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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
626	IEFM IQ EQ Fund Management Dublin 2, Ireland	$2.25M	-$703K	1	0.14%	Reduced
627	TF Tandem Financial Greenwood Village, Colorado	$2.24M	+$95.7K	1	0.68%	Increased
628	Prudential Financial Newark, New Jersey	$2.22M	-$763K	6	0%	Reduced
629	Evercore Wealth Management New York	$2.22M	+$2.47M	1	0.03%	New
630	HIMS Hager Investment Management Services New London, New Hampshire	$2.19M	-$176K	2	1.01%	Reduced
631	SWM SeaCrest Wealth Management Purchase, New York	$2.18M	-$206K	2	0.24%	Reduced
632	MCM Mitchell Capital Management Leawood, Kansas	$2.18M	+$16.8K	1	0.33%	Increased
633	ClearBridge Investments New York	$2.18M	+$2.4M	1	0%	New
634	QIM Quantitative Investment Management Charlottesville, Virginia	$2.17M	-$3.35M	3	0.24%	Reduced
635	Capital Fund Management (CFM) Paris, France	$2.16M	-$8.93M	1	0.01%	Reduced
636	Ballentine Partners Waltham, Massachusetts	$2.15M	+$96.8K	3	0.03%	Increased
637	Park Avenue Securities New York	$2.14M	+$1.17M	4	0.01%	Increased
638	Moneta Group Investment Advisors St Louis, Missouri	$2.11M	+$2.45M	1	0.02%	New
639	BAM BOCHK Asset Management Hong Kong	$2.11M	-$690K	2	0.33%	Reduced
640	Apollon Wealth Management Mount Pleasant, South Carolina	$2.11M	+$877K	4	0.03%	Increased
641	Waverly Advisors Birmingham, Alabama	$2.1M	-$141K	4	0.01%	Reduced
642	TIA TCFG Investment Advisors Laguna Niguel, California	$2.09M	+$520K	2	0.7%	Increased
643	One Capital Management Westlake Village, California	$2.08M	$0	2	0.06%	Maintained
644	PFA Pettinga Financial Advisors Evansville, Indiana	$2.08M	-$140K	3	0.33%	Reduced
645	PWP Private Wealth Partners Mill Valley, California	$2.06M	$0	1	0.15%	Maintained
646	TMC Themes Management Co Greenwich, Connecticut	$2.06M	-$6.25M	3	1.36%	Reduced
647	Groupe la Francaise Paris, France	$2.05M	-$8.19K	1	0.02%	Reduced
648	GTS Securities Miami, Florida	$2.05M	-$1.32M	6	0.04%	Reduced
649	BJF Blue Jean Financial Albany, New York	$2.04M	+$419K	1	1.42%	Increased
650	RCAP Resolute Capital Asset Partners Denver, Colorado	$2.04M	+$2.24M	1	0.87%	New