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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
801	TLCM Twin Lakes Capital Management Redwood Shores, California	$686	$0	1	0%	Maintained
802	BC Barrett & Company Providence, Rhode Island	$652	$0	2	0%	Maintained
803	NRG Nemes Rush Group Novi, Michigan	$625	+$556	1	0%	New
804	Farther Finance Advisors San Francisco, California	$613	-$12K	4	0%	Reduced
805	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$328	$0	1	0%	Maintained
806	ME McIlrath & Eck Arlington, Washington	$272	$0	1	0%	Maintained
807	WBC West Branch Capital Amherst, Massachusetts	$220	$0	1	0%	Maintained
808	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$188	$0	1	0%	Maintained
809	TWD True Wealth Design Akron, Ohio	$126	$0	1	0%	Maintained
810	RG Retirement Group San Diego, California	$63	$0	1	0%	Maintained
811	PAM Pinpoint Asset Management Hong Kong	$41	+$36.5K	1	0%	Increased
812	GCS Gordian Capital (Singapore) Singapore	$29	$0	2	0%	Maintained
813	AWM Accel Wealth Management Waverly, Iowa	$0	-$126K	0	–	Closed
814	ANB Amarillo National Bank Amarillo, Texas	$0	-$4.27M	0	–	Closed
815	Americana Partners Houston, Texas	$0	-$138K	0	–	Closed
816	AFM Anson Funds Management Dallas, Texas	$0	-$1.78M	0	–	Closed
817	Aquatic Capital Management Chicago, Illinois	$0	-$64K	0	–	Closed
818	Armistice Capital New York	$0	-$2.7M	0	–	Closed
819	AGP Autumn Glory Partners Dallas, Texas	$0	-$271K	0	–	Closed
820	Avidian Wealth Enterprises Houston, Texas	$0	-$132K	0	–	Closed
821	AW Avion Wealth The Woodlands, Texas	$0	$0	0	–	Closed
822	Bailard Foster City, California	$0	-$96.9K	0	–	Closed
823	Baker Avenue Asset Management San Francisco, California	$0	-$51K	0	–	Closed
824	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$0	-$29.2M	0	–	Closed
825	BCM Bayesian Capital Management Brooklyn, New York	$0	-$513K	0	–	Closed