| Tesla, Inc. | 22,440 | US$9.44M | 7.5% |
| Bhp Group Ltd | 222K | US$9.15M | 7.3% |
| Contemporary Amperex Technology Co., Limited Class A | 147K | US$8.49M | 6.8% |
| Freeport-mcmoran, Inc. | 109K | US$6.84M | 5.5% |
| Bloom Energy Corporation | 20,869 | US$6.32M | 5.0% |
| Byd Company Limited Class A | 583K | US$5.38M | 4.3% |
| Tdk Corporation | 191K | US$4.19M | 3.3% |
| Grupo Mexico S.a.b. De C.v. Class B | 305K | US$3.44M | 2.7% |
| Teck Resources Limited Class A | 50,641 | US$3.01M | 2.4% |
| Resonac Holdings Corporation | 25,835 | US$2.81M | 2.2% |
| Xiamen Tungsten Co. Ltd. Class A | 212K | US$2.66M | 2.1% |
| First Quantum Minerals Ltd. | 96,733 | US$2.64M | 2.1% |
| Rivian Automotive, Inc. | 140K | US$2.43M | 1.9% |
| Antofagasta Plc | 45,477 | US$2.3M | 1.8% |
| Lundin Mining Corporation | 92,404 | US$2.25M | 1.8% |
| Samsung Sdi Co., Ltd | 6,454 | US$2.03M | 1.6% |
| South32 Ltd. | 725K | US$1.96M | 1.6% |
| Enersys | 8,266 | US$1.93M | 1.5% |
| Guangzhou Tinci Materials Technology Co., Ltd | 253K | US$1.92M | 1.5% |
| Albemarle Corporation | 14,166 | US$1.91M | 1.5% |
| Hudbay Minerals Inc | 79,742 | US$1.88M | 1.5% |
| Sandfire Resources Ltd | 139K | US$1.85M | 1.5% |
| Jiangxi Copper Company Limited Class A | 407K | US$1.81M | 1.4% |
| Capstone Copper Corp. | 194K | US$1.78M | 1.4% |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 23,365 | US$1.73M | 1.4% |
| Pls Group Limited | 490K | US$1.7M | 1.4% |
| Canmax Technologies Co., Ltd. Class A | 122K | US$1.69M | 1.3% |
| Sumitomo Metal Mining Co., Ltd. | 36,373 | US$1.67M | 1.3% |
| Lg Energy Solution Ltd. | 6,942 | US$1.62M | 1.3% |
| Zhejiang Huayou Cobalt Co., Ltd. Class A | 227K | US$1.62M | 1.3% |
| Mineral Resources Limited | 37,403 | US$1.61M | 1.3% |
| Western Mining Co., Ltd. Class A | 389K | US$1.56M | 1.2% |
| Umicore Sa | 67,132 | US$1.55M | 1.2% |
| Mp Materials Corp. | 27,345 | US$1.53M | 1.2% |
| Yunnan Energy New Material (group) Co., Ltd. Class A | 148K | US$1.46M | 1.2% |
| Ganfeng Lithium Group Co., Ltd. Class A | 216K | US$1.38M | 1.1% |
| Li Auto, Inc. Class A | 232K | US$1.36M | 1.1% |
| Yutong Bus Co., Ltd. Class A | 333K | US$1.31M | 1.0% |
| Jl Mag Rare-earth Co., Ltd. Class A | 286K | US$1.31M | 1.0% |
| Shanghai Putailai New Energy Technology Co., Ltd. Class A | 306K | US$1.3M | 1.0% |
| Tianqi Lithium Corp. Class A | 119K | US$1.29M | 1.0% |
| Mmg Ltd. | 1.46M | US$1.29M | 1.0% |
| Almonty Industries Inc. | 75,490 | US$1.25M | 1.00% |
| China Nonferrous Mining Corp. Ltd. | 856K | US$1.23M | 0.98% |
| Zhejiang Leapmotor Technology Co., Ltd. Class H | 274K | US$1.2M | 0.96% |
| Ecopro Bm Co., Ltd. | 11,771 | US$1.08M | 0.86% |
| Vinfast Auto Ltd. | 326K | US$1.02M | 0.81% |
| Liontown Limited | 863K | US$1.01M | 0.80% |
| Cngr Advanced Material Co., Ltd. Class A | 178K | US$883K | 0.70% |
| Yadea Group Holdings Ltd. | 0 | US$0 | 0.00% |
| Pt Trimegah Bangun Persada Tbk | 0 | US$0 | 0.00% |
| Igo Limited | 0 | US$0 | 0.00% |
| Quantumscape Corporation | 0 | US$0 | 0.00% |
| Pt Vale Indonesia Tbk | 0 | US$0 | 0.00% |
| Baiyin Nonferrous Group Co Ltd Class A | 0 | US$0 | 0.00% |
| Pt Merdeka Battery Materials Tbk | 0 | US$0 | 0.00% |