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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
776	Sit Investment Associates Minneapolis, Minnesota	$1.23M	$0	1	0.02%	Maintained
777	CF Carlson Financial Canby, Oregon	$1.23M	+$24.4K	2	0.63%	Increased
778	Ritholtz Wealth Management New York	$1.21M	-$67.2K	2	0.02%	Reduced
779	PAM PVG Asset Management Golden, Colorado	$1.2M	$0	1	0.7%	Maintained
780	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$1.2M	+$160K	1	0.1%	Increased
781	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.2M	$0	1	0%	Maintained
782	Tower Research Capital (TRC) New York	$1.2M	-$2.37M	13	0.03%	Reduced
783	AIP Almanack Investment Partners Wayne, Pennsylvania	$1.2M	+$1.41M	1	0.15%	New
784	CMF Counterpoint Mutual Funds San Diego, California	$1.2M	-$280K	2	0.12%	Reduced
785	LWM LeConte Wealth Management Maryville, Tennessee	$1.2M	+$157K	7	0.65%	Increased
786	BCA Bay Colony Advisors Concord, Massachusetts	$1.19M	+$40.2K	2	0.13%	Increased
787	Brown Advisory Baltimore, Maryland	$1.18M	+$65.3K	1	0%	Increased
788	Virginia Retirement Systems Richmond, Virginia	$1.18M	+$359K	2	0.01%	Increased
789	JSL JT Stratford LLC Gainesville, Georgia	$1.17M	-$83.9K	2	0.13%	Reduced
790	APFP Action Point Financial Planning Grand Rapids, Michigan	$1.17M	+$1.37M	9	0.12%	New
791	Johnson Investment Counsel Cincinnati, Ohio	$1.16M	+$5.94K	2	0.01%	Increased
792	TAM Tealwood Asset Management Minneapolis, Minnesota	$1.16M	-$1.52M	1	0.44%	Reduced
793	FCP Fidelis Capital Partners Tampa, Florida	$1.16M	-$16.5K	2	0.07%	Reduced
794	IA Inspire Advisors Meridian, Idaho	$1.15M	-$222K	1	0.08%	Reduced
795	CM Columbus Macro New Castle, Pennsylvania	$1.14M	+$89.8K	1	0.11%	Increased
796	WI Wahed Invest New York	$1.13M	+$159K	1	0.12%	Increased
797	CM CoreCommodity Management Stamford, Connecticut	$1.12M	-$393K	3	0.22%	Reduced
798	RSF Rik Saylor Financial Fairfield, Ohio	$1.12M	-$15.3K	1	0.74%	Reduced
799	FSA Financial Security Advisor Virginia Beach, Virginia	$1.12M	+$2.84K	3	0.18%	Increased
800	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$1.11M	+$664K	2	1.12%	Increased