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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	ACM Adalta Capital Management New York	$29K	$0	1	0.03%	Maintained
302	CB Chemical Bank Detroit, Michigan	$29K	$0	1	0%	Maintained
303	FPCP Fort Point Capital Partners San Francisco, California	$29K	$0	1	0.01%	Maintained
304	CQS Credential Qtrade Securities Vancouver,	$28.9K	-$4.17K	1	0.01%	Reduced
305	Valeo Financial Advisors Carmel, Indiana	$27K	-$12K	2	0%	Reduced
306	Luther King Capital Management (LKCM) Fort Worth, Texas	$25K	+$26.6K	1	0%	New
307	USAA United Services Automobile Association San Antonio, Texas	$25K	$0	1	0%	Maintained
308	Banco Santander Madrid, Spain	$23K	+$23.9K	1	0%	New
309	CG Cutler Group San Francisco, California	$23K	-$123K	1	0%	Reduced
310	Edmond de Rothschild Holding Chambesy, Switzerland	$23K	$0	1	0%	Maintained
311	FCA FinTrust Capital Advisors Greenville, South Carolina	$23K	+$23.3K	1	0.01%	New
312	MCIM Meadow Creek Investment Management Atlanta, Georgia	$23K	-$1.67K	1	0%	Reduced
313	ProShare Advisors Bethesda, Maryland	$23K	-$34.4K	1	0%	Reduced
314	Bessemer Group Woodbridge, New Jersey	$22K	+$27.9K	1	0%	New
315	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$22K	$0	1	0.01%	Maintained
316	RFM Royal Fund Management Lady Lake, Florida	$22K	$0	2	0.01%	Maintained
317	APA American Portfolios Advisors Holbrook, New York	$21.5K	+$19.4K	2	0%	Increased
318	Fidelity Investments Boston, Massachusetts	$20K	-$1.4M	3	0%	Reduced
319	MC Mathes Company New York	$20K	-$13.2K	1	0.01%	Reduced
320	WesBanco Bank Wheeling, West Virginia	$19K	$0	1	0%	Maintained
321	Prudential Financial Newark, New Jersey	$18K	+$1.67K	1	0%	Increased
322	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$18K	+$1.78K	1	0%	Increased
323	JC JBF Capital Aspen, Colorado	$17.8K	$0	1	0%	Maintained
324	FWM Focused Wealth Management Newburgh, New York	$17K	$0	1	0.01%	Maintained
325	Laird Norton Wetherby Wealth Management San Francisco, California	$17K	$0	1	0%	Maintained