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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
376	Regions Financial Corp Birmingham, Alabama	$437K	+$509K	2	0%	Increased
377	TI Telemetry Investments New York	$436K	+$326K	1	0.52%	Increased
378	Confluence Investment Management St. Louis, Missouri	$429K	+$102K	1	0.01%	Increased
379	SPF Steven Patrick Farmer	$429K	+$515K	1	0.01%	New
380	PCOC Power Corp of Canada Montreal, Quebec, Canada	$425K	$0	1	0.09%	Maintained
381	STRS Ohio Columbus, Ohio	$425K	+$27.6K	1	0%	Increased
382	QC Quaero Capital Geneve, Switzerland	$420K	$0	1	0.34%	Maintained
383	State Board of Administration of Florida Retirement System Tallahassee, Florida	$418K	+$71	2	0%	Increased
384	CPA Cardiff Park Advisors Carlsbad, California	$415K	+$212K	1	0.06%	Increased
385	Steward Partners Investment Advisory New York	$408K	-$215K	5	0.01%	Reduced
386	WA Wealth Alliance Mellville, New York	$406K	-$27K	1	0.08%	Reduced
387	CAM Claret Asset Management Montreal, Quebec, Canada	$398K	-$254K	1	0.09%	Reduced
388	Larson Financial Group St Louis, Missouri	$398K	+$304K	4	0.07%	Increased
389	Northeast Financial Consultants Westport, Connecticut	$398K	+$190K	1	0.03%	Increased
390	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$396K	$0	2	0.26%	Maintained
391	Erste Asset Management Vienna, Austria	$392K	+$454K	1	0.01%	New
392	EOCM Energy Opportunities Capital Management Austin, Texas	$391K	-$28.2K	1	1.12%	Reduced
393	VCM Violich Capital Management San Francisco, California	$388K	$0	1	0.07%	Maintained
394	Fiduciary Trust Boston, Massachusetts	$379K	-$236K	3	0.01%	Reduced
395	EC EdgeRock Capital Denver, Colorado	$376K	+$451K	1	0.26%	New
396	IIA IPG Investment Advisors San Diego, California	$376K	$0	1	0.09%	Maintained
397	USAA United Services Automobile Association San Antonio, Texas	$375K	+$451K	1	0.01%	New
398	Avantax Advisory Services Dallas, Texas	$370K	-$346K	2	0.01%	Reduced
399	Tiedemann Advisors New York	$370K	-$64.4K	1	0.03%	Reduced
400	BCM Barometer Capital Management Toronto, Ontario, Canada	$370K	-$7.13M	1	0.15%	Reduced