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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	OC Oppenheimer & Close New York	$123K	$0	1	0.16%	Maintained
252	American Century Companies Kansas City, Missouri	$121K	+$118K	2	0%	New
253	Tower Research Capital (TRC) New York	$121K	-$403K	7	0.01%	Reduced
254	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$116K	-$15.3K	1	0.05%	Reduced
255	State Board of Administration of Florida Retirement System Tallahassee, Florida	$116K	+$20.9K	2	0%	Increased
256	US Bancorp Minneapolis, Minnesota	$112K	-$91.4K	2	0%	Reduced
257	Two Sigma Securities New York	$109K	-$128K	1	0%	Reduced
258	WCM Weld Capital Management New York	$109K	+$107K	1	0.04%	New
259	JI Jeereddi Investments Los Angeles, California	$108K	$0	1	0.11%	Maintained
260	VAM Verity Asset Management Durham, North Carolina	$107K	-$33.3K	1	0.1%	Reduced
261	AIC Ayalon Insurance Company Ramat Gan, Israel	$105K	$0	1	0.06%	Maintained
262	MML Investors Services Springfield, Massachusetts	$103K	+$100K	1	0%	New
263	BDS Banco de Sabadell Miami, Florida	$102K	$0	1	0.01%	Maintained
264	Gulf International Bank (UK) London, United Kingdom	$100K	$0	1	0%	Maintained
265	BNP Paribas Financial Markets Paris, France	$97.6K	-$20.2K	4	0%	Reduced
266	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$94K	-$7.95K	3	0%	Reduced
267	FCA FinTrust Capital Advisors Greenville, South Carolina	$89K	$0	1	0.04%	Maintained
268	FWM Frontier Wealth Management Kansas City, Missouri	$88K	$0	1	0.01%	Maintained
269	RE RBC Europe London, United Kingdom	$82.1K	-$1.11K	5	0.01%	Reduced
270	EVC Eidelman Virant Capital Saint Louis, Missouri	$79K	+$87.1K	1	0.06%	New
271	HCM Heathbridge Capital Management Toronto, Ontario, Canada	$74K	$0	1	0.03%	Maintained
272	AIM Arcadia Investment Management Kalamazoo, Michigan	$72K	$0	1	0.02%	Maintained
273	PP Pacifica Partners Surrey, Canada	$71K	+$3.25K	4	0.08%	Increased
274	FWM Foresight Wealth Management Draper, Utah	$70K	$0	2	0.03%	Maintained
275	CFD Creative Financial Designs Kokomo, Indiana	$69K	-$2.75K	1	0.02%	Reduced