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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	BW Bison Wealth Atlanta, Georgia	$211K	-$76K	1	0.14%	Reduced
202	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$209K	$0	1	0.27%	Maintained
203	New York State Common Retirement Fund Albany, New York	$200K	+$81.7K	2	0%	Increased
204	CCM Coe Capital Management Highland Park, Illinois	$200K	+$20.6K	1	0.07%	Increased
205	Korea Investment Corp Seoul, South Korea	$191K	+$135K	1	0%	Increased
206	RIA Regal Investment Advisors Kentwood, Michigan	$187K	+$3.81K	1	0.05%	Increased
207	Rathbones Group Liverpool, United Kingdom	$186K	-$5.14K	1	0.01%	Reduced
208	Mariner Overland Park, Kansas	$184K	+$24.3K	2	0.01%	Increased
209	RhumbLine Advisers Boston, Massachusetts	$178K	+$11.5K	2	0%	Increased
210	TIM Thompson Investment Management Madison, Wisconsin	$171K	$0	1	0.04%	Maintained
211	PRC Platte River Capital Denver, Colorado	$168K	-$215K	1	0.15%	Reduced
212	AIG American International Group New York	$167K	-$417K	4	0%	Reduced
213	CBB Citizens Business Bank Ontario, California	$162K	$0	1	0.03%	Maintained
214	HighTower Advisors Chicago, Illinois	$160K	+$177K	1	0%	New
215	MAA Mraz Amerine & Associates Modesto, California	$159K	$0	1	0.06%	Maintained
216	TH Timber Hill Greenwich, Connecticut	$159K	-$768K	1	0%	Reduced
217	Jane Street New York	$158K	-$232K	1	0%	Reduced
218	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$150K	$0	1	0.06%	Maintained
219	CIP Champlain Investment Partners Burlington, Vermont	$146K	+$13.5K	1	0%	Increased
220	VOYA Investment Management Atlanta, Georgia	$144K	-$205K	2	0%	Reduced
221	NFA Nationwide Fund Advisors Columbus, Ohio	$137K	$0	2	0%	Maintained
222	JP Morgan Private Wealth Advisors San Francisco, California	$136K	+$168K	1	0%	New
223	FWM Focused Wealth Management Newburgh, New York	$132K	+$90.4K	1	0.08%	Increased
224	EAM Evanson Asset Management Carmel, California	$122K	$0	1	0.05%	Maintained
225	LCS Levin Capital Strategies New York	$122K	$0	1	0%	Maintained