	0.02%	New
265	HCM Huber Capital Management El Segundo, California	$105K	+$111K	1	0.01%	New
266	State Board of Administration of Florida Retirement System Tallahassee, Florida	$101K	$0	1	0%	Maintained
267	CAM Claret Asset Management Montreal, Quebec, Canada	$99K	-$462	1	0.02%	Reduced
268	PCM Prelude Capital Management New York	$97K	+$79.1K	1	0%	New
269	AIC Ayalon Insurance Company Ramat Gan, Israel	$92K	-$13.7K	1	0.06%	Reduced
270	Veritable Wilmington, Delaware	$91K	-$32.7K	1	0%	Reduced
271	BDS Banco de Sabadell Miami, Florida	$89K	-$46.2K	1	0.01%	Reduced
272	CC Courier Capital Buffalo, New York	$89K	+$95.6K	1	0.01%	New
273	FWM Foresight Wealth Management Draper, Utah	$87K	$0	2	0.05%	Maintained
274	HCM Heathbridge Capital Management Toronto, Ontario, Canada	$87K	$0	1	0.02%	Maintained
275	Clal Insurance Tel-Aviv, Israel	$80K	-$733K	1	0.09%	Reduced