| Exxon Mobil Corporation | 394K | US$57.2M | 4.5% |
| Nutrien Ltd. | 578K | US$39.6M | 3.1% |
| Chevron Corporation | 184K | US$33.6M | 2.6% |
| Corteva, Inc. | 411K | US$32.2M | 2.5% |
| Bunge Limited | 243K | US$30M | 2.4% |
| Shell Plc | 708K | US$29.9M | 2.4% |
| Packaging Corporation Of America | 118K | US$25.8M | 2.0% |
| Totalenergies Se | 243K | US$21.3M | 1.7% |
| Deere & Company | 31,753 | US$17.2M | 1.4% |
| Smurfit Westrock Plc | 406K | US$16.7M | 1.3% |
| Novonesis A/s Class B | 228K | US$13.2M | 1.0% |
| Conocophillips | 115K | US$13.1M | 1.0% |
| Williams Companies, Inc. (the) | 178K | US$12.7M | 1.00% |
| Targa Resources, Inc. | 46,502 | US$11.9M | 0.93% |
| Canadian Natural Resources Limited | 253K | US$11.5M | 0.91% |
| Suncor Energy Inc. | 168K | US$10.5M | 0.82% |
| Cheniere Energy, Inc. | 43,718 | US$9.83M | 0.77% |
| Tc Energy Corporation | 139K | US$9.23M | 0.73% |
| Valero Energy Corporation | 36,916 | US$9.04M | 0.71% |
| Upm-kymmene Oyj | 304K | US$8.88M | 0.70% |
| Cf Industries Holdings, Inc. | 70,442 | US$7.91M | 0.62% |
| Glencore Plc | 984K | US$7.48M | 0.59% |
| Kinder Morgan, Inc. | 239K | US$7.44M | 0.59% |
| Wheaton Precious Metals Corp | 55,302 | US$7.44M | 0.58% |
| Mondi Plc | 729K | US$7.38M | 0.58% |
| Rio Tinto Plc | 69,381 | US$7.37M | 0.58% |
| Newmont Corporation | 65,649 | US$7.21M | 0.57% |
| Barrick Mining Corporation | 164K | US$6.99M | 0.55% |
| Marathon Petroleum Corporation | 26,020 | US$6.47M | 0.51% |
| Technipfmc Plc | 93,725 | US$6.41M | 0.50% |
| Agnico Eagle Mines Limited | 33,713 | US$6.2M | 0.49% |
| Kinross Gold Corporation | 187K | US$5.67M | 0.45% |
| Vale S.a. | 347K | US$5.64M | 0.44% |
| Cameco Corporation | 48,381 | US$5.44M | 0.43% |
| Bhp Group Ltd | 119K | US$5.31M | 0.42% |
| Anglogold Ashanti Plc | 53,243 | US$5.16M | 0.41% |
| Permian Resources Corporation | 262K | US$5.04M | 0.40% |
| Franco-nevada Corporation | 20,146 | US$4.67M | 0.37% |
| Anglo American Plc | 83,662 | US$4.48M | 0.35% |
| Nucor Corporation | 17,870 | US$4.47M | 0.35% |
| Repsol Sa | 144K | US$3.72M | 0.29% |
| Steel Dynamics, Inc. | 14,071 | US$3.66M | 0.29% |
| Freeport-mcmoran, Inc. | 55,100 | US$3.62M | 0.28% |
| Gaztransport & Technigaz Sa | 15,292 | US$3.53M | 0.28% |
| Subsea 7 S.a. | 106K | US$3.48M | 0.27% |
| Sbm Offshore Nv | 80,193 | US$3.06M | 0.24% |
| Arcelormittal Sa | 42,485 | US$2.92M | 0.23% |
| Eqt Corporation | 53,053 | US$2.91M | 0.23% |
| Endeavour Mining Plc | 45,598 | US$2.86M | 0.22% |
| Northern Star Resources Ltd | 186K | US$2.53M | 0.20% |
| Alcoa Corporation | 30,656 | US$2.38M | 0.19% |
| Tecnicas Reunidas Sa | 61,083 | US$2.24M | 0.18% |
| Air Liquide Sa | 10,850 | US$2.24M | 0.18% |
| Norsk Hydro Asa | 176K | US$2.15M | 0.17% |
| Linde Plc | 4,287 | US$2.13M | 0.17% |
| Valterra Platinum Limited | 23,741 | US$1.96M | 0.15% |
| First Quantum Minerals Ltd. | 61,370 | US$1.89M | 0.15% |
| Eldorado Gold Corporation | 52,312 | US$1.77M | 0.14% |
| Zijin Mining Group Co., Ltd. Class A | 416K | US$1.74M | 0.14% |
| Liberty Energy Inc. | 53,520 | US$1.57M | 0.12% |
| Develop Global Limited | 354K | US$1.57M | 0.12% |
| Grupo Mexico S.a.b. De C.v. Class B | 126K | US$1.56M | 0.12% |
| Discovery Silver Corp | 215K | US$1.34M | 0.11% |
| California Resources Corporation | 21,714 | US$1.29M | 0.10% |
| Or Royalties Inc. | 32,429 | US$1.21M | 0.10% |
| Southern Copper Corporation | 6,237 | US$1.19M | 0.09% |
| Lundin Mining Corporation | 39,587 | US$1.18M | 0.09% |
| Torex Gold Resources Inc. | 24,940 | US$1.14M | 0.09% |
| Ngex Minerals Ltd. | 53,482 | US$1.12M | 0.09% |
| Alamos Gold Inc. | 27,039 | US$1.11M | 0.09% |
| Lynas Rare Earths Limited | 76,651 | US$1.05M | 0.08% |
| Bluescope Steel Limited | 46,161 | US$1.05M | 0.08% |
| Neo Performance Materials, Inc. | 45,645 | US$1.03M | 0.08% |
| Royal Gold, Inc. | 4,445 | US$998K | 0.08% |
| Sociedad Minera Cerro Verde Saa | 17,246 | US$969K | 0.08% |
| Hudbay Minerals Inc | 31,721 | US$927K | 0.07% |
| Iamgold Corporation | 47,912 | US$857K | 0.07% |
| Coeur Mining, Inc. | 43,892 | US$848K | 0.07% |
| Gold Fields Limited | 19,350 | US$771K | 0.06% |
| Artemis Gold Inc | 31,243 | US$748K | 0.06% |
| Predictive Discovery Limited | 1.35M | US$714K | 0.06% |
| Pan American Silver Corp. | 12,219 | US$696K | 0.05% |
| Gold Royalty Corp. | 190K | US$619K | 0.05% |
| Kosmos Energy Ltd. | 217K | US$608K | 0.05% |
| Elevra Lithium Limited | 64,068 | US$594K | 0.05% |
| Osisko Metals Incorporated | 453K | US$588K | 0.05% |
| Dpm Metals Inc. | 17,457 | US$586K | 0.05% |
| Nickel Industries Limited | 735K | US$558K | 0.04% |
| Ivanhoe Mines Ltd. Class A | 61,903 | US$548K | 0.04% |
| Fresnillo Plc | 12,066 | US$530K | 0.04% |
| G Mining Ventures Corp | 16,497 | US$516K | 0.04% |
| Martin Marietta Materials, Inc. | 800 | US$465K | 0.04% |
| Orla Mining Ltd. | 34,369 | US$461K | 0.04% |
| Solaris Resources Inc | 45,152 | US$461K | 0.04% |
| Bellevue Gold Limited | 404K | US$446K | 0.04% |
| Greatland Resources Limited | 43,840 | US$434K | 0.03% |
| Rio2 Limited | 166K | US$384K | 0.03% |
| Equinox Gold Corp. | 25,839 | US$352K | 0.03% |
| G2 Goldfields, Inc. | 45,272 | US$330K | 0.03% |
| Challenger Gold Limited | 3.09M | US$302K | 0.02% |