| 1 | Tesla IncTSLA | 7,16% |
| 2 | BHP Group LtdBHP.AX | 6,81% |
| 3 | Freeport-McMoRan IncFCX | 6,1% |
| 4 | Contemporary Amperex Technology Co Ltd300750.SZ | 6,01% |
| 5 | BYD Co Ltd1211.HK | 4,73% |
| 6 | Bloom Energy CorpBE | 4,45% |
| 7 | Grupo Mexico SAB de CVGMEXICOB.MX | 3% |
| 8 | TDK Corp6762.T | 2,61% |
| 9 | Teck Resources LtdTECK | 2,58% |
| 10 | Samsung SDI Co Ltd006400.KS | 2,45% |
| 11 | First Quantum Minerals LtdFM.TO | 2,07% |
| 12 | Sumitomo Metal Mining Co Ltd5713.T | 1,85% |
| 13 | South32 LtdS32.AX | 1,84% |
| 14 | Resonac Holdings Corp4004.T | 1,81% |
| 15 | Antofagasta PLCANTO.L | 1,74% |
| 16 | Albemarle CorpALB | 1,73% |
| 17 | Lundin Mining CorpLUN.TO | 1,72% |
| 18 | PLS Group LtdPLS.AX | 1,69% |
| 19 | LG Energy Solution Ltd373220.KS | 1,67% |
| 20 | Rivian Automotive IncRIVN | 1,58% |
| 21 | Hudbay Minerals IncHBM | 1,57% |
| 22 | Sociedad Quimica y Minera de Chile SASQM | 1,55% |
| 23 | MP Materials CorpMP | 1,45% |
| 24 | Jiangxi Copper Co Ltd600362.SS | 1,42% |
| 25 | Sandfire Resources LtdSFR.AX | 1,42% |
| 26 | Mineral Resources LtdMIN.AX | 1,35% |
| 27 | Western Mining Co Ltd601168.SS | 1,31% |
| 28 | Ganfeng Lithium Group Co Ltd1772.HK | 1,3% |
| 29 | Capstone Copper CorpCS.TO | 1,29% |
| 30 | IGO LTDIGO.AX | 1,28% |
| 31 | Zhejiang Huayou Cobalt Co Ltd603799.SS | 1,27% |
| 32 | Tianqi Lithium Corp9696.HK | 1,26% |
| 33 | Guangzhou Tinci Materials Technology Co Ltd002709.SZ | 1,26% |
| 34 | MMG Ltd1208.HK | 1,22% |
| 35 | Ecopro BM Co Ltd247540.KS | 1,22% |
| 36 | EnerSysENS | 1,22% |
| 37 | Umicore SAUMI.BR | 1,2% |
| 38 | Xiamen Tungsten Co Ltd600549.SS | 1,19% |
| 39 | Li Auto Inc2015.HK | 1,17% |
| 40 | Sigenergy Technology Co Ltd6656.HK | 1,16% |
| 41 | China Nonferrous Mining Corp Ltd1258.HK | 1,11% |
| 42 | NIO IncNIO | 1,05% |
| 43 | Yutong Bus Co Ltd600066.SS | 1,02% |
| 44 | CNGR Advanced Material Co Ltd2579.HK | 1% |
| 45 | JL Mag Rare-Earth Co Ltd6680.HK | 1% |
| 46 | Trimegah Bangun Persada Tbk PTNCKL.JK | 0,99% |
| 47 | Merdeka Battery Materials Tbk PTMBMA.JK | 0,95% |
| 48 | Zhejiang Leapmotor Technology Co Ltd9863.HK | 0,95% |
| 49 | Vinfast Auto LtdVFS | 0,83% |
| 50 | Yadea Group Holdings Ltd1585.HK | 0,83% |
| 51 | Cash & Other | 0,41% |
| 52 | Invesco Government & Agency Portfolio 12/31/2031AGPXX | 0,13% |
| 53 | Ecopro BM Co Ltd2670686D.KS | 0,02% |
| 54 | CHINESE YUANCNY | 0,01% |
| 55 | GMK Norilskiy Nickel PAOMNOD.IL | 0% |
