| Bruker Corporation | 667K | US$40.1M | 4.3% |
| Oceaneering International, Inc. | 694K | US$28.1M | 3.0% |
| Tidewater Inc. | 394K | US$26.2M | 2.8% |
| Lockheed Martin Corporation | 48,441 | US$24.7M | 2.6% |
| Illumina, Inc. | 128K | US$22.5M | 2.4% |
| Suncor Energy Inc. | 418K | US$22.5M | 2.4% |
| Canadian Natural Resources Limited | 557K | US$22M | 2.3% |
| Asml Holding Nv | 11,000 | US$21.9M | 2.3% |
| Trilogy Metals Inc. | 6.09M | US$21.4M | 2.3% |
| Skyworks Solutions, Inc. | 295K | US$20M | 2.1% |
| Cameco Corporation | 194K | US$19.7M | 2.1% |
| Nexgen Energy Ltd. | 2.04M | US$19.1M | 2.0% |
| Antero Resources Corporation | 533K | US$18.7M | 2.0% |
| Nokia Oyj | 1.36M | US$18.1M | 1.9% |
| Core Natural Resources, Inc. | 220K | US$17.6M | 1.9% |
| Axcelis Technologies, Inc. | 90,334 | US$17.1M | 1.8% |
| Nutrien Ltd. | 259K | US$16.3M | 1.7% |
| Air Products And Chemicals, Inc. | 55,058 | US$16.1M | 1.7% |
| Expand Energy Corporation | 175K | US$15.9M | 1.7% |
| Eqt Corporation | 297K | US$15.8M | 1.7% |
| Boeing Company (the) | 69,454 | US$15M | 1.6% |
| Union Pacific Corporation | 52,870 | US$14.4M | 1.5% |
| Rio Tinto Plc | 146K | US$13.8M | 1.5% |
| Fluor Corporation | 255K | US$13.3M | 1.4% |
| Freeport-mcmoran, Inc. | 209K | US$13.2M | 1.4% |
| Range Resources Corporation | 345K | US$12.8M | 1.4% |
| Albemarle Corporation | 94,373 | US$12.7M | 1.3% |
| Ge Vernova Inc. | 10,815 | US$12.7M | 1.3% |
| Cf Industries Holdings, Inc. | 116K | US$12.5M | 1.3% |
| Alcoa Corporation | 237K | US$12.3M | 1.3% |
| Northrop Grumman Corporation | 24,203 | US$12.3M | 1.3% |
| Berkshire Hathaway Inc. | 22,326 | US$11.2M | 1.2% |
| Iperionx Ltd. | 345K | US$10.3M | 1.1% |
| Vertiv Holdings, Llc | 30,458 | US$10.2M | 1.1% |
| Alamos Gold Inc. | 336K | US$10.2M | 1.1% |
| Agnico Eagle Mines Limited | 64,372 | US$9.99M | 1.1% |
| Alpha Metallurgical Resources, Inc. | 60,213 | US$9.93M | 1.1% |
| Ipg Photonics Corporation | 81,189 | US$9.53M | 1.0% |
| Globalfoundries Inc. | 114K | US$9.38M | 0.99% |
| Dow Inc. | 281K | US$7.68M | 0.81% |
| Navitas Semiconductor Corporation | 427K | US$7.66M | 0.81% |
| Chemours Company (the) | 349K | US$7.15M | 0.76% |
| Applied Materials, Inc. | 9,200 | US$6.65M | 0.70% |
| Olin Corporation | 324K | US$6.42M | 0.68% |
| Pbf Energy Inc. | 141K | US$6.4M | 0.68% |
| Ford Mtr Co Del | 460K | US$6.39M | 0.68% |
| East West Bancorp, Inc. | 47,795 | US$6.17M | 0.65% |
| Almonty Industries Inc. | 356K | US$5.9M | 0.62% |
| Cleveland-cliffs Inc. | 616K | US$5.78M | 0.61% |
| Csx Corporation | 119K | US$5.65M | 0.60% |
| Celanese Corporation | 122K | US$5.63M | 0.60% |
| Petroleo Brasileiro Sa | 342K | US$5.52M | 0.58% |
| Canadian National Railway Company | 46,220 | US$5.51M | 0.58% |
| Tmc The Metals Company Inc. | 1.2M | US$5.33M | 0.56% |
| Keysight Technologies Inc. | 14,775 | US$5.17M | 0.55% |
| Wolfspeed, Inc. | 107K | US$5.15M | 0.55% |
| Canadian Pacific Kansas City Limited | 58,985 | US$5.11M | 0.54% |
| Thermo Fisher Scientific Inc | 10,083 | US$5.06M | 0.54% |
| Caterpillar, Inc. | 4,458 | US$4.75M | 0.50% |
| Veeco Instruments Inc. | 62,423 | US$4.73M | 0.50% |
| Teck Resources Limited Class A | 76,133 | US$4.53M | 0.48% |
| Norfolk Southern Corporation | 14,315 | US$4.5M | 0.48% |
| Comstock Resources, Inc. | 275K | US$4.1M | 0.43% |
| Bank Of America Corporation | 71,334 | US$4.06M | 0.43% |
| Coherent Corp. | 10,000 | US$3.94M | 0.42% |
| Mks Inc. | 8,790 | US$3.91M | 0.41% |
| Odyssey Marine Exploration, Inc. | 4.5M | US$3.83M | 0.41% |
| Golar Lng Limited | 76,478 | US$3.81M | 0.40% |
| Lithium Americas Corp. | 890K | US$3.43M | 0.36% |
| Ametek, Inc. | 12,970 | US$3.14M | 0.33% |
| Teledyne Technologies Incorporated | 4,260 | US$2.84M | 0.30% |
| Apple Inc | 9,685 | US$2.8M | 0.30% |
| Vale S.a. | 171K | US$2.58M | 0.27% |
| Ati Inc. | 12,555 | US$2.47M | 0.26% |
| L3harris Technologies, Inc. | 8,415 | US$2.45M | 0.26% |
| Genie Energy Ltd. | 161K | US$2.32M | 0.25% |
| Cts Corporation | 33,814 | US$2.2M | 0.23% |
| Ralliant Corporation | 29,903 | US$2.2M | 0.23% |
| Lam Research Corporation | 5,000 | US$2.17M | 0.23% |
| Materion Corporation | 7,176 | US$2.13M | 0.23% |
| Verizon Communications Inc. | 48,293 | US$2.04M | 0.22% |
| Denison Mines Corp. | 661K | US$2.02M | 0.21% |
| Mosaic Company (the) | 84,786 | US$1.8M | 0.19% |
| Atkore Inc. | 22,737 | US$1.73M | 0.18% |
| Kinder Morgan, Inc. | 53,418 | US$1.71M | 0.18% |
| Nov Inc. | 91,306 | US$1.69M | 0.18% |
| Power Integrations, Inc. | 18,536 | US$1.55M | 0.16% |
| Huntsman Corporation | 132K | US$1.4M | 0.15% |
| Mp Materials Corp. | 22,300 | US$1.25M | 0.13% |
| Cabot Corporation | 12,326 | US$1.12M | 0.12% |
| Science Applications International Corporation | 9,800 | US$1.08M | 0.11% |
| Alphabet Inc (google) Class C | 2,789 | US$997K | 0.11% |
| Kbr, Inc. | 28,248 | US$975K | 0.10% |
| Hexcel Corporation | 9,317 | US$932K | 0.10% |
| Oneok, Inc. | 9,737 | US$847K | 0.09% |
| Enphase Energy, Inc. | 15,948 | US$785K | 0.08% |
| Sasol Limited | 79,338 | US$779K | 0.08% |
| Core Laboratories Inc. | 59,910 | US$698K | 0.07% |
| Energy Recovery, Inc. | 76,930 | US$694K | 0.07% |
| Amentum Holdings, Inc. | 32,875 | US$680K | 0.07% |