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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
1	Manning & Napier Advisors Fairport, New York	$404M	+$75.4M	1	1.83%	Increased
2	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$310M	-$12.2M	1	1.74%	Reduced
3	Beutel, Goodman & Co Toronto, Ontario, Canada	$305M	-$3.06M	1	2.66%	Reduced
4	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$238M	-$38.9M	1	0.72%	Reduced
5	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$232M	+$33.6M	1	1.66%	Increased
6	Royal Bank of Canada Toronto, Ontario, Canada	$189M	-$7.6M	7	0.13%	Reduced
7	Bank of Montreal Toronto, Ontario, Canada	$164M	-$15.6M	5	0.22%	Reduced
8	BNP Paribas Financial Markets Paris, France	$133M	-$659K	4	0.1%	Reduced
9	Wellington Management Group Boston, Massachusetts	$126M	+$19.9M	1	0.04%	Increased
10	CIBC World Market Toronto, Ontario, Canada	$126M	+$3.4M	1	0.52%	Increased
11	Guardian Capital (Canada) Toronto, Ontario, Canada	$121M	+$2.36M	1	1.92%	Increased
12	Fidelity Investments Boston, Massachusetts	$109M	-$3.2M	1	0.02%	Reduced
13	Letko, Brosseau & Associates Montreal, Quebec, Canada	$106M	-$1.69M	1	0.87%	Reduced
14	AGF Investments Inc Toronto, Ontario, Canada	$104M	-$3.98M	1	1.06%	Reduced
15	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$100M	-$9.23M	3	0.34%	Reduced
16	Guggenheim Capital Chicago, Illinois	$98.8M	+$13.6M	4	0.3%	Increased
17	ZE ZBI Equities New York	$90.1M	+$84.2M	1	4.88%	New
18	BlackRock Advisors Wilmington, Delaware	$77.2M	+$72M	4	0.07%	Increased
19	TGI Tradewinds Global Investors Los Angeles, California	$72.7M	+$17.9M	1	1.8%	Increased
20	Massachusetts Financial Services Boston, Massachusetts	$65.1M	+$21.8M	1	0.04%	Increased
21	Mackenzie Financial Toronto Ontario, Ontario, Canada	$62.6M	-$38.4M	1	0.32%	Reduced
22	Canada Life Winnipeg, Manitoba, Canada	$60.9M	-$12.7M	3	0.22%	Reduced
23	Norges Bank Oslo, Norway	$56.4M	+$4.19M	2	0.03%	Increased
24	Soros Fund Management New York	$55.4M	+$15.4M	1	0.47%	Increased
25	TD Asset Management Toronto, Ontario, Canada	$55M	-$9.08M	2	0.1%	Reduced