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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
601	EFH Eaton Financial Holdings Coral Springs, Florida	$2.56M	-$464K	1	0.7%	Reduced
602	SWM Shelton Wealth Management Fort Worth, Texas	$2.56M	-$168K	2	1.01%	Reduced
603	Edmond de Rothschild Holding Chambesy, Switzerland	$2.54M	-$483K	2	0.03%	Reduced
604	TIS Titan Investment Solutions London,	$2.51M	+$704K	1	0.28%	Increased
605	DC Dayah Capital Stamford, Connecticut	$2.5M	+$2.72M	1	0.84%	Increased
606	CAM Councilmark Asset Management Knoxville, Tennessee	$2.5M	-$11.2K	1	1.32%	Reduced
607	GAM Gemmer Asset Management Walnut Creek, California	$2.48M	+$152K	2	0.17%	Increased
608	Arizona State Retirement System Phoenix, Arizona	$2.48M	+$88.6K	3	0.01%	Increased
609	Concurrent Investment Advisors Tampa, Florida	$2.47M	+$1.4M	5	0.02%	Increased
610	TNAM Terra Nova Asset Management New York	$2.41M	-$1.56M	1	1.48%	Reduced
611	Vestmark Advisory Solutions Wakefield, Massachusetts	$2.41M	-$1.53M	2	0.02%	Reduced
612	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.41M	-$674K	1	0.43%	Reduced
613	Royce & Associates New York	$2.4M	$0	2	0.02%	Maintained
614	MGO One Seven Beachwood, Ohio	$2.39M	+$141K	5	0.04%	Increased
615	PCM Princeton Capital Management Red Bank, New Jersey	$2.38M	+$109K	1	0.54%	Increased
616	IHT Wealth Management Chicago, Illinois	$2.38M	-$78.1K	2	0.05%	Reduced
617	PAP Persistent Asset Partners Hong Kong	$2.32M	+$79.6K	4	0.69%	Increased
618	LHWM Lake Hills Wealth Management Austin, Texas	$2.3M	+$2.67M	1	1.05%	New
619	UWM Udine Wealth Management Boca Raton, Florida	$2.28M	+$2.64M	1	0.94%	New
620	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$2.27M	-$8.63K	1	1.12%	Reduced
621	MIM Montgomery Investment Management Rockville, Maryland	$2.27M	$0	1	0.69%	Maintained
622	Fifth Third Bancorp Cincinnati, Ohio	$2.27M	+$72.3K	6	0%	Increased
623	BFA Bridgelight Financial Advisors Shelton, Connecticut	$2.26M	+$2.62M	1	1.55%	New
624	Arkadios Wealth Advisors Atlanta, Georgia	$2.25M	-$16.5K	2	0.03%	Reduced
625	Lord, Abbett & Co Jersey City, New Jersey	$2.25M	-$1.92M	1	0.01%	Reduced