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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	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$164K	+$85.9K	3	0.09%	Increased
202	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$161K	+$167K	2	0.02%	New
203	CIP Champlain Investment Partners Burlington, Vermont	$160K	+$12.8K	1	0%	Increased
204	Cubist Systematic Strategies Stamford, Connecticut	$157K	-$1.16M	1	0.01%	Reduced
205	AMF Tjänstepension Stockholm, Sweden	$156K	-$473K	1	0%	Reduced
206	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$152K	$0	1	0.06%	Maintained
207	MAA Mraz Amerine & Associates Modesto, California	$149K	-$12.8K	1	0.06%	Reduced
208	Trexquant Investment Stamford, Connecticut	$149K	-$3.2M	1	0.01%	Reduced
209	VOYA Investment Management Atlanta, Georgia	$148K	$0	2	0%	Maintained
210	FWM Focused Wealth Management Newburgh, New York	$143K	+$10.1K	1	0.08%	Increased
211	NFA Nationwide Fund Advisors Columbus, Ohio	$142K	$0	2	0%	Maintained
212	EAM Evanson Asset Management Carmel, California	$136K	+$12.8K	1	0.05%	Increased
213	SWA SFMG Wealth Advisors Plano, Texas	$134K	-$323K	1	0.03%	Reduced
214	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$132K	-$83.4K	1	0.18%	Reduced
215	Rathbones Group Liverpool, United Kingdom	$131K	-$48.3K	1	0.01%	Reduced
216	Tenor Capital Management New York	$130K	-$29.4K	1	0.03%	Reduced
217	DTL Dynamic Technology Lab Singapore	$128K	-$319K	1	0.04%	Reduced
218	Whitebox Advisors Minneapolis, Minnesota	$125K	-$797K	1	0%	Reduced
219	KL KGH Ltd Nassau, Bahamas	$123K	-$20.4M	1	0.01%	Reduced
220	LCS Levin Capital Strategies New York	$123K	$0	1	0%	Maintained
221	RHBC R.H. Bluestein & Co Birmingham, Michigan	$123K	$0	1	0.01%	Maintained
222	PEAK6 Group Chicago, Illinois	$120K	-$2.58M	1	0%	Reduced
223	RCM Riverhead Capital Management Wilmington, Delaware	$116K	$0	1	0%	Maintained
224	D.A. Davidson & Co Great Falls, Montana	$99K	-$5.04K	1	0%	Reduced
225	MC Matisse Capital Portland, Oregon	$99K	+$85.2K	1	0.05%	New