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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	$256M	+$12.4M	2	1.85%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$196M	+$2.3M	2	0.03%	Increased
3	Vanguard Group Malvern, Pennsylvania	$151M	+$4.13M	6	0.01%	Increased
4	Adage Capital Partners Boston, Massachusetts	$118M	+$5.38M	1	0.3%	Increased
5	KGI Kopernik Global Investors Tampa, Florida	$116M	+$14.8M	1	19.84%	Increased
6	Vaughan Nelson Investment Management Houston, Texas	$88M	+$4.84M	1	1.17%	Increased
7	Russell Investments Group London, United Kingdom	$79.2M	+$7.41M	3	0.15%	Increased
8	Royal Bank of Canada Toronto, Ontario, Canada	$73.7M	+$5.01M	8	0.03%	Increased
9	Mirae Asset Global Investments Seoul, South Korea	$72.3M	-$2.99M	6	0.49%	Reduced
10	Lingotto Investment Management London, United Kingdom	$68.5M	+$4.47M	1	13.8%	Increased
11	Wellington Management Group Boston, Massachusetts	$61.6M	+$1.62M	1	0.01%	Increased
12	Rubric Capital Management (New York) New York	$46.2M	+$46.3M	2	3.64%	New
13	Morgan Stanley New York	$43.4M	-$3.7M	8	0.01%	Reduced
14	Norges Bank Oslo, Norway	$42.4M	+$4.31M	1	0.01%	Increased
15	CIBC World Market Toronto, Ontario, Canada	$35.7M	-$10.5M	3	0.16%	Reduced
16	Jupiter Asset Management London, United Kingdom	$35.4M	-$140K	1	1.12%	Reduced
17	Guardian Capital (Canada) Toronto, Ontario, Canada	$34.7M	+$431K	1	0.67%	Increased
18	Bank of Montreal Toronto, Ontario, Canada	$34.5M	-$33.4M	6	0.03%	Reduced
19	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$33.2M	+$4.08M	1	1.09%	Increased
20	BlackRock New York	$31.7M	+$1.61M	4	0%	Increased
21	KeyBank National Association Cleveland, Ohio	$31.4M	+$1.3M	1	0.18%	Increased
22	Manning & Napier Group Fairport, New York	$30.2M	+$10.8M	1	0.33%	Increased
23	OWIM Old West Investment Management Los Angeles, California	$25.9M	+$5.5M	6	12.22%	Increased
24	TD Asset Management Toronto, Ontario, Canada	$25.2M	-$361K	3	0.04%	Reduced
25	BCM Bienville Capital Management New York	$24.7M	+$10.5M	5	2.99%	Increased