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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	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$4.79M	-$188K	1	2.7%	Reduced
152	JWS Juncture Wealth Strategies Scottsdale, Arizona	$4.76M	+$318K	1	2.51%	Increased
153	DCM Dupont Capital Management Wilmington, Delaware	$4.76M	+$77K	1	0.15%	Increased
154	SLG Stanley-Laman Group Berwyn, Pennsylvania	$4.74M	+$1.39M	2	0.62%	Increased
155	Twin Tree Management Dallas, Texas	$4.69M	+$1.11M	1	0.01%	Increased
156	GWM Greenwich Wealth Management Greenwich, Connecticut	$4.66M	+$2.67M	2	0.39%	Increased
157	VF Virtu Financial New York	$4.66M	+$2.64M	6	0.41%	Increased
158	MUFG Securities (Canada) New York	$4.63M	+$14.8K	1	0.19%	Increased
159	Scotia Capital Toronto, Ontario, Canada	$4.46M	-$5.25M	3	0.03%	Reduced
160	MIM Merrion Investment Management Cranford, New Jersey	$4.42M	$0	1	3.37%	Maintained
161	Canada Life Winnipeg, Manitoba, Canada	$4.4M	-$11.1M	3	0.01%	Reduced
162	AWM Affinity Wealth Management Wilmington, Delaware	$4.35M	+$1.42M	2	0.86%	Increased
163	Private Advisor Group Morristown, New Jersey	$4.03M	-$928K	2	0.03%	Reduced
164	Jefferies Group New York	$4.02M	+$3.21M	1	0.03%	Increased
165	CCFM Clear Creek Financial Management Silverdale, Washington	$3.99M	-$5.55M	3	0.64%	Reduced
166	LPU Lansdowne Partners (UK) London, United Kingdom	$3.99M	+$3.47M	1	0.19%	New
167	FHA Flagship Harbor Advisors Boston, Massachusetts	$3.94M	$0	1	0.42%	Maintained
168	AAP Ardsley Advisory Partners Stamford, Connecticut	$3.94M	+$2.87M	3	0.6%	Increased
169	ED Exane Derivatives Paris, France	$3.81M	+$117K	7	0.92%	Increased
170	ArrowMark Colorado Holdings Denver, Colorado	$3.8M	+$3.31M	1	0.03%	New
171	Macquarie Group Sydney, NSW 2000, Australia	$3.75M	+$855K	1	0%	Increased
172	SG Americas Securities New York	$3.69M	+$1.59M	5	0.02%	Increased
173	TCM Tanaka Capital Management New York	$3.67M	+$1.55M	2	5.24%	Increased
174	Natixis Advisors Boston, Massachusetts	$3.65M	-$273K	1	0.02%	Reduced
175	Robertson Stephens Wealth Management San Francisco, California	$3.63M	+$113K	1	0.41%	Increased