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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
26	Invesco Atlanta, Georgia	$204M	+$59.5M	10	0.04%	Increased
27	Geode Capital Management Boston, Massachusetts	$197M	+$12.5M	10	0.02%	Increased
28	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$196M	+$86.4M	10	0.17%	Increased
29	State Street Boston, Massachusetts	$194M	-$10.5M	7	0.01%	Reduced
30	CIBC Asset Management Toronto, Ontario, Canada	$190M	+$61.3M	5	0.62%	Increased
31	Goldman Sachs New York	$183M	-$15.7M	12	0.03%	Reduced
32	CIBC World Market Toronto, Ontario, Canada	$179M	+$16.9M	6	0.37%	Increased
33	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$159M	-$128M	3	0.77%	Reduced
34	Bank of New York Mellon New York	$156M	+$20M	9	0.03%	Increased
35	National Bank of Canada Montreal, Quebec, Canada	$150M	+$3.36M	11	0.17%	Increased
36	PIM Platinum Investment Management Sydney Australia 2000, Australia	$140M	+$636K	1	6.32%	Increased
37	Legal & General Group London, United Kingdom	$133M	+$3.12M	9	0.03%	Increased
38	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$129M	+$50.7M	8	53.64%	Increased
39	TD Asset Management Toronto, Ontario, Canada	$128M	+$17.8M	4	0.11%	Increased
40	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$125M	+$14.2M	13	0.62%	Increased
41	Vident Advisory Alpharetta, Georgia	$118M	+$2.76M	8	2.96%	Increased
42	Aristotle Capital Management Los Angeles, California	$112M	-$1.59M	1	0.2%	Reduced
43	Amundi Paris, France	$110M	+$1.89M	2	0.04%	Increased
44	Marshall Wace London, United Kingdom	$110M	+$65.1M	6	0.13%	Increased
45	Citigroup New York	$110M	+$3.44M	11	0.06%	Increased
46	P3I Progeny 3 Inc Kirkland, Washington	$108M	+$6.94M	1	9.1%	Increased
47	Susquehanna International Group Bala Cynwyd, Pennsylvania	$106M	+$37.7M	14	0.02%	Increased
48	AGF Management Toronto, Ontario, Canada	$105M	+$36.8M	1	0.53%	Increased
49	Bank of Nova Scotia Toronto, Ontario, Canada	$105M	-$42.6M	1	0.21%	Reduced
50	UBS Group Zurich, Switzerland	$105M	+$25.3M	13	0.02%	Increased