| 1 | VanEck Commodity Strategy ETFPIT | 24,06% |
| 2 | VanEck Merk Gold SharesOUNZ | 19,9% |
| 3 | Williams Cos Inc/TheWMB | 1,85% |
| 4 | Targa Resources CorpTRGP | 1,71% |
| 5 | Kinder Morgan IncKMI | 1,65% |
| 6 | Tc Energy CorpTRP.TO | 1,2% |
| 7 | Csx CorpCSX | 1,19% |
| 8 | Newmont CorpNEM | 1,18% |
| 9 | Quanta Services IncPWR | 1,17% |
| 10 | Marathon Petroleum CorpMPC | 1,08% |
| 11 | Valero Energy CorpVLO | 1,06% |
| 12 | Phillips 66PSX | 0,99% |
| 13 | Welltower IncWELL | 0,9% |
| 14 | Altagas LtdALA.TO | 0,88% |
| 15 | Other/Cash | 0,88% |
| 16 | Johnson Controls International PlcJCI | 0,82% |
| 17 | Abb LtdABBN.SW | 0,82% |
| 18 | Exxon Mobil CorpXOM | 0,81% |
| 19 | United Rentals IncURI | 0,8% |
| 20 | Dt Midstream IncDTM | 0,8% |
| 21 | Keyera CorpKEY.TO | 0,8% |
| 22 | Norfolk Southern CorpNSC | 0,8% |
| 23 | Schlumberger NvSLB | 0,76% |
| 24 | Caterpillar IncCAT | 0,76% |
| 25 | Howmet Aerospace IncHWM | 0,75% |
| 26 | American Electric Power Co IncAEP | 0,75% |
| 27 | Parker-Hannifin CorpPH | 0,73% |
| 28 | Entergy CorpETR | 0,71% |
| 29 | Trane Technologies PlcTT | 0,69% |
| 30 | Crh PlcCRH | 0,66% |
| 31 | Baker Hughes CoBKR | 0,65% |
| 32 | Steel Dynamics IncSTLD | 0,64% |
| 33 | Archrock IncAROC | 0,63% |
| 34 | Kodiak Gas Services IncKGS | 0,6% |
| 35 | Century Aluminum CoCENX | 0,58% |
| 36 | Anglogold Ashanti PlcAU | 0,57% |
| 37 | Freeport-Mcmoran IncFCX | 0,57% |
| 38 | Iberdrola SaIBE.MC | 0,56% |
| 39 | Nucor CorpNUE | 0,56% |
| 40 | Prysmian SpaPRY.MI | 0,55% |
| 41 | Public StoragePSA | 0,55% |
| 42 | Corteva IncCTVA | 0,52% |
| 43 | Basf SeBAS.DE | 0,52% |
| 44 | Agnico Eagle Mines LtdAEM | 0,49% |
| 45 | Ati IncATI | 0,49% |
| 46 | Cameco CorpCCO.TO | 0,49% |
| 47 | Deere & CoDE | 0,49% |
| 48 | Shell PlcSHEL | 0,48% |
| 49 | Dominion Energy IncD | 0,48% |
| 50 | Carpenter Technology CorpCRS | 0,46% |
| 51 | Cf Industries Holdings IncCF | 0,46% |
| 52 | Texas Pacific Land CorpTPL | 0,46% |
| 53 | Chevron CorpCVX | 0,45% |
| 54 | Nac Kazatomprom JscKAP.IL | 0,45% |
| 55 | Vistra CorpVST | 0,44% |
| 56 | Xcel Energy IncXEL | 0,44% |
| 57 | Bayer AgBAYN.DE | 0,43% |
| 58 | General Aerospace CoGE | 0,42% |
| 59 | Denison Mines CorpDML.TO | 0,41% |
| 60 | Siemens AgSIE.DE | 0,4% |
| 61 | Bwx Technologies IncBWXT | 0,4% |
| 62 | Evergy IncEVRG | 0,39% |
| 63 | Ge Vernova LlcGEV | 0,39% |
| 64 | Sterling Infrastructure IncSTRL | 0,38% |
| 65 | Ventas IncVTR | 0,37% |
| 66 | Rtx CorpRTX | 0,37% |
| 67 | Uranium Energy CorpUEC | 0,36% |
| 68 | Nisource IncNI | 0,36% |
| 69 | Fresnillo PlcFRES.L | 0,35% |
| 70 | Energy Fuels Inc/CanadaEFR.TO | 0,34% |
| 71 | Comfort Systems Usa IncFIX | 0,34% |
| 72 | Bhp Group LtdBHP | 0,33% |
| 73 | Nvent Electric PlcNVT | 0,33% |
| 74 | Fujikura Ltd5803.T | 0,33% |
| 75 | Siemens Energy AgENR.DE | 0,32% |
| 76 | Argan IncAGX | 0,32% |
| 77 | Mastec IncMTZ | 0,31% |
| 78 | Mitsubishi Electric Corp6503.T | 0,31% |
| 79 | Sk Square Co Ltd402340.KS | 0,29% |
| 80 | Powell Industries IncPOWL | 0,28% |
| 81 | Oklo IncOKLO | 0,28% |
| 82 | Vertiv Holdings CoVRT | 0,28% |
| 83 | Ls Industrial Systems Co Ltd010120.KS | 0,27% |
| 84 | Kinross Gold CorpKGC | 0,26% |
| 85 | Dycom Industries IncDY | 0,26% |
| 86 | Nwpx Infrastructure IncNWPX | 0,26% |
| 87 | Essex Property Trust IncESS | 0,25% |
| 88 | Grupo Mexico Sab De CvGMEXICOB.MX | 0,25% |
| 89 | Bloom Energy CorpBE | 0,24% |
| 90 | Plains Gp Holdings LpPAGP | 0,23% |
| 91 | Sun Communities IncSUI | 0,22% |
| 92 | Omega Healthcare Investors IncOHI | 0,22% |
| 93 | Discovery Silver CorpDSV.TO | 0,21% |
| 94 | Rio Tinto LtdRIO.AX | 0,21% |
| 95 | Hyosung Heavy Industries Corp298040.KS | 0,2% |
| 96 | Pan American Silver CorpPAAS | 0,2% |
| 97 | Enbridge IncENB.TO | 0,19% |
| 98 | Caretrust REIT IncCTRE | 0,18% |
| 99 | Lundin Mining CorpLUN.TO | 0,18% |
| 100 | Iamgold CorpIAG | 0,18% |