| 1 | SPDR GOLD MINISHARES TRUSTGLDM | 6,39% |
| 2 | GE VERNOVA INCGEV | 2,93% |
| 3 | ABB LTD-REG /CHF/ABBN.SW | 2,56% |
| 4 | SHELL PLC-ADRSHEL | 2,34% |
| 5 | SIMON PROPERTY GROUP INCSPG | 2,3% |
| 6 | ENGIE /EUR/ENGI.PA | 2,23% |
| 7 | E.ON SE /EUR/EOAN.DE | 2,01% |
| 8 | VERTIV HOLDINGS CO-AVRT | 1,97% |
| 9 | EXXONMOBIL HOLDINGS CORPXOM | 1,96% |
| 10 | FREEPORT-MCMORAN INCFCX | 1,96% |
| 11 | SIEMENS ENERGY AG /EUR/ENR.DE | 1,94% |
| 12 | AIR LIQUIDE SA /EUR/AI.PA | 1,92% |
| 13 | RIO TINTO PLC-SPON ADRRIO | 1,9% |
| 14 | VALERO ENERGY CORPVLO | 1,89% |
| 15 | LOCKHEED MARTIN CORPLMT | 1,87% |
| 16 | AMERICAN ELECTRIC POWERAEP | 1,87% |
| 17 | HOWMET AEROSPACE INCHWM | 1,82% |
| 18 | KANSAI ELECTRIC POWER CO /JPY/9503.T | 1,81% |
| 19 | CBRE GROUP INC - ACBRE | 1,76% |
| 20 | CONSTELLATION ENERGYCEG | 1,7% |
| 21 | JONES LANG LASALLE INCJLL | 1,69% |
| 22 | CUMMINS INCCMI | 1,6% |
| 23 | NEWMONT CORPNEM | 1,57% |
| 24 | VISTRA CORPVST | 1,55% |
| 25 | VICI PROPERTIES INCVICI | 1,55% |
| 26 | LAMAR ADVERTISING CO-ALAMR | 1,45% |
| 27 | MITSUBISHI ELECTRIC CORP /JPY/6503.T | 1,45% |
| 28 | HOST HOTELS & RESORTS INCHST | 1,36% |
| 29 | CANADIAN NATURAL RESOURC /CAD/CNQ.TO | 1,34% |
| 30 | SLB LTDSLB.PA | 1,3% |
| 31 | EOG RESOURCES INCEOG | 1,29% |
| 32 | TECHNIPFMC PLCFTI | 1,25% |
| 33 | HALLIBURTON COHAL | 1,24% |
| 34 | SUNCOR ENERGY INC /CAD/SU.TO | 1,24% |
| 35 | SSE PLC /GBP/SSE.L | 1,24% |
| 36 | COMFORT SYSTEMS USA INCFIX | 1,2% |
| 37 | EXELON CORPEXC | 1,19% |
| 38 | WP CAREY INCWPC | 1,16% |
| 39 | STEEL DYNAMICS INCSTLD | 1,12% |
| 40 | DEVON ENERGY CORPDVN | 1,1% |
| 41 | CENOVUS ENERGY INCCVE.TO | 1,1% |
| 42 | FUJIKURA LTD /JPY/5803.T | 1,08% |
| 43 | SAFRAN SA /EUR/SAF.PA | 1,06% |
| 44 | GAMING AND LEISURE PROPERTIEGLPI | 1% |
| 45 | FIRSTENERGY CORPFE | 0,99% |
| 46 | EQT CORPEQT | 0,99% |
| 47 | ATI INCATI | 0,97% |
| 48 | OMEGA HEALTHCARE INVESTORSOHI | 0,94% |
| 49 | ANTERO RESOURCES CORPAR | 0,94% |
| 50 | CF INDUSTRIES HOLDINGS INCCF | 0,93% |
| 51 | NRG ENERGY INCNRG | 0,92% |
| 52 | ANGLOGOLD ASHANTI PLCANG.JO | 0,88% |
| 53 | NNN REIT INCNNN | 0,88% |
| 54 | EDISON INTERNATIONALEIX | 0,87% |
| 55 | CARPENTER TECHNOLOGYCRS | 0,86% |
| 56 | TALEN ENERGY CORPTLN | 0,84% |
| 57 | AERCAP HOLDINGS NVAER | 0,83% |
| 58 | RHEINMETALL AG /EUR/RHM.DE | 0,81% |
| 59 | NATIONAL FUEL GAS CONFG | 0,77% |
| 60 | MUELLER INDUSTRIES INCMLI | 0,7% |
| 61 | CROWN HOLDINGS INCCCK | 0,7% |
| 62 | STERLING INFRASTRUCTURE INCSTRL | 0,67% |
| 63 | ENERSYSENS | 0,65% |
| 64 | LEIDOS HOLDINGS INCLDOS | 0,64% |
| 65 | CARETRUST REIT INCCTRE | 0,64% |
| 66 | STAG INDUSTRIAL INCSTAG | 0,6% |
| 67 | CNX RESOURCES CORPCNX | 0,57% |
| 68 | FURUKAWA ELECTRIC CO LTD /JPY/5801.T | 0,51% |
| 69 | POWELL INDUSTRIES INCPOWL | 0,5% |
| 70 | COMMERCIAL METALS COCMC | 0,48% |
| 71 | HOLCIM LTD /CHF/HOLN.SW | 0,48% |
| 72 | DYCOM INDUSTRIES INCDY | 0,48% |
| 73 | KAJIMA CORP /JPY/1812.T | 0,48% |
| 74 | SPROTT PHYSICAL COPPER T /CAD/COP-UN.TO | 0,46% |
| 75 | CASHUSD | 0,43% |
| 76 | TAISEI CORP /JPY/1801.T | 0,41% |
| 77 | ABRDN PHYSICAL SILVER SHARESSIVR | 0,38% |
| 78 | MITSUI KINZOKU CO LTD /JPY/5706.T | 0,31% |
| 79 | NET OTHER ASSETS | 0,25% |
| 80 | WOODSIDE ENERGY GROUP LT /AUD/WDS.AX | 0% |
| 81 | CASHCAD | 0% |
| 82 | CASHAUD | 0% |
| 83 | CASHCHF | 0% |
| 84 | CASHEUR | -0% |
| 85 | CASHJPY | -0% |
| 86 | CASHGBP | -0% |