| 1 | Shell Plc-NewSHEL.L | 5,82% |
| 2 | Exxonmobil Holdings CorpXOM | 5,53% |
| 3 | Bunge Global SaBG | 4,39% |
| 4 | Suncor Energy IncSU.TO | 3,95% |
| 5 | Nutrien LtdNTR.TO | 3,91% |
| 6 | Glencore InternationalGLEN.L | 3,28% |
| 7 | Newmont Mining CorporationNEM | 3,07% |
| 8 | Franco-Nevada CorpFNV.TO | 2,98% |
| 9 | Corteva Inc-W/ICTVA | 2,91% |
| 10 | Phillips 66PSX | 2,76% |
| 11 | CF Industries Holdings Inc.CF | 2,7% |
| 12 | Total SATTE.PA | 2,58% |
| 13 | Mowi ASAMOWI.OL | 2,53% |
| 14 | Smithfield Foods IncSFD | 2,53% |
| 15 | Freeport-Mcmoran Inc.FCX | 2,45% |
| 16 | Barrick Mining CorpABX.TO | 2,29% |
| 17 | Eni SPAENI.MI | 2,27% |
| 18 | Repsol YPF SAREP.MC | 2,22% |
| 19 | ConocophillipsCOP | 2,2% |
| 20 | Anglo American PLCAAL.L | 2,15% |
| 21 | Yara International ASAYAR.OL | 1,97% |
| 22 | Jbs Nv-AJBS | 1,89% |
| 23 | Deere & CompanyDE | 1,88% |
| 24 | ArcelorMittalMTS.MC | 1,83% |
| 25 | Rio Tinto PLC-Sponsored ADRRIO | 1,77% |
| 26 | Schlumberger Ltd.SLB.PA | 1,7% |
| 27 | Cenovus Energy IncCVE.TO | 1,37% |
| 28 | Imperial Oil LtdIMO.TO | 1,26% |
| 29 | Nisshin Seifun Group Inc2002.T | 1,2% |
| 30 | Coeur D Alene Mines CorCDE | 1,14% |
| 31 | Eldorado Gold CorpELD.TO | 1,11% |
| 32 | Devon Energy CorporationDVN | 1,05% |
| 33 | Givaudan-RegGIVN.SW | 1% |
| 34 | Nucor CorporationNUE | 0,99% |
| 35 | Cameco CorpCCO.TO | 0,98% |
| 36 | Reliance Industries Ltd GDR | 0,98% |
| 37 | Perpetua Resources CorpPPTA.TO | 0,95% |
| 38 | JBT Marel CorpJBTM | 0,94% |
| 39 | Hudbay Minerals Inc.HBM.TO | 0,93% |
| 40 | Venture Global IncVG | 0,91% |
| 41 | Tyson Foods IncTSN | 0,91% |
| 42 | Aluminum Corp of China Ltd2600.HK | 0,86% |
| 43 | First Quantum Minerals LtdFM.TO | 0,86% |
| 44 | Bakkafrost P/FBAKKA.OL | 0,83% |
| 45 | Skeena Resources LtdSKE.TO | 0,83% |
| 46 | Tamboran Resources CorpTBN | 0,82% |
| 47 | Flowserve CorporationFLS | 0,76% |
| 48 | Petroleo Brasileiro S.A. - ADRPBR | 0,7% |
| 49 | Denison Mines CorpDML.TO | 0,58% |
| 50 | Valero Energy CorporationVLO | 0,54% |
| 51 | Minerva SaBEEF3.SA | 0,53% |
| 52 | Solaris Energy InfrastructureSEI | 0,53% |
| 53 | Fervo Energy Co-AFRVO | 0,49% |
| 54 | Albemarle CorporationALB | 0,49% |
| 55 | Century Alum CoCENX | 0,49% |
| 56 | Mastec IncMTZ | 0,45% |
| 57 | Solv Energy IncMWH | 0,42% |
| 58 | Net Other Assets USD | 0,31% |
| 59 | Cash & Cash Equivalents | 0,22% |
| 60 | Minerva Sa warrants | 0% |
