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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
1251	MNBTD Moody National Bank Trust Division Galveston, Texas	$222K	-$452K	1	0.02%	Reduced
1252	Brighton Jones LLC Seattle, Washington	$222K	+$4.04K	1	0%	Increased
1253	Clark Capital Management Group Philadelphia, Pennsylvania	$222K	-$44.5K	1	0%	Reduced
1254	First Manhattan New York	$222K	-$1.34K	1	0%	Reduced
1255	Accredited Investors Edina, Minnesota	$221K	+$1.23K	1	0.01%	Increased
1256	GL Gerber LLC Columbus, Ohio	$221K	$0	1	0.1%	Maintained
1257	VDBMI Van Den Berg Management I Austin, Texas	$220K	-$72.5K	1	0.05%	Reduced
1258	Daymark Wealth Partners Cincinnati, Ohio	$220K	+$1.23K	1	0.01%	Increased
1259	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$219K	-$15K	1	0.03%	Reduced
1260	VWM Venturi Wealth Management Austin, Texas	$219K	-$213K	1	0.01%	Reduced
1261	3F 360 Financial Wayzata, Minnesota	$218K	+$243K	1	0.06%	New
1262	PS Planning Strategies Lancaster, Pennsylvania	$217K	+$248K	2	0.14%	New
1263	MCA McGuire Capital Advisors Bethany, Oklahoma	$217K	+$183K	5	0.12%	Increased
1264	WFI West Family Investments Carlsbad, California	$216K	+$237K	1	0.06%	New
1265	SSA South Street Advisors New York	$214K	$0	1	0.03%	Maintained
1266	TWP Tyche Wealth Partners Plano, Texas	$213K	+$247K	1	0.03%	New
1267	TCP TMB Capital Partners Little Rock, Arkansas	$213K	$0	1	0.07%	Maintained
1268	Bailard Foster City, California	$212K	-$6.22K	1	0%	Reduced
1269	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$210K	-$156K	1	0.12%	Reduced
1270	Flow Traders U.S. New York	$210K	-$648K	2	0.01%	Reduced
1271	AFA Amicus Financial Advisors Lubbock, Texas	$210K	$0	1	0.05%	Maintained
1272	AWP Abacus Wealth Partners Santa Monica, California	$209K	+$230K	1	0.02%	New
1273	CIM Cambria Investment Management Manhattan Beach, California	$207K	-$703K	1	0.01%	Reduced
1274	HP Havemeyer Place Greenwich, Connecticut	$207K	-$976K	1	0.02%	Reduced
1275	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$207K	$0	1	0.03%	Maintained