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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	$292M	-$7.46M	2	1.98%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$270M	+$1.6M	2	0.03%	Increased
3	William Blair Investment Management Chicago, Illinois	$207M	-$211K	1	0.69%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$204M	-$8.91M	6	0.01%	Reduced
5	KGI Kopernik Global Investors Tampa, Florida	$148M	-$6.02M	1	20.38%	Reduced
6	Lingotto Investment Management London, United Kingdom	$137M	$0	1	16.5%	Maintained
7	Brandes Investment Partners La Jolla, California	$131M	+$14.2M	1	3.37%	Increased
8	Manning & Napier Group Fairport, New York	$100M	-$3.55M	1	0.93%	Reduced
9	Mirae Asset Global Investments Seoul, South Korea	$96.1M	+$9.01M	7	0.36%	Increased
10	Royal Bank of Canada Toronto, Ontario, Canada	$89.1M	+$2.61M	9	0.03%	Increased
11	Russell Investments Group London, United Kingdom	$85.4M	-$9.8M	3	0.17%	Reduced
12	OWIM Old West Investment Management Los Angeles, California	$81.4M	+$2.5M	5	18.44%	Increased
13	Guardian Capital (Canada) Toronto, Ontario, Canada	$76.4M	-$6.18M	1	1.78%	Reduced
14	Ameriprise Minneapolis, Minnesota	$74.3M	-$6.52M	2	0.03%	Reduced
15	KeyBank National Association Cleveland, Ohio	$66.5M	+$2.74M	1	0.33%	Increased
16	Norges Bank Oslo, Norway	$59.7M	-$1.27M	1	0.01%	Reduced
17	Morgan Stanley New York	$57.8M	-$5.32M	9	0.01%	Reduced
18	BlackRock New York	$55.3M	+$3.86M	4	0%	Increased
19	Renaissance Technologies New York	$51.1M	-$4.73M	6	0.06%	Reduced
20	Adage Capital Partners Boston, Massachusetts	$49.4M	-$8.54M	1	0.11%	Reduced
21	CIBC World Market Toronto, Ontario, Canada	$46.8M	+$1.84M	4	0.15%	Increased
22	Bank of Nova Scotia Toronto, Ontario, Canada	$44.8M	-$49	2	0.1%	Reduced
23	Bank of Montreal Toronto, Ontario, Canada	$43.2M	+$617K	7	0.03%	Increased
24	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$40.9M	-$2.8M	1	1.27%	Reduced
25	PointState Capital New York	$40.6M	+$32.3M	2	0.76%	New