| 1 | Deere & CompanyDE | 9,84% |
| 2 | Constellation EnergyCEG | 7,98% |
| 3 | Exxon Mobil CorporationXOM | 5,59% |
| 4 | General Electric CompanyGE | 4,36% |
| 5 | Newmont CorporationNEM | 3,74% |
| 6 | Raytheon Technologies CorporationRTX | 3,42% |
| 7 | Corteva Inc.CTVA | 3,38% |
| 8 | Chevron CorporationCVX | 3,27% |
| 9 | Vestas Wind Systems A/SVWS.CO | 2,86% |
| 10 | Freeport-McMoRan Inc. (Class B)FCX | 2,78% |
| 11 | Agnico Eagle Mines LimitedAEM.TO | 2,76% |
| 12 | Shell PlcSHEL.L | 2,24% |
| 13 | Grupo Mexico, S.A.B. de C.V. (Class B)GMEXICOB.MX | 2,23% |
| 14 | Glencore PlcGLEN.L | 2,17% |
| 15 | Nutrien Ltd.NTR.TO | 2,17% |
| 16 | Rolls-Royce Holdings PlcRR.L | 2,16% |
| 17 | The Boeing CompanyBA | 2,11% |
| 18 | Barrick Gold CorporationABX.TO | 2% |
| 19 | Wheaton Precious Metals Corp.WPM.TO | 1,88% |
| 20 | Anglo American PlcAAL.L | 1,79% |
| 21 | First Solar, Inc.FSLR | 1,77% |
| 22 | Airbus Group SEAIR.PA | 1,73% |
| 23 | Safran S.A.SAF.PA | 1,68% |
| 24 | Lockheed Martin CorporationLMT | 1,55% |
| 25 | Orsted A/SORSTED.CO | 1,54% |
| 26 | TotalEnergies SETTE.PA | 1,54% |
| 27 | Saudi Arabian Mining Company | 1,4% |
| 28 | ConocoPhillipsCOP | 1,38% |
| 29 | Franco-Nevada CorpFNV.TO | 1,37% |
| 30 | Howmet Aerospace Inc.HWM | 1,32% |
| 31 | BWX Technologies, Inc.BWXT | 1,23% |
| 32 | Kubota Corporation6326.T | 1,19% |
| 33 | CF Industries Holdings, Inc.CF | 1,16% |
| 34 | Nextracker Inc. (Class A)NXT | 1,03% |
| 35 | BAE Systems PlcBA.L | 1% |
| 36 | Northrop Grumman CorporationNOC | 0,94% |
| 37 | Enbridge Inc.ENB.TO | 0,9% |
| 38 | BP PlcBP.L | 0,89% |
| 39 | Kerry Group Plc (Class A)KYGA.L | 0,87% |
| 40 | Canadian Natural Resources Ltd.CNQ.TO | 0,86% |
| 41 | Enlight Renewable Energy Ltd.ENLT.TA | 0,82% |
| 42 | Zijin Mining Group Co., Ltd.2899.HK | 0,81% |
| 43 | The Williams Companies, Inc.WMB | 0,75% |
| 44 | Reliance Industries Ltd.RELIANCE.NS | 0,69% |
| 45 | Darling Ingredients Inc.DAR | 0,58% |
| 46 | Ormat Technologies, Inc.ORA | 0,53% |
| 47 | Oklo Inc. (Class A)OKLO | 0,46% |
| 48 | Yara International ASAYAR.OL | 0,45% |
| 49 | Cash - USD | 0,44% |
| 50 | CGN Power Co., Ltd. (Class H)1816.HK | 0,34% |
| 51 | Muyuan Foods Co., Ltd. (Class H)2714.HK | 0,03% |
| 52 | Cash - GBP | 0,03% |
