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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
301	BRWM B. Riley Wealth Management Memphis, Tennessee	$7K	$0	1	0.01%	Maintained
302	First Manhattan New York	$6K	+$7.67K	1	0%	New
303	LFR Lehman Financial Resources Media, Pennsylvania	$5K	$0	1	0%	Maintained
304	LWM Lenox Wealth Management Cincinnati, Ohio	$5K	$0	1	0%	Maintained
305	WRM Westport Resources Management Westport, Connecticut	$5K	$0	1	0%	Maintained
306	WEC Winslow Evans & Crocker Boston, Massachusetts	$4.86K	+$20	1	0%	Increased
307	1919 Investment Counsel Baltimore, Maryland	$4K	$0	1	0%	Maintained
308	Axa Paris, France	$4K	$0	1	0%	Maintained
309	DBT Dubuque Bank & Trust Dubuque, Iowa	$4K	+$3.92K	1	0%	New
310	Private Advisor Group Morristown, New Jersey	$4K	+$3.98K	1	0%	New
311	TCM Tradewinds Capital Management Bellingham, Washington	$4K	-$1.69K	2	0%	Reduced
312	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3K	$0	1	0%	Maintained
313	First Horizon Advisors Memphis, Tennessee	$3K	+$2.84K	1	0%	New
314	LIA LS Investment Advisors Bloomfield Hills, Michigan	$3K	$0	1	0%	Maintained
315	CHC City Holding Co Charleston, West Virginia	$2K	$0	1	0%	Maintained
316	AP Atwood & Palmer Kansas City, Missouri	$1K	$0	1	0%	Maintained
317	DAM Delta Asset Management Memphis, Tennessee	$1K	+$6.89K	1	0%	New
318	Fifth Third Bancorp Cincinnati, Ohio	$1K	+$1.47K	1	0%	New
319	One Capital Management Westlake Village, California	$1K	+$3.45K	1	0%	New
320	WhitTier Trust Company Reno, Nevada	$1K	$0	1	0%	Maintained
321	RWM Raffa Wealth Management Washington, District of Columbia	$442	+$490	1	0%	New
322	ARC Absolute Return Capital Boston, Massachusetts	$0	-$7.1M	0	–	Closed
323	Addenda Capital Montreal, Quebec, Canada	$0	-$5.57M	0	–	Closed
324	Advisors Asset Management Monument, Colorado	$0	-$63K	0	–	Closed
325	AGM Alpine Global Management New York	$0	-$81K	0	–	Closed