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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
201	Confluence Investment Management St. Louis, Missouri	$397K	+$116K	1	0.02%	Increased
202	HBK Investments Dallas, Texas	$395K	+$180K	1	0%	Increased
203	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$389K	+$31.6K	1	0.01%	Increased
204	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$381K	$0	1	0.43%	Maintained
205	Edge Asset Management Seattle, Washington	$363K	-$94.4K	1	0%	Reduced
206	Rathbones Group Liverpool, United Kingdom	$347K	-$89.4K	2	0.02%	Reduced
207	SCM Signia Capital Management Spokane, Washington	$339K	-$40K	1	0.17%	Reduced
208	WAM World Asset Management Detroit, Michigan	$333K	-$2.57K	1	0.01%	Reduced
209	Loews Corp New York	$328K	$0	1	0%	Maintained
210	AIG American International Group New York	$326K	+$211K	4	0%	Increased
211	Creative Planning Overland Park, Kansas	$319K	+$78.7K	7	0%	Increased
212	Jefferies Group New York	$316K	+$47.1K	2	0%	Increased
213	Jupiter Asset Management London, United Kingdom	$307K	$0	1	0.01%	Maintained
214	Commonwealth Equity Services Waltham, Massachusetts	$304K	-$120K	1	0%	Reduced
215	MC Moors & Cabot Boston, Massachusetts	$291K	-$8.53K	1	0.05%	Reduced
216	LCM Landscape Capital Management Englewood, New Jersey	$284K	+$297K	1	0.14%	New
217	SG Americas Securities New York	$280K	-$78.2K	1	0%	Reduced
218	Waratah Capital Advisors Toronto, Ontario, Canada	$261K	+$273K	1	0.12%	New
219	FWM Frontier Wealth Management Kansas City, Missouri	$259K	+$255K	2	0.05%	New
220	DL Delta Lloyd Amsterdam, Netherlands	$250K	$0	1	0.01%	Maintained
221	SGAM Steinberg Global Asset Management Boca Raton, Florida	$244K	+$64.6K	1	0.05%	Increased
222	NPC National Planning Corporation El Segundo, California	$243K	+$58.1K	4	0.02%	Increased
223	Tower Research Capital (TRC) New York	$242K	+$106K	6	0.02%	Increased
224	BlueCrest Capital Management St Helier, Jersey	$238K	-$94.4K	1	0.01%	Reduced
225	SAM Steinberg Asset Management New York	$224K	$0	1	0.02%	Maintained