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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	VAM Verity Asset Management Durham, North Carolina	$300K	-$45.4K	1	0.12%	Reduced
777	MassMutual Private Wealth & Trust Windsor, Connecticut	$300K	+$293K	3	0.01%	Increased
778	PCA Private Capital Advisors Darien, Connecticut	$299K	$0	1	0.03%	Maintained
779	AFP Ausdal Financial Partners Davenport, Iowa	$296K	+$313K	2	0.03%	New
780	SFM Spartan Fund Management Toronto, Ontario, Canada	$295K	$0	3	0.83%	Maintained
781	Nomura Asset Management Tokyo, Japan	$294K	+$66.8K	1	0%	Increased
782	Envestnet Portfolio Solutions Chicago, Illinois	$291K	+$28.2K	1	0%	Increased
783	LG Lane Generational Dover, Massachusetts	$291K	-$30.5K	1	0.34%	Reduced
784	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$289K	+$304K	1	0.08%	New
785	CFM Catalyst Funds Management Sydney NSW, Australia	$285K	+$176K	2	0.08%	Increased
786	LAM Lewis Asset Management Lafayette, California	$284K	+$26.7K	1	0.22%	Increased
787	FHB First Hawaiian Bank Honolulu, Hawaii	$284K	+$24.8K	1	0.01%	Increased
788	IAP Indie Asset Partners Carmel, Indiana	$283K	-$30.5K	1	0.23%	Reduced
789	Sapient Capital Indianapolis, Indiana	$281K	+$24K	1	0.01%	Increased
790	Xponance Philadelphia, Pennsylvania	$278K	+$150K	4	0%	Increased
791	MAI Capital Management Independence, Ohio	$277K	$0	1	0%	Maintained
792	HC Hamilton Capital Columbus, Ohio	$277K	-$1.37K	1	0.02%	Reduced
793	KC Kepos Capital New York	$276K	-$517K	1	0.11%	Reduced
794	PWA PCG Wealth Advisors Overland Park, Kansas	$272K	+$286K	1	0.12%	New
795	Cullen/Frost Bankers San Antonio, Texas	$269K	+$24K	2	0%	Increased
796	PFM Privium Fund Management Amsterdam, Netherlands	$263K	+$213K	1	0.07%	New
797	IAIM International Assets Investment Management Orlando, Florida	$262K	+$181K	3	0.02%	Increased
798	OA Oxbow Advisors Austin, Texas	$262K	$0	1	0.03%	Maintained
799	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$259K	-$670K	1	0.02%	Reduced
800	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$257K	+$265K	1	0.01%	New