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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	$226M	-$5.75M	2	1.81%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$202M	+$7.17M	2	0.02%	Increased
3	William Blair Investment Management Chicago, Illinois	$156M	+$5.07M	1	0.61%	Increased
4	Vanguard Group Malvern, Pennsylvania	$148M	+$1.9M	6	0%	Increased
5	KGI Kopernik Global Investors Tampa, Florida	$117M	+$15.8M	1	18.14%	Increased
6	Lingotto Investment Management London, United Kingdom	$103M	$0	1	16.54%	Maintained
7	Brandes Investment Partners La Jolla, California	$85.2M	-$5.96M	1	2.95%	Reduced
8	Manning & Napier Group Fairport, New York	$78.9M	+$64.9M	1	0.8%	Increased
9	Russell Investments Group London, United Kingdom	$71.4M	-$12.1M	4	0.15%	Reduced
10	Royal Bank of Canada Toronto, Ontario, Canada	$64.5M	-$10.2M	7	0.02%	Reduced
11	Guardian Capital (Canada) Toronto, Ontario, Canada	$63.3M	+$8.79M	1	1.66%	Increased
12	Ameriprise Minneapolis, Minnesota	$62.1M	+$17.3M	1	0.03%	Increased
13	Mirae Asset Global Investments Seoul, South Korea	$55.3M	+$18.1M	7	0.28%	Increased
14	KeyBank National Association Cleveland, Ohio	$47.5M	+$7.01M	1	0.26%	Increased
15	Morgan Stanley New York	$46.5M	-$4.18M	9	0.01%	Reduced
16	Norges Bank Oslo, Norway	$46.2M	+$1.14M	1	0.01%	Increased
17	Adage Capital Partners Boston, Massachusetts	$45.3M	-$46M	1	0.11%	Reduced
18	OWIM Old West Investment Management Los Angeles, California	$39.8M	+$806K	5	9.16%	Increased
19	Renaissance Technologies New York	$39M	-$16.2M	4	0.04%	Reduced
20	Bank of Nova Scotia Toronto, Ontario, Canada	$33.8M	+$111K	2	0.09%	Increased
21	CIBC World Market Toronto, Ontario, Canada	$33.4M	-$408K	4	0.15%	Reduced
22	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$33.4M	-$898K	1	1.27%	Reduced
23	Dimensional Fund Advisors Austin, Texas	$31M	+$10.5M	1	0.01%	Increased
24	Bank of Montreal Toronto, Ontario, Canada	$28.6M	+$3.2M	6	0.02%	Increased
25	Legal & General Group London, United Kingdom	$26.4M	+$7.88M	4	0.01%	Increased