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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	Bridgeway Capital Management Houston, Texas	$170K	$0	1	0%	Maintained
202	MC Moors & Cabot Boston, Massachusetts	$168K	-$8.53K	1	0.03%	Reduced
203	Advisor Group Phoenix, Arizona	$162K	+$96.2K	5	0%	Increased
204	MCM Marathon Capital Management Hunt Valley, Maryland	$157K	+$135K	1	0.07%	New
205	FCCM First City Capital Management Savannah, Georgia	$156K	-$48.8K	1	0.12%	Reduced
206	SCM Schneider Capital Management Berwyn, Pennsylvania	$154K	-$69K	1	0.03%	Reduced
207	NN Investment Partners Holdings The Hague, Netherlands	$150K	$0	1	0%	Maintained
208	TSS Two Sigma Securities New York	$149K	-$82.4K	2	0.05%	Reduced
209	EAM Evanson Asset Management Carmel, California	$133K	$0	1	0.04%	Maintained
210	Confluence Investment Management St. Louis, Missouri	$129K	+$111K	1	0%	New
211	MAA Mraz Amerine & Associates Modesto, California	$127K	$0	1	0.04%	Maintained
212	Tower Research Capital (TRC) New York	$116K	-$97.5K	4	0.01%	Reduced
213	AGF Investments Inc Toronto, Ontario, Canada	$114K	-$914K	1	0%	Reduced
214	M&T Bank Buffalo, New York	$109K	-$4.85K	1	0%	Reduced
215	Rathbones Group Liverpool, United Kingdom	$108K	-$21.7K	1	0.01%	Reduced
216	Kornitzer Capital Management Shawnee Mission, Kansas	$105K	$0	1	0%	Maintained
217	LCM Leisure Capital Management Costa Mesa, California	$105K	+$1.49K	1	0.09%	Increased
218	RHBC R.H. Bluestein & Co Birmingham, Michigan	$105K	$0	1	0.01%	Maintained
219	WhitTier Trust Company Reno, Nevada	$98K	+$83.7K	1	0.01%	Increased
220	D.A. Davidson & Co Great Falls, Montana	$87K	-$325	1	0%	Reduced
221	MAI Capital Management Independence, Ohio	$82K	$0	1	0.01%	Maintained
222	AIM Arcadia Investment Management Kalamazoo, Michigan	$73K	+$63.2K	1	0.02%	New
223	MSI Financial Services Springfield, Massachusetts	$73K	+$37.6K	3	0%	Increased
224	Stonehage Fleming Financial Services St. Helier, Jersey	$72K	$0	2	0%	Maintained
225	NFA Nationwide Fund Advisors Columbus, Ohio	$66K	$0	1	0%	Maintained