| 1 | LINDE PLCLIN.DE | 14,18% |
| 2 | NEWMONT CORPNEM | 8,7% |
| 3 | FREEPORT MCMORAN INCFCX | 6,71% |
| 4 | SHERWIN WILLIAMS COSHW | 4,89% |
| 5 | ECOLAB INCECL | 4,54% |
| 6 | AIR PRODUCTS & CHEMICALS INCAPD | 4,2% |
| 7 | CRH PLC(US)CRH.L | 4,04% |
| 8 | CORTEVA INCCTVA | 3,77% |
| 9 | NUCOR CORPNUE | 3,72% |
| 10 | VULCAN MATERIALS COVMC | 2,19% |
| 11 | STEEL DYNAMICS INCSTLD | 2,13% |
| 12 | MARTIN MARIETTA MATERIALS INCMLM | 1,98% |
| 13 | PPG INDUSTRIES INCPPG | 1,61% |
| 14 | SMURFIT WESTROCK PLCSWR.L | 1,54% |
| 15 | ROYAL GOLD INCRGLD | 1,43% |
| 16 | COEUR MINING INCCDE | 1,4% |
| 17 | AMRIZE LTDAMRZ.SW | 1,4% |
| 18 | INTERNATIONAL FLAVORS & FRAGRAIFF | 1,38% |
| 19 | DOW INCDOW | 1,36% |
| 20 | PACKAGING CORP OF AMERICAPKG | 1,36% |
| 21 | AMCOR PLCAMCR | 1,34% |
| 22 | CF INDUSTRIES HOLDINGS INCCF | 1,31% |
| 23 | RELIANCE INCRS | 1,31% |
| 24 | INTERNATIONAL PAPER COIP | 1,2% |
| 25 | JAMES HARDIE IND PLCJHX | 1,1% |
| 26 | LYONDELLBASELL INDS CLASS A0EDD.L | 1,05% |
| 27 | BALL CORPBLL | 1,02% |
| 28 | ALBEMARLE CORPALB | 0,96% |
| 29 | HECLA MINING COHL | 0,89% |
| 30 | AVERY DENNISON CORPAVY | 0,86% |
| 31 | ALCOA CORPAA | 0,85% |
| 32 | RPM INTERNATIONAL INCRPM | 0,84% |
| 33 | CROWN HOLDINGS INCCCK | 0,83% |
| 34 | SOLSTICE ADVANCED MATERIAL INCSOLS | 0,65% |
| 35 | ELEMENT SOLUTIONS INCESI | 0,53% |
| 36 | MOSAIC CO NEWMOS | 0,53% |
| 37 | EASTMAN CHEMICAL COEMN | 0,52% |
| 38 | APTARGROUP INCATR | 0,52% |
| 39 | COMMERCIAL METALS COCMC | 0,5% |
| 40 | MP MATERIALS CORPMP | 0,5% |
| 41 | AXALTA COATING SYSTEMS LTD0U6C.L | 0,49% |
| 42 | CLEVELAND-CLIFFS INCCLF | 0,46% |
| 43 | NEWMARKET CORPNEU | 0,43% |
| 44 | EAGLE MATERIALS INCEXP | 0,39% |
| 45 | WARRIOR MET COAL INCHCC | 0,35% |
| 46 | BALCHEM CORPBCPC | 0,35% |
| 47 | SONOCO PRODUCTS COSON | 0,33% |
| 48 | MATERION CORPMTRN | 0,32% |
| 49 | CELANESE CORPCE | 0,31% |
| 50 | SENSIENT TECHNOLOGIES CORPSXT | 0,31% |
| 51 | PERIMETER SOLUTIONS INCPRM | 0,3% |
| 52 | CABOT CORPCBT | 0,27% |
| 53 | AVIENT CORPAVNT | 0,26% |
| 54 | SILGAN HOLDINGS INCSLGN | 0,23% |
| 55 | KNIFE RIVER HOLDING CO W/IKNF | 0,23% |
| 56 | USA RARE EARTH INC AUSAR | 0,21% |
| 57 | CONSTELLIUM SECSTM | 0,21% |
| 58 | NET OTHER ASSETS | 0,21% |
| 59 | CENTURY ALUMINUM COMPANYCENX | 0,2% |
| 60 | ASHLAND INCASH | 0,2% |
| 61 | GRAPHIC PACKAGING HOLDING COGPK | 0,2% |
| 62 | FULLER H B COFUL | 0,19% |
| 63 | KAISER ALUM CORPKALU | 0,17% |
| 64 | SCOTTS MIRACLE GRO COSMG | 0,17% |
| 65 | HAWKINS INCHWKN | 0,16% |
| 66 | INGEVITY CORPNGVT | 0,16% |
| 67 | WESTLAKE CORPWLK | 0,15% |
| 68 | ALPHA METALLURGICAL RESOUR INCAMR | 0,15% |
| 69 | INNOSPEC INCIOSP | 0,15% |
| 70 | CHEMOURS CO/ THECC | 0,15% |
| 71 | QUAKER HOUGHTONKWR | 0,14% |
| 72 | MINERALS TECHNOLOGIES INCMTX | 0,14% |
| 73 | PERPETUA RESOURCES CORPPPTA.TO | 0,14% |
| 74 | GREIF INC CL AGEF | 0,13% |
| 75 | OLIN CORPOLN | 0,13% |
| 76 | FMC CORP NEWFMC | 0,1% |
| 77 | HUNTSMAN CORPHUN | 0,1% |
| 78 | STEPAN COSCL | 0,09% |
| 79 | UNITED STATES LIME & MIN INCUSLM | 0,08% |
| 80 | HYCROFT MINING HOLDING CORPHYMC | 0,08% |
| 81 | WORTHINGTON STEEL INCWS | 0,08% |
| 82 | IVANHOE ELECTRIC INCIE | 0,08% |
| 83 | SYLVAMO CORPSLVM | 0,08% |
| 84 | RYERSON HOLDING CORPRYZ | 0,07% |
| 85 | ECOVYST INCECVT | 0,07% |
| 86 | O-I GLASS INCOI | 0,07% |
| 87 | TRIMAS CORPTRS | 0,07% |
| 88 | MCEWEN INCMUX | 0,07% |
| 89 | MYERS INDUSTRIESMYE | 0,07% |
| 90 | PURECYCLE TECHNOLOGIES INCPCT | 0,06% |
| 91 | TMC THE METALS CO INCTMC | 0,06% |
| 92 | COMPASS MINERALS INTL INCCMP | 0,06% |
| 93 | SUNCOKE ENERGY INCSXC | 0,06% |
| 94 | KOPPERS HLDGS INCKOP | 0,05% |
| 95 | METALLUS INCMTUS | 0,04% |
| 96 | STATE STREET 60 DAY MONEY MARK | 0,04% |
| 97 | UNITED STATES ANTIMONY CORPUAMY | 0,04% |
| 98 | LSB INDUSTRIES INCLXU | 0,04% |
| 99 | NIOCORP DEVELOPMENTS LTDNB.TO | 0,04% |
| 100 | TRONOX HOLDINGS PLCTROX | 0,04% |