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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	Beutel, Goodman & Co Toronto, Ontario, Canada	$154M	-$3.18M	1	1.49%	Reduced
2	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$141M	-$6.3M	1	0.95%	Reduced
3	Manning & Napier Advisors Fairport, New York	$138M	+$10.2M	1	0.85%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$93.4M	-$137K	1	0.02%	Reduced
5	Royal Bank of Canada Toronto, Ontario, Canada	$87.2M	-$1.03M	7	0.05%	Reduced
6	Vanguard Group Malvern, Pennsylvania	$77.5M	+$1.84M	5	0%	Increased
7	KGI Kopernik Global Investors Tampa, Florida	$66.7M	+$5.23M	1	14.27%	Increased
8	Adage Capital Partners Boston, Massachusetts	$52.3M	$0	1	0.14%	Maintained
9	CIBC World Market Toronto, Ontario, Canada	$50.4M	+$984K	2	0.19%	Increased
10	Guardian Capital (Canada) Toronto, Ontario, Canada	$49.6M	+$10.9M	1	0.78%	Increased
11	Allianz Asset Management Munich, Germany	$46M	-$1.9M	1	0.04%	Reduced
12	Letko, Brosseau & Associates Montreal, Quebec, Canada	$42.4M	-$447K	1	0.4%	Reduced
13	Global X Management Company New York	$42M	+$4.61M	6	1.86%	Increased
14	Bank of Montreal Toronto, Ontario, Canada	$40.5M	+$222K	3	0.04%	Increased
15	Emerald Acquisition Seattle, Washington	$40M	+$1.72M	2	0.08%	Increased
16	AQR Capital Management Greenwich, Connecticut	$38.6M	-$24.2M	1	0.06%	Reduced
17	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$36M	+$4.46M	3	0.12%	Increased
18	BlackRock Advisors Wilmington, Delaware	$35.8M	-$2.29M	2	0.04%	Reduced
19	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$35.6M	-$6.14M	1	0.35%	Reduced
20	Schroder Investment Management Group London, United Kingdom	$35.3M	+$24M	1	0.07%	Increased
21	TD Asset Management Toronto, Ontario, Canada	$29.1M	+$701K	2	0.05%	Increased
22	Norges Bank Oslo, Norway	$26.1M	-$606	2	0.01%	Reduced
23	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$25.2M	+$8.59M	1	2.05%	Increased
24	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$25.2M	-$1.13M	2	0.3%	Reduced
25	Morgan Stanley New York	$24.5M	+$6.06M	6	0.01%	Increased