| Nvidia Corporation | 11.3M | US$2.26B | 2.7% |
| Micron Technology, Inc. | 1.69M | US$1.95B | 2.3% |
| Apple Inc | 5.85M | US$1.69B | 2.0% |
| Alphabet Inc (google) Class C | 4.69M | US$1.67B | 2.0% |
| Cameco Corporation | 15.6M | US$1.58B | 1.9% |
| Advanced Micro Devices Inc | 2.38M | US$1.38B | 1.6% |
| Intel Corporation | 8.53M | US$1.19B | 1.4% |
| Microsoft Corp. | 3.13M | US$1.16B | 1.4% |
| Amazon.com, Inc. | 4.78M | US$1.14B | 1.4% |
| Wheaton Precious Metals Corp | 9.95M | US$1.12B | 1.3% |
| Broadcom Inc. | 2.93M | US$1.11B | 1.3% |
| Palantir Technologies Inc. | 8.5M | US$991M | 1.2% |
| Tesla, Inc. | 2.26M | US$951M | 1.1% |
| Meta Platforms, Inc. | 1.39M | US$781M | 0.93% |
| Rtx Corporation | 3.78M | US$717M | 0.85% |
| Cisco Systems, Inc. | 6.05M | US$711M | 0.85% |
| Pan American Silver Corp. | 15.6M | US$698M | 0.83% |
| General Dynamics Corporation | 1.91M | US$677M | 0.81% |
| Lockheed Martin Corporation | 1.32M | US$673M | 0.80% |
| Quanta Services, Inc. | 919K | US$662M | 0.79% |
| Coeur Mining, Inc. | 39.6M | US$647M | 0.77% |
| Csx Corporation | 13.1M | US$622M | 0.74% |
| Northrop Grumman Corporation | 1.18M | US$601M | 0.72% |
| Marvell Technology, Inc. | 1.98M | US$588M | 0.70% |
| Netflix, Inc. | 7.14M | US$514M | 0.61% |
| Deere & Company | 809K | US$513M | 0.61% |
| Howmet Aerospace Inc. | 1.9M | US$512M | 0.61% |
| Union Pacific Corporation | 1.81M | US$493M | 0.59% |
| United Rentals, Inc. | 430K | US$487M | 0.58% |
| Rockwell Automation, Inc. | 979K | US$485M | 0.58% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.01M | US$482M | 0.57% |
| Hudbay Minerals Inc | 19.9M | US$470M | 0.56% |
| Oklo Inc. | 8.94M | US$468M | 0.56% |
| Energy Transfer Lp | 24.4M | US$467M | 0.56% |
| Fastenal Company | 9.7M | US$466M | 0.56% |
| Teck Resources Limited Class A | 7.69M | US$458M | 0.55% |
| Freeport-mcmoran, Inc. | 7.21M | US$453M | 0.54% |
| Mplx Lp | 8.01M | US$451M | 0.54% |
| Norfolk Southern Corporation | 1.43M | US$449M | 0.54% |
| Dba Sempra | 4.78M | US$443M | 0.53% |
| Southern Copper Corporation | 2.53M | US$440M | 0.52% |
| Parker-hannifin Corporation | 448K | US$439M | 0.52% |
| Enterprise Products Partners L.p. | 11.8M | US$433M | 0.52% |
| Nucor Corporation | 1.85M | US$412M | 0.49% |
| Nexgen Energy Ltd. | 43.4M | US$408M | 0.49% |
| Emerson Electric Company | 2.8M | US$401M | 0.48% |
| Equinix, Inc. | 383K | US$399M | 0.48% |
| Plains All American Pipeline, L.p. | 17.7M | US$394M | 0.47% |
| Applied Materials, Inc. | 546K | US$393M | 0.47% |
| Rio Tinto Plc | 4.07M | US$387M | 0.46% |
| Western Midstream Partners, Lp | 8.64M | US$378M | 0.45% |
| Lam Research Corporation | 860K | US$370M | 0.44% |
| Uranium Energy Corp. | 34.7M | US$370M | 0.44% |
| L3harris Technologies, Inc. | 1.25M | US$362M | 0.43% |
| Walmart Inc. | 3.06M | US$346M | 0.41% |
| Digital Realty Trust, Inc. | 1.91M | US$343M | 0.41% |
| Williams Companies, Inc. (the) | 4.54M | US$338M | 0.40% |
| Qualcomm Incorporated | 1.75M | US$324M | 0.39% |
| Intuitive Surgical, Inc. | 810K | US$322M | 0.38% |
| Vulcan Materials Company (holding Company) | 1.07M | US$315M | 0.38% |
| Tc Energy Corporation | 4.73M | US$314M | 0.37% |
| Enbridge Inc. | 5.73M | US$311M | 0.37% |
| Hecla Mining Company | 19.7M | US$304M | 0.36% |
| Emcor Group, Inc. | 364K | US$302M | 0.36% |
| American Tower Corporation (reit) | 1.79M | US$293M | 0.35% |
| Kinder Morgan, Inc. | 8.98M | US$287M | 0.34% |
| Martin Marietta Materials, Inc. | 486K | US$280M | 0.33% |
| First Majestic Silver Corp. | 16.4M | US$278M | 0.33% |
| Mastec, Inc. | 660K | US$275M | 0.33% |
| Steel Dynamics, Inc. | 1.18M | US$271M | 0.32% |
| Kla Corporation | 906K | US$270M | 0.32% |
| Palo Alto Networks, Inc. | 792K | US$270M | 0.32% |
| Hess Midstream Lp | 7.06M | US$265M | 0.32% |
| Costco Wholesale Corporation | 278K | US$260M | 0.31% |
| Ssr Mining Inc. | 9.07M | US$257M | 0.31% |
| Oracle Corporation | 1.73M | US$254M | 0.30% |
| Oneok, Inc. | 2.91M | US$253M | 0.30% |
| International Business Machines Corporation | 893K | US$250M | 0.30% |
| Energy Fuels Inc. | 17.1M | US$249M | 0.30% |
| Carpenter Technology Corporation | 398K | US$246M | 0.29% |
| Targa Resources, Inc. | 893K | US$239M | 0.29% |
| Hubbell Inc | 455K | US$238M | 0.28% |
| Mercadolibre, Inc. | 139K | US$236M | 0.28% |
| Or Royalties Inc. | 7.29M | US$231M | 0.28% |
| Ati Inc. | 1.12M | US$221M | 0.26% |
| Applovin Corporation | 420K | US$216M | 0.26% |
| Compania De Minas Buenaventura Saa | 7.26M | US$213M | 0.25% |
| Centrus Energy Corp. | 1.26M | US$211M | 0.25% |
| Bwx Technologies, Inc. | 1.06M | US$207M | 0.25% |
| Sterling Infrastructure, Inc. | 245K | US$206M | 0.25% |
| Woodward, Inc. | 478K | US$203M | 0.24% |
| Sunoco Lp | 3.01M | US$203M | 0.24% |
| Denison Mines Corp. | 65M | US$199M | 0.24% |
| Crown Castle Inc. | 2.52M | US$191M | 0.23% |
| Crowdstrike Holdings, Inc. | 268K | US$189M | 0.23% |
| Sandisk Corporation | 83,210 | US$189M | 0.23% |
| Shopify Inc. | 1.63M | US$186M | 0.22% |
| Texas Instruments Incorporated | 592K | US$176M | 0.21% |
| Cheniere Energy Partners, Lp | 2.85M | US$174M | 0.21% |
| Fortinet, Inc. | 1.1M | US$169M | 0.20% |