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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	AWM Affinity Wealth Management Wilmington, Delaware	$476K	+$485K	1	0.29%	New
202	JGC J. Goldman & Co New York	$467K	+$498K	1	0.04%	New
203	Tocqueville Asset Management New York	$466K	-$2.46K	1	0.01%	Reduced
204	SEC Seven Eight Capital New York	$457K	-$1M	1	0.03%	Reduced
205	VWA V Wealth Advisors Overland Park, Kansas	$457K	+$15.6K	1	0.23%	Increased
206	Crossmark Global Holdings Houston, Texas	$437K	-$29.6K	1	0.01%	Reduced
207	SAM Shell Asset Management The Hague, Netherlands	$433K	-$96.4K	2	0.01%	Reduced
208	VOYA Investment Management Atlanta, Georgia	$430K	+$256K	3	0%	Increased
209	DekaBank Deutsche Girozentrale Frankfurt, Germany	$417K	+$237K	1	0%	Increased
210	Stephens Inc Little Rock, Arkansas	$414K	+$29.9K	1	0.01%	Increased
211	California Public Employees Retirement System Sacramento, California	$412K	$0	2	0%	Maintained
212	Cambridge Investment Research Advisors Fairfield, Iowa	$411K	+$133K	1	0%	Increased
213	Capital Fund Management (CFM) Paris, France	$409K	-$44K	1	0%	Reduced
214	Associated Banc-Corp Green Bay, Wisconsin	$384K	$0	1	0.03%	Maintained
215	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$357K	-$4.46M	1	0%	Reduced
216	Comerica Bank Dallas, Texas	$342K	-$10.6K	2	0%	Reduced
217	HCM Hollencrest Capital Management Newport Beach, California	$335K	-$342K	1	0.05%	Reduced
218	Verition Fund Management Greenwich, Connecticut	$325K	+$332K	1	0.02%	New
219	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$317K	$0	1	0.04%	Maintained
220	VF Virtu Financial New York	$309K	+$205K	5	0.02%	Increased
221	New York State Common Retirement Fund Albany, New York	$308K	-$105K	2	0%	Reduced
222	AIG American International Group New York	$303K	-$172K	2	0%	Reduced
223	Neuberger Berman Group New York	$294K	-$5.14K	1	0%	Reduced
224	DCM Dupont Capital Management Wilmington, Delaware	$293K	$0	1	0.01%	Maintained
225	VI Versor Investments New York	$286K	+$292K	1	0.07%	New