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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	T. Rowe Price Associates Baltimore, Maryland	$332M	-$2.65M	2	0.03%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$265M	+$5.48M	7	0.01%	Increased
3	William Blair Investment Management Chicago, Illinois	$260M	+$3.35M	1	0.84%	Increased
4	Mirae Asset Global Investments Seoul, South Korea	$204M	+$71.6M	7	0.71%	Increased
5	Lingotto Investment Management London, United Kingdom	$185M	+$14.3M	1	21.18%	Increased
6	KGI Kopernik Global Investors Tampa, Florida	$163M	-$18.5M	1	18.35%	Reduced
7	Beutel, Goodman & Co Toronto, Ontario, Canada	$154M	-$197M	2	0.97%	Reduced
8	Royal Bank of Canada Toronto, Ontario, Canada	$113M	+$2M	9	0.03%	Increased
9	Ameriprise Minneapolis, Minnesota	$107M	+$14.3M	1	0.04%	Increased
10	Manning & Napier Group Fairport, New York	$102M	-$20.5M	1	0.87%	Reduced
11	MP MFN Partners Boston, Massachusetts	$100M	+$92.9M	1	7.46%	New
12	Russell Investments Group London, United Kingdom	$98.6M	-$9.28M	4	0.17%	Reduced
13	Morgan Stanley New York	$96.1M	+$20.8M	9	0.01%	Increased
14	BlackRock New York	$91.6M	+$10.2M	5	0%	Increased
15	KeyBank National Association Cleveland, Ohio	$90.3M	+$7.33M	1	0.42%	Increased
16	Brandes Investment Partners La Jolla, California	$90.2M	-$63.8M	1	2.14%	Reduced
17	Bank of Montreal Toronto, Ontario, Canada	$86.2M	+$27.8M	8	0.06%	Increased
18	Guardian Capital (Canada) Toronto, Ontario, Canada	$80.8M	-$28.2M	1	1.35%	Reduced
19	Exchange Traded Concepts Oklahoma City, Oklahoma	$72M	+$42M	6	2.69%	Increased
20	Norges Bank Oslo, Norway	$70.3M	-$3.35M	1	0.02%	Reduced
21	OWIM Old West Investment Management Los Angeles, California	$68.6M	-$32.9M	5	14.35%	Reduced
22	State Street Boston, Massachusetts	$66.3M	+$33.8M	3	0%	Increased
23	CIBC World Market Toronto, Ontario, Canada	$63.9M	+$5.24M	5	0.19%	Increased
24	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$60.8M	+$33.4M	2	0.34%	Increased
25	Wellington Management Group Boston, Massachusetts	$59.8M	+$19.1M	1	0.01%	Increased