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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
1126	BA Bridgewater Advisors New York	$330K	+$10.1K	1	0.02%	Increased
1127	Calamos Advisors Naperville, Illinois	$329K	-$6.33M	1	0%	Reduced
1128	NMC Nine Masts Capital Central, Hong Kong	$329K	+$362K	1	0.03%	New
1129	Midwest Trust Overland Park, Kansas	$326K	+$89.4K	1	0%	Increased
1130	Kovitz Investment Group Partners Chicago, Illinois	$325K	+$1.12K	2	0.01%	Increased
1131	TWM Thrive Wealth Management Audubon, Pennsylvania	$321K	+$354K	1	0.04%	New
1132	MCA Magnolia Capital Advisors Jackson, Mississippi	$321K	+$3.5K	1	0.06%	Increased
1133	MWA Meridian Wealth Advisors Austin, Texas	$319K	$0	1	0.04%	Maintained
1134	TA TrueWealth Advisors Birmingham, Alabama	$319K	-$59.1K	1	0.07%	Reduced
1135	SG StoneX Group New York	$319K	-$377K	3	0.01%	Reduced
1136	FGA Fortis Group Advisors Westwood, New Jersey	$318K	-$411K	1	0.05%	Reduced
1137	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$317K	+$349K	1	0.03%	New
1138	SPCM Spruce Point Capital Management New York	$316K	-$2.3M	1	0.55%	Reduced
1139	EFS Essex Financial Services Essex, Connecticut	$313K	-$1.01K	1	0.02%	Reduced
1140	OFA Oak Family Advisors Chicago, Illinois	$312K	-$1.18M	1	0.08%	Reduced
1141	WA WealthTrust Axiom Wayne, Pennsylvania	$312K	$0	1	0.07%	Maintained
1142	Carnegie Investment Counsel Pepper Pike, Ohio	$311K	+$16.8K	1	0.01%	Increased
1143	SP SIH Partners Wilmington, Delaware	$311K	-$182K	2	0%	Reduced
1144	KCM Kennondale Capital Management Richmond, Virginia	$310K	$0	1	0.21%	Maintained
1145	CCFM Clear Creek Financial Management Silverdale, Washington	$308K	-$400K	1	0.02%	Reduced
1146	HCM Heathbridge Capital Management Toronto, Ontario, Canada	$306K	$0	1	0.1%	Maintained
1147	Bessemer Group Woodbridge, New Jersey	$306K	-$55.4K	6	0%	Reduced
1148	Capula Management Grand Cayman, Cayman Islands	$306K	+$104K	1	0%	Increased
1149	Dai-ichi Life Insurance Company Tokyo, Japan	$306K	+$336K	1	0.01%	New
1150	WesBanco Bank Wheeling, West Virginia	$306K	$0	1	0.01%	Maintained