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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	Cetera Advisors Denver, Colorado	$15.3M	+$1.78M	8	0.12%	Increased
152	CWA Asset Management Group Naples, Florida	$15.1M	-$880K	1	0.92%	Reduced
153	BNP Paribas Financial Markets Paris, France	$15M	-$4.79M	7	0.01%	Reduced
154	FFM Fullerton Fund Management Singapore	$14.8M	+$7.52M	1	0.7%	Increased
155	Intact Investment Management Montreal, Quebec, Canada	$14.8M	+$2.41M	2	0.58%	Increased
156	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$14.7M	+$3.41M	2	2.49%	Increased
157	Caption Management Oklahoma City, Oklahoma	$14.4M	+$14.9M	5	0.22%	New
158	SI Sprott Inc Toronto, Ontario, Canada	$14.3M	-$2.09M	9	1.03%	Reduced
159	CC Cadinha & Co Honolulu, Hawaii	$14.3M	+$230K	1	2.46%	Increased
160	TGCMU Titan Global Capital Management USA New York	$14.2M	-$572K	4	2.24%	Reduced
161	SBF Sara-Bay Financial Sarasota, Florida	$14.2M	-$428K	1	6.36%	Reduced
162	ArrowMark Colorado Holdings Denver, Colorado	$13.5M	-$3.01M	1	0.15%	Reduced
163	Confluence Investment Management St. Louis, Missouri	$13M	-$266K	4	0.18%	Reduced
164	FCG Fielder Capital Group Nashville, Tennessee	$12.9M	+$1.29M	4	5.78%	Increased
165	Commonwealth Equity Services Waltham, Massachusetts	$12.9M	+$1.54M	6	0.02%	Increased
166	Raymond James Financial Services Advisors St. Petersburg, Florida	$12.8M	+$889K	8	0.02%	Increased
167	Russell Investments Group London, United Kingdom	$12.8M	-$502K	6	0.02%	Reduced
168	ST Spinnaker Trust Portland, Maine	$12.6M	+$352K	1	0.82%	Increased
169	BCM Bornite Capital Management New York	$12.4M	+$1.89M	2	2.08%	Increased
170	NC Nokomis Capital Dallas, Texas	$12.4M	-$599K	2	4.13%	Reduced
171	Cetera Advisor Networks El Segundo, California	$12.1M	-$601K	7	0.06%	Reduced
172	JCM Janney Capital Management Pittsburgh, Pennsylvania	$12.1M	-$382K	1	0.81%	Reduced
173	BCM Bienville Capital Management New York	$12M	-$2.25M	1	3.65%	Reduced
174	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$12M	-$1.61M	1	0.36%	Reduced
175	CP Cumberland Partners Toronto, Ontario, Canada	$11.7M	-$742K	1	0.85%	Reduced