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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
151	Ninety One (UK) London, United Kingdom	$840K	$0	1	0%	Maintained
152	Exchange Traded Concepts Oklahoma City, Oklahoma	$827K	+$858K	6	0.17%	New
153	Charles Schwab San Francisco, California	$779K	+$30.2K	2	0%	Increased
154	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$757K	+$81.6K	2	0.09%	Increased
155	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$752K	-$97.5K	1	0%	Reduced
156	Zurich Cantonal Bank Zurich, Switzerland	$746K	-$12K	2	0.01%	Reduced
157	BA Ballew Advisors Jackson, Mississippi	$739K	+$11.1K	1	0.63%	Increased
158	PP Paloma Partners Greenwich, Connecticut	$725K	+$753K	1	0.01%	New
159	Synovus Financial Columbus, Georgia	$719K	+$28.1K	1	0.01%	Increased
160	Geneos Wealth Management Englewood, Colorado	$708K	-$36.8K	3	0.04%	Reduced
161	GS Gagnon Securities New York	$703K	$0	3	0.15%	Maintained
162	Commonwealth Equity Services Waltham, Massachusetts	$658K	+$1.16K	4	0%	Increased
163	Epoch Investment Partners New York	$646K	+$671K	1	0%	New
164	First Manhattan New York	$642K	-$34.2K	2	0%	Reduced
165	PEAK6 Investments Chicago, Illinois	$637K	+$357K	1	0%	Increased
166	Advisor Group Phoenix, Arizona	$627K	+$74.7K	8	0%	Increased
167	Bessemer Group Woodbridge, New Jersey	$611K	+$635K	1	0%	New
168	Mackenzie Financial Toronto Ontario, Ontario, Canada	$605K	-$610K	1	0%	Reduced
169	AllianceBernstein Nashville, Tennessee	$595K	-$17.7K	4	0%	Reduced
170	CM CoreCommodity Management Stamford, Connecticut	$583K	+$11.1K	1	0.33%	Increased
171	Greenleaf Trust Kalamazoo, Michigan	$573K	+$595K	1	0.01%	New
172	IRC Investors Research Corp Atlanta, Georgia	$546K	$0	1	0.25%	Maintained
173	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$537K	+$14.4K	2	0%	Increased
174	Janus Henderson Group London,	$520K	$0	1	0%	Maintained
175	NewEdge Advisors New Orleans, Louisiana	$505K	-$55.5K	2	0.02%	Reduced