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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	$265M	-$695K	2	1.99%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$213M	+$2.72M	2	0.03%	Increased
3	Vanguard Group Malvern, Pennsylvania	$160M	+$3.53M	6	0.01%	Increased
4	Adage Capital Partners Boston, Massachusetts	$124M	+$12.6M	1	0.31%	Increased
5	KGI Kopernik Global Investors Tampa, Florida	$112M	-$553K	1	19.47%	Reduced
6	Vaughan Nelson Investment Management Houston, Texas	$91.4M	+$1.1M	1	1.23%	Increased
7	Mirae Asset Global Investments Seoul, South Korea	$79.6M	-$21.5M	6	0.58%	Reduced
8	Russell Investments Group London, United Kingdom	$76.8M	+$10.1M	3	0.14%	Increased
9	Royal Bank of Canada Toronto, Ontario, Canada	$75.4M	-$14.9M	8	0.03%	Reduced
10	Bank of Montreal Toronto, Ontario, Canada	$74.4M	+$36.7M	5	0.06%	Increased
11	Lingotto Investment Management London, United Kingdom	$70.4M	$0	1	16.72%	Maintained
12	Wellington Management Group Boston, Massachusetts	$65.9M	-$3.32M	1	0.01%	Reduced
13	Morgan Stanley New York	$50.8M	+$241K	8	0.01%	Increased
14	CIBC World Market Toronto, Ontario, Canada	$50.8M	-$2.26M	3	0.23%	Reduced
15	Norges Bank Oslo, Norway	$41.8M	+$4.92M	1	0.01%	Increased
16	Jupiter Asset Management London, United Kingdom	$39.1M	+$757K	1	1.27%	Increased
17	Guardian Capital (Canada) Toronto, Ontario, Canada	$37.6M	+$1.06M	1	0.69%	Increased
18	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$35.4M	-$12M	1	0.23%	Reduced
19	KeyBank National Association Cleveland, Ohio	$33.1M	+$3.47M	1	0.2%	Increased
20	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$31.9M	-$4.51M	1	1.09%	Reduced
21	BlackRock New York	$31.5M	-$1.16M	4	0%	Reduced
22	TD Asset Management Toronto, Ontario, Canada	$27.9M	+$94.2K	3	0.04%	Increased
23	MAM Majedie Asset Management London, United Kingdom	$27.1M	-$1.37M	1	1.92%	Reduced
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$26.6M	+$2.69M	6	0.02%	Increased
25	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$25.4M	+$4.62M	5	0.04%	Increased