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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	PFA Peak Financial Advisors Denver, Colorado	$1.92M	+$12.2K	1	1.51%	Increased
302	SEA Stegent Equity Advisors Houston, Texas	$1.92M	-$479K	1	2.15%	Reduced
303	SL Sentinus LLC Oak Brook, Illinois	$1.92M	-$189K	2	0.61%	Reduced
304	SIM Sterling Investment Management Tucson, Arizona	$1.9M	-$26.8K	1	1.51%	Reduced
305	Two Sigma Investments New York	$1.88M	-$214K	2	0%	Reduced
306	American Century Companies Kansas City, Missouri	$1.81M	+$275K	2	0%	Increased
307	Edmond de Rothschild Holding Chambesy, Switzerland	$1.81M	-$9.22K	1	0.04%	Reduced
308	DA Duality Advisers Miami, Florida	$1.81M	-$3.45M	1	0.23%	Reduced
309	Krilogy Financial St. Louis, Missouri	$1.77M	+$1.67M	1	0.16%	New
310	William Blair & Company Chicago, Illinois	$1.76M	-$141K	2	0.01%	Reduced
311	Brinker Capital Investments Berwyn, Pennsylvania	$1.74M	-$128K	3	0.02%	Reduced
312	Orion Portfolio Solutions Omaha, Nebraska	$1.74M	-$128K	3	0.02%	Reduced
313	Natixis Paris, France	$1.73M	-$652K	5	0.01%	Reduced
314	Lincoln National Corp Radnor, Pennsylvania	$1.73M	+$1.55M	1	0.03%	New
315	GIM Guild Investment Management Los Angeles, California	$1.72M	-$54.6K	3	2.42%	Reduced
316	SM Southport Management Wilson, Wyoming	$1.67M	+$793K	4	9.15%	Increased
317	AR Advisory Research Chicago, Illinois	$1.64M	+$555K	1	0.21%	Increased
318	FFG Fortem Financial Group Palm Desert, California	$1.61M	+$1.52M	1	0.95%	New
319	Utah Retirement Systems Salt Lake City, Utah	$1.6M	-$73.1K	1	0.02%	Reduced
320	MetLife Investment Management Whippany, New Jersey	$1.57M	+$138K	4	0.01%	Increased
321	CG Cutler Group San Francisco, California	$1.57M	-$33.7K	8	0.22%	Reduced
322	GIA GHP Investment Advisors Denver, Colorado	$1.57M	$0	1	0.09%	Maintained
323	Moran Wealth Management Naples, Florida	$1.57M	+$1.41M	1	0.06%	New
324	NewEdge Advisors New Orleans, Louisiana	$1.53M	+$216K	5	0.02%	Increased
325	Credit Agricole Montrouge Cedex, France	$1.52M	-$3.81K	4	0.03%	Reduced