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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	$183M	+$531K	2	1.7%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$142M	+$23.1M	2	0.02%	Increased
3	Vanguard Group Malvern, Pennsylvania	$110M	+$6.73M	6	0%	Increased
4	KGI Kopernik Global Investors Tampa, Florida	$86.9M	-$906K	1	18.51%	Reduced
5	Adage Capital Partners Boston, Massachusetts	$85.5M	-$12.7M	1	0.26%	Reduced
6	William Blair Investment Management Chicago, Illinois	$81.1M	+$70M	1	0.39%	Increased
7	Brandes Investment Partners La Jolla, California	$70.9M	+$67.1M	1	2.48%	Increased
8	Russell Investments Group London, United Kingdom	$66.4M	+$5.89M	3	0.17%	Increased
9	Lingotto Investment Management London, United Kingdom	$65.8M	-$11.4M	1	19.34%	Reduced
10	Royal Bank of Canada Toronto, Ontario, Canada	$48.6M	+$301K	8	0.02%	Increased
11	Guardian Capital (Canada) Toronto, Ontario, Canada	$44.9M	-$2.28M	1	1.34%	Reduced
12	Norges Bank Oslo, Norway	$31.5M	$0	1	0.01%	Maintained
13	Mirae Asset Global Investments Seoul, South Korea	$30.6M	-$16.9M	6	0.24%	Reduced
14	Ameriprise Minneapolis, Minnesota	$29.8M	-$675K	1	0.02%	Reduced
15	Morgan Stanley New York	$25.8M	-$6.92M	8	0.01%	Reduced
16	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$25.5M	+$51.4K	1	1.03%	Increased
17	Bank of Nova Scotia Toronto, Ontario, Canada	$25.5M	+$9.89K	2	0.09%	Increased
18	OWIM Old West Investment Management Los Angeles, California	$24.6M	+$8.91M	6	18.5%	Increased
19	KeyBank National Association Cleveland, Ohio	$24.4M	+$785K	1	0.16%	Increased
20	CIBC World Market Toronto, Ontario, Canada	$23.3M	-$174K	3	0.12%	Reduced
21	Bank of Montreal Toronto, Ontario, Canada	$21M	-$3.31M	6	0.02%	Reduced
22	Wellington Management Group Boston, Massachusetts	$20.7M	-$30.9M	1	0.01%	Reduced
23	MCM Moerus Capital Management New York	$18.1M	+$5.5M	1	8.84%	Increased
24	Bank of America Charlotte, North Carolina	$17.6M	+$2.8M	7	0%	Increased
25	Dimensional Fund Advisors Austin, Texas	$17.2M	+$3.19M	1	0.01%	Increased