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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	$233M	-$12.1M	2	1.91%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$198M	+$7.29M	2	0.02%	Increased
3	William Blair Investment Management Chicago, Illinois	$153M	+$43.4M	1	0.62%	Increased
4	Vanguard Group Malvern, Pennsylvania	$147M	-$1.7M	6	0.01%	Reduced
5	Lingotto Investment Management London, United Kingdom	$104M	+$15.7M	1	17.12%	Increased
6	KGI Kopernik Global Investors Tampa, Florida	$104M	-$12.5M	1	18.63%	Reduced
7	Brandes Investment Partners La Jolla, California	$92.1M	-$2.91M	1	2.81%	Reduced
8	Adage Capital Partners Boston, Massachusetts	$89.5M	-$24.5M	1	0.23%	Reduced
9	Russell Investments Group London, United Kingdom	$80.8M	-$9.71M	3	0.18%	Reduced
10	Royal Bank of Canada Toronto, Ontario, Canada	$75M	+$9.59M	8	0.03%	Increased
11	Guardian Capital (Canada) Toronto, Ontario, Canada	$56M	-$4.82M	1	1.45%	Reduced
12	Renaissance Technologies New York	$55.7M	+$48.5M	3	0.05%	Increased
13	Morgan Stanley New York	$48.3M	+$11.6M	8	0.01%	Increased
14	Ameriprise Minneapolis, Minnesota	$46.7M	+$6.57M	1	0.02%	Increased
15	Norges Bank Oslo, Norway	$45.9M	+$3.39M	1	0.01%	Increased
16	KeyBank National Association Cleveland, Ohio	$41.6M	+$8.66M	1	0.24%	Increased
17	Mirae Asset Global Investments Seoul, South Korea	$36.8M	-$5.47M	6	0.22%	Reduced
18	OWIM Old West Investment Management Los Angeles, California	$36.2M	-$582K	6	10.72%	Reduced
19	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$34.7M	+$99.9K	1	1.4%	Increased
20	CIBC World Market Toronto, Ontario, Canada	$34.2M	+$2.83M	4	0.15%	Increased
21	Bank of Nova Scotia Toronto, Ontario, Canada	$34.2M	-$8.72K	2	0.12%	Reduced
22	Bank of Montreal Toronto, Ontario, Canada	$28.5M	+$718K	6	0.03%	Increased
23	Wellington Management Group Boston, Massachusetts	$25.5M	-$2.54M	1	0.01%	Reduced
24	BlackRock New York	$23.1M	+$3.04M	4	0%	Increased
25	TD Asset Management Toronto, Ontario, Canada	$22.9M	+$739K	1	0.03%	Increased