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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	$466M	+$20M	1	1.92%	Increased
2	Wellington Management Group Boston, Massachusetts	$407M	+$260M	1	0.11%	Increased
3	Beutel, Goodman & Co Toronto, Ontario, Canada	$356M	-$6.44M	1	2.74%	Reduced
4	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$339M	-$4.96M	1	1.97%	Reduced
5	BNP Paribas Financial Markets Paris, France	$262M	+$44.9M	4	0.2%	Increased
6	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$224M	-$38.1M	1	0.67%	Reduced
7	Royal Bank of Canada Toronto, Ontario, Canada	$199M	-$8.75M	6	0.15%	Reduced
8	Bank of Montreal Toronto, Ontario, Canada	$193M	+$11.1M	4	0.25%	Increased
9	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$176M	-$77.6M	1	1.35%	Reduced
10	CIBC World Market Toronto, Ontario, Canada	$144M	+$5M	2	0.55%	Increased
11	Guardian Capital (Canada) Toronto, Ontario, Canada	$125M	-$9.28M	1	1.93%	Reduced
12	Letko, Brosseau & Associates Montreal, Quebec, Canada	$116M	-$1.07M	1	0.99%	Reduced
13	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$116M	+$4.68M	3	0.4%	Increased
14	BlackRock Advisors Wilmington, Delaware	$113M	+$27.2M	3	0.11%	Increased
15	Fidelity Investments Boston, Massachusetts	$105M	-$14.4M	2	0.01%	Reduced
16	AGF Investments Inc Toronto, Ontario, Canada	$103M	-$11.1M	1	1.05%	Reduced
17	Guggenheim Capital Chicago, Illinois	$98.6M	-$9.97M	3	0.28%	Reduced
18	T. Rowe Price Associates Baltimore, Maryland	$81.5M	+$79.3M	1	0.02%	New
19	Soros Fund Management New York	$79.2M	+$17.6M	1	0.78%	Increased
20	Pinnacle Associates New York	$73.8M	+$16.6M	1	1.44%	Increased
21	Massachusetts Financial Services Boston, Massachusetts	$71M	-$711K	1	0.04%	Reduced
22	Norges Bank Oslo, Norway	$67M	+$4.1M	2	0.04%	Increased
23	TD Asset Management Toronto, Ontario, Canada	$65.9M	+$4.82M	2	0.12%	Increased
24	Morgan Stanley New York	$62.5M	+$25.8M	7	0.03%	Increased
25	Canada Life Winnipeg, Manitoba, Canada	$59.8M	-$6.83M	3	0.21%	Reduced