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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	$232M	+$4.93M	2	1.61%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$148M	-$25.7M	2	0.02%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$132M	+$2.74M	6	0%	Increased
4	Adage Capital Partners Boston, Massachusetts	$119M	+$14.1M	1	0.29%	Increased
5	KGI Kopernik Global Investors Tampa, Florida	$109M	+$6.26M	1	20.78%	Increased
6	Lingotto Investment Management London, United Kingdom	$91M	+$30M	1	17.85%	Increased
7	Russell Investments Group London, United Kingdom	$86.9M	+$17.4M	4	0.17%	Increased
8	Vaughan Nelson Investment Management Houston, Texas	$83.9M	+$5.9M	1	1.12%	Increased
9	Mirae Asset Global Investments Seoul, South Korea	$67.6M	+$7.24M	6	0.47%	Increased
10	Royal Bank of Canada Toronto, Ontario, Canada	$61M	-$4.2M	8	0.02%	Reduced
11	Wellington Management Group Boston, Massachusetts	$60.4M	+$5.79M	1	0.01%	Increased
12	Rubric Capital Management (New York) New York	$53M	+$11.8M	1	4.86%	Increased
13	Morgan Stanley New York	$48.1M	+$10.7M	8	0.01%	Increased
14	Norges Bank Oslo, Norway	$39.3M	+$1.76M	1	0.01%	Increased
15	Guardian Capital (Canada) Toronto, Ontario, Canada	$35.6M	+$4.9M	1	0.71%	Increased
16	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$32.9M	+$3.54M	1	1.15%	Increased
17	Ameriprise Minneapolis, Minnesota	$30.7M	+$29.9M	2	0.01%	Increased
18	Jupiter Asset Management London, United Kingdom	$30.4M	-$986K	1	0.99%	Reduced
19	Bank of Montreal Toronto, Ontario, Canada	$30.4M	-$150K	5	0.03%	Reduced
20	Manning & Napier Group Fairport, New York	$30.3M	+$3.56M	1	0.34%	Increased
21	CIBC World Market Toronto, Ontario, Canada	$28.7M	-$2.85M	3	0.13%	Reduced
22	State of Tennessee, Department of Treasury Nashville, Tennessee	$28.3M	+$2.22M	2	0.13%	Increased
23	Bank of Nova Scotia Toronto, Ontario, Canada	$27.7M	+$10.2M	2	0.08%	Increased
24	KeyBank National Association Cleveland, Ohio	$26M	-$1.8M	1	0.15%	Reduced
25	OWIM Old West Investment Management Los Angeles, California	$24.4M	+$4.22M	6	14.3%	Increased