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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	UBS AM Chicago, Illinois	$969K	-$1.44M	1	0%	Reduced
302	ACM Arosa Capital Management Miami Beach, Florida	$965K	+$859K	1	0.16%	Increased
303	Belpointe Asset Management Reno, Nevada	$947K	-$131K	2	0.06%	Reduced
304	WSCM Wellington Shields Capital Management New York	$941K	-$1.88M	1	0.12%	Reduced
305	CF Copperwynd Financial Scottsdale, Arizona	$931K	+$29.1K	2	0.55%	Increased
306	FM Freemont Management Vaud, Switzerland	$928K	$0	1	0.16%	Maintained
307	HT HAP Trading New York	$902K	-$3.38M	1	0.05%	Reduced
308	Janney Montgomery Scott Philadelphia, Pennsylvania	$887K	-$4.15M	3	0%	Reduced
309	YCM Yaupon Capital Management New York	$866K	+$186K	1	0.3%	Increased
310	Equitable Holdings New York	$847K	+$43.5K	1	0.02%	Increased
311	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$841K	$0	1	0.49%	Maintained
312	Belvedere Trading Chicago, Illinois	$835K	-$1.69M	2	0.03%	Reduced
313	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$825K	-$478K	6	0.04%	Reduced
314	SIM Sterling Investment Management Tucson, Arizona	$817K	-$35.4K	1	0.68%	Reduced
315	CCMU Cheyne Capital Management (UK) London, United Kingdom	$809K	-$4.16M	1	0.68%	Reduced
316	TC Titleist Capital San Antonio, Texas	$806K	+$370K	1	0.2%	Increased
317	AC Aristides Capital Louisville, Kentucky	$799K	$0	1	0.55%	Maintained
318	WBC Westpac Banking Corp Sydney, Australia	$795K	$0	1	0.01%	Maintained
319	Walleye Capital New York	$789K	+$538K	2	0.02%	Increased
320	Moneta Group Investment Advisors St Louis, Missouri	$783K	-$166K	1	0.03%	Reduced
321	Tidal Investments Milwaukee, Wisconsin	$770K	+$543K	3	0.03%	Increased
322	Independent Financial Group San Diego, California	$766K	+$491K	1	0.08%	Increased
323	CQS Credential Qtrade Securities Vancouver,	$751K	+$52.2K	1	0.05%	Increased
324	CCM CAAS Capital Management New York	$742K	+$891K	1	0.04%	New
325	RHBC R.H. Bluestein & Co Birmingham, Michigan	$738K	+$252K	1	0.05%	Increased