| Conocophillips | 145K | US$17.5M | 3.5% |
| Chevron Corporation | 86,600 | US$17M | 3.4% |
| Newmont Corporation | 163K | US$15.3M | 3.1% |
| Bp Plc | 1.78M | US$13.5M | 2.7% |
| Freeport-mcmoran, Inc. | 216K | US$13.5M | 2.7% |
| Bhp Group Ltd | 294K | US$12.4M | 2.5% |
| Barrick Mining Corporation | 327K | US$12M | 2.4% |
| Eog Resources, Inc. | 75,500 | US$11.2M | 2.2% |
| Williams Companies, Inc. (the) | 150K | US$10.7M | 2.1% |
| Nutrien Ltd. | 155K | US$10.7M | 2.1% |
| Phillips 66 | 50,000 | US$10.6M | 2.1% |
| Linde Plc | 20,900 | US$10M | 2.0% |
| Agnico Eagle Mines Limited | 67,100 | US$9.74M | 1.9% |
| Canadian Natural Resources Limited | 200K | US$9.51M | 1.9% |
| Martin Marietta Materials, Inc. | 18,100 | US$9.51M | 1.9% |
| Shell Plc | 203K | US$9.32M | 1.9% |
| Corteva, Inc. | 116K | US$9.16M | 1.8% |
| Air Products And Chemicals, Inc. | 30,800 | US$9.08M | 1.8% |
| Kinder Morgan, Inc. | 271K | US$8.71M | 1.7% |
| Ovintiv Inc. (de) | 130K | US$8.09M | 1.6% |
| Suncor Energy Inc. | 119K | US$7.99M | 1.6% |
| Tc Energy Corporation | 118K | US$7.98M | 1.6% |
| Totalenergies Se | 89,400 | US$7.85M | 1.6% |
| Devon Energy Corporation | 170K | US$7.66M | 1.5% |
| Marathon Petroleum Corporation | 23,700 | US$7.5M | 1.5% |
| Targa Resources, Inc. | 26,800 | US$7.25M | 1.4% |
| Occidental Petroleum Corporation | 119K | US$6.79M | 1.4% |
| Eqt Corporation | 126K | US$6.7M | 1.3% |
| Equinox Gold Corp. | 707K | US$6.33M | 1.3% |
| Valero Energy Corporation | 19,400 | US$6.07M | 1.2% |
| Technipfmc Plc | 84,100 | US$6.03M | 1.2% |
| Slb Limited | 122K | US$6.03M | 1.2% |
| Aker Bp Asa | 141K | US$5.02M | 1.0% |
| Matador Resources Company | 96,900 | US$4.83M | 0.97% |
| Alamos Gold Inc. | 165K | US$4.57M | 0.91% |
| Permian Resources Corporation | 203K | US$4.33M | 0.87% |
| Antofagasta Plc | 85,900 | US$4.28M | 0.86% |
| Reliance, Inc. | 10,400 | US$4.22M | 0.84% |
| Infinity Natural Resources, Inc. | 317K | US$4.17M | 0.83% |
| Packaging Corporation Of America | 16,800 | US$4.13M | 0.83% |
| Enbridge Inc. | 75,200 | US$4.1M | 0.82% |
| Baker Hughes Company | 67,200 | US$4.06M | 0.81% |
| Glencore Plc | 547K | US$4.03M | 0.81% |
| Cameco Corporation | 46,300 | US$4M | 0.80% |
| Bunge Limited | 34,700 | US$3.69M | 0.74% |
| Xylem Inc. | 30,900 | US$3.61M | 0.72% |
| Rio Tinto Plc | 36,716 | US$3.54M | 0.71% |
| Lundin Mining Corporation | 142K | US$3.51M | 0.70% |
| Cheniere Energy, Inc. | 13,000 | US$3.43M | 0.69% |
| Mp Materials Corp. | 81,700 | US$3.38M | 0.68% |
| Liberty Energy Inc. | 175K | US$3.27M | 0.65% |
| Cactus, Inc. Class A Common Stock | 47,000 | US$3.06M | 0.61% |
| Iperionx Ltd. | 1.35M | US$2.88M | 0.58% |
| Anglo American Plc | 54,516 | US$2.76M | 0.55% |
| Teck Resources Limited Class A | 44,300 | US$2.67M | 0.53% |
| Tourmaline Oil Corp. | 60,400 | US$2.67M | 0.53% |
| Ball Corporation | 40,600 | US$2.63M | 0.53% |
| Patterson-uti Energy, Inc. | 249K | US$2.61M | 0.52% |
| Lindian Resources Limited | 4.76M | US$2.59M | 0.52% |
| Ge Vernova Inc. | 2,600 | US$2.57M | 0.51% |
| Tamboran Resources Corporation | 76,900 | US$2.56M | 0.51% |
| Vale S.a. | 166K | US$2.5M | 0.50% |
| Crown Holdings, Inc. | 20,900 | US$2.46M | 0.49% |
| Cadeler A/s | 429K | US$2.44M | 0.49% |
| Halliburton Company | 75,100 | US$2.42M | 0.48% |
| Badger Meter, Inc. | 18,000 | US$2.42M | 0.48% |
| Select Water Solutions, Inc. | 128K | US$2.37M | 0.47% |
| Neo Performance Materials, Inc. | 98,000 | US$2.31M | 0.46% |
| Technip Energies Nv | 64,399 | US$2.23M | 0.45% |
| Oneok, Inc. | 24,300 | US$2.21M | 0.44% |
| Ivanhoe Mines Ltd. Class A | 307K | US$2.2M | 0.44% |
| South32 Ltd. | 686K | US$2.19M | 0.44% |
| Aclara Resources, Inc. | 832K | US$2.14M | 0.43% |
| T1 Energy Inc. | 497K | US$2.07M | 0.41% |
| Forgent Power Solutions, Inc. | 60,300 | US$2.01M | 0.40% |
| Coeur Mining, Inc. | 133K | US$1.98M | 0.40% |
| Ranger Energy Services, Inc. | 119K | US$1.91M | 0.38% |
| Otovo Asa Class A | 1.52M | US$1.85M | 0.37% |
| Flowco Holdings Inc. | 89,800 | US$1.84M | 0.37% |
| Oceaneering International, Inc. | 34,700 | US$1.69M | 0.34% |
| Brazilian Rare Earths Limited | 630K | US$1.66M | 0.33% |
| Solaris Energy Infrastructure, Inc. | 31,100 | US$1.6M | 0.32% |
| Capstone Copper Corp. | 153K | US$1.45M | 0.29% |
| Hudbay Minerals Inc | 60,800 | US$1.38M | 0.28% |
| Ero Copper Corp. | 50,300 | US$1.35M | 0.27% |
| Precision Drilling Corporation | 17,200 | US$1.34M | 0.27% |
| Trican Well Service Ltd. | 283K | US$1.2M | 0.24% |
| Fervo Energy Company | 49,633 | US$1.12M | 0.22% |
| Ivanhoe Electric Inc. | 112K | US$1.02M | 0.20% |
| Blue Moon Metals Inc | 153K | US$798K | 0.16% |
| Valterra Platinum Limited | 5,648 | US$428K | 0.09% |
| Albemarle Corporation | 0 | US$0 | 0.00% |
| Coterra Energy Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |