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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
401	PIC Portland Investment Counsel Burlington, Ontario, Canada	$5.79M	$0	2	1.62%	Maintained
402	IIM Ipswich Investment Management Beverly, Massachusetts	$5.78M	-$87.3K	2	1.22%	Reduced
403	VF Virtu Financial New York	$5.76M	+$1.69M	9	0.18%	Increased
404	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$5.73M	+$6.65M	1	1.39%	New
405	DL Dockside LLC New York	$5.7M	+$6.27M	1	1.33%	New
406	Arrowstreet Capital Boston, Massachusetts	$5.69M	+$7.19M	1	0%	New
407	DCM Deuterium Capital Management Clearwater, Florida	$5.69M	+$2.76M	5	6.16%	Increased
408	Y-Intercept (HK) Hong Kong	$5.69M	-$14.1M	3	0.11%	Reduced
409	FC FORA Capital Miami, Florida	$5.69M	+$4.07M	2	0.39%	Increased
410	FRM Foundation Resource Management Little Rock, Arkansas	$5.66M	-$51.2K	1	0.66%	Reduced
411	MAI Capital Management Independence, Ohio	$5.66M	+$4.43M	4	0.02%	Increased
412	SCM SIR Capital Management New York	$5.65M	+$4.74M	2	0.65%	Increased
413	OIC Orion Investment Company St. Louis, Missouri	$5.6M	+$43.2K	1	1.63%	Increased
414	Natixis Paris, France	$5.59M	+$4.43M	7	0.02%	Increased
415	GSCM Greenfield Seitz Capital Management Dallas, Texas	$5.57M	-$301K	1	1.66%	Reduced
416	LIM Leavell Investment Management Mobile, Alabama	$5.55M	-$5.61K	1	0.2%	Reduced
417	ECM Engle Capital Management Greenwich, Connecticut	$5.53M	+$2.64M	1	1.52%	Increased
418	First Trust Advisors Wheaton, Illinois	$5.52M	-$12.7M	6	0%	Reduced
419	PensionDanmark Copenhagen O, Denmark	$5.51M	-$549K	1	0.05%	Reduced
420	WPI Walter Public Investments Westmount, Canada	$5.43M	+$5.98M	1	1.31%	New
421	CTA Colonial Trust Advisors Spartanburg, South Carolina	$5.43M	-$291K	2	0.38%	Reduced
422	FA Faithward Advisors Lancaster, Pennsylvania	$5.4M	+$56.7K	1	0.66%	Increased
423	CAPTRUST Financial Advisors Raleigh, North Carolina	$5.32M	+$1.69M	6	0.01%	Increased
424	Caprock Group Boise, Idaho	$5.29M	+$19.2K	4	0.1%	Increased
425	Jump Financial Chicago, Illinois	$5.28M	+$183K	4	0.04%	Increased