| Linde Plc | 51,763 | US$26.9M | 7.9% |
| Bhp Group Ltd | 569K | US$23.7M | 7.0% |
| Rio Tinto Plc | 171K | US$16.3M | 4.8% |
| Air Liquide Sa | 71,324 | US$14.1M | 4.2% |
| Newmont Corporation | 119K | US$11.2M | 3.3% |
| Freeport-mcmoran, Inc. | 161K | US$10.1M | 3.0% |
| Shin-etsu Chemical Co Ltd | 222K | US$9.68M | 2.9% |
| Sherwin-williams Company (the) | 25,697 | US$8.85M | 2.6% |
| Agnico Eagle Mines Limited | 56,895 | US$8.84M | 2.6% |
| Crh Plc | 74,859 | US$8.01M | 2.4% |
| Ecolab Inc. | 28,325 | US$7.89M | 2.3% |
| Air Products And Chemicals, Inc. | 24,948 | US$7.31M | 2.2% |
| Glencore Plc | 1.06M | US$7.26M | 2.1% |
| Barrick Mining Corporation | 187K | US$6.89M | 2.0% |
| Anglo American Plc | 132K | US$6.47M | 1.9% |
| Corteva, Inc. | 74,928 | US$6.35M | 1.9% |
| Wheaton Precious Metals Corp | 50,873 | US$5.72M | 1.7% |
| Nucor Corporation | 25,456 | US$5.67M | 1.7% |
| Basf Se | 99,989 | US$5.34M | 1.6% |
| Holcim Ltd | 56,521 | US$5.1M | 1.5% |
| Franco-nevada Corporation | 21,606 | US$4.51M | 1.3% |
| Vulcan Materials Company (holding Company) | 14,536 | US$4.29M | 1.3% |
| Grupo Mexico S.a.b. De C.v. Class B | 349K | US$3.95M | 1.2% |
| Martin Marietta Materials, Inc. | 6,727 | US$3.88M | 1.1% |
| Givaudan Sa | 907 | US$3.84M | 1.1% |
| Sika Ag | 17,979 | US$3.71M | 1.1% |
| Steel Dynamics, Inc. | 15,187 | US$3.48M | 1.0% |
| Nutrien Ltd. | 53,863 | US$3.39M | 1.00% |
| Kinross Gold Corporation | 134K | US$3.16M | 0.93% |
| Ppg Industries, Inc. | 24,972 | US$3.03M | 0.89% |
| Teck Resources Limited Class A | 50,217 | US$2.99M | 0.88% |
| Arcelormittal Sa | 47,753 | US$2.88M | 0.85% |
| Smurfit Westrock Plc | 58,755 | US$2.72M | 0.80% |
| Heidelberg Materials Ag | 14,226 | US$2.71M | 0.80% |
| Dsm-firmenich Ag | 27,978 | US$2.66M | 0.78% |
| Fortescue Ltd | 186K | US$2.48M | 0.73% |
| Novonesis A/s Class B | 38,547 | US$2.43M | 0.72% |
| Packaging Corporation Of America | 9,920 | US$2.36M | 0.70% |
| Zijin Mining Group Co., Ltd. Class A | 668K | US$2.36M | 0.70% |
| Resonac Holdings Corporation | 20,700 | US$2.3M | 0.68% |
| International Flavors & Fragrances, Inc. | 28,602 | US$2.27M | 0.67% |
| International Paper Company | 59,322 | US$2.26M | 0.67% |
| Amcor Plc | 51,797 | US$2.25M | 0.66% |
| Dow Inc. | 80,745 | US$2.21M | 0.65% |
| Northern Star Resources Ltd | 160K | US$2.12M | 0.62% |
| First Quantum Minerals Ltd. | 75,700 | US$2.07M | 0.61% |
| Nippon Steel Corp. | 602K | US$1.99M | 0.59% |
| Antofagasta Plc | 38,656 | US$1.96M | 0.58% |
| Evolution Mining Limited | 228K | US$1.88M | 0.55% |
| Cf Industries Holdings, Inc. | 17,212 | US$1.86M | 0.55% |
| Ball Corporation | 29,828 | US$1.86M | 0.55% |
| Boliden Ab | 31,842 | US$1.8M | 0.53% |
| Albemarle Corporation | 13,213 | US$1.78M | 0.53% |
| Mitsui Kinzoku Co., Ltd. | 6,400 | US$1.71M | 0.50% |
| Jx Advanced Metals Corporation | 62,000 | US$1.71M | 0.50% |
| Asahi Kasei Corporation | 153K | US$1.7M | 0.50% |
| Southern Copper Corporation | 9,347 | US$1.63M | 0.48% |
| Upm-kymmene Oyj | 59,123 | US$1.57M | 0.46% |
| Lyondellbasell Industries Nv | 28,929 | US$1.52M | 0.45% |
| Nitto Denko Corp. | 76,100 | US$1.5M | 0.44% |
| Symrise Ag | 14,876 | US$1.49M | 0.44% |
| Sumitomo Metal Mining Co., Ltd. | 30,700 | US$1.42M | 0.42% |
| Avery Dennison Corporation | 8,570 | US$1.39M | 0.41% |
| South32 Ltd. | 503K | US$1.36M | 0.40% |
| Norsk Hydro Asa | 146K | US$1.32M | 0.39% |
| Akzo Nobel N.v. | 19,191 | US$1.31M | 0.38% |
| Lynas Rare Earths Limited | 104K | US$1.3M | 0.38% |
| Pls Group Limited | 343K | US$1.2M | 0.35% |
| Toray Industries, Inc. | 169K | US$1.18M | 0.35% |
| Bluescope Steel Limited | 49,078 | US$1.09M | 0.32% |
| Mitsubishi Chemical Group Corporation | 154K | US$1.08M | 0.32% |
| Ccl Industries Inc. Class A | 16,046 | US$1.05M | 0.31% |
| Endeavour Mining Plc | 21,151 | US$1.04M | 0.31% |
| Yara International Asa | 18,264 | US$803K | 0.24% |
| Nippon Paint Holdings Co., Ltd. | 120K | US$780K | 0.23% |
| Mosaic Company (the) | 35,609 | US$755K | 0.22% |
| Stora Enso Oyj Class A | 68,683 | US$733K | 0.22% |
| Jfe Holdings, Inc. | 71,700 | US$692K | 0.20% |
| Svenska Cellulosa Ab Sca Class A | 66,115 | US$676K | 0.20% |
| Sig Group Ag | 38,265 | US$640K | 0.19% |
| Ssab Ab Class A | 68,289 | US$631K | 0.19% |
| Croda International Plc | 15,644 | US$627K | 0.18% |
| Syensqo Sa/nv | 7,717 | US$571K | 0.17% |
| Johnson Matthey Plc | 18,788 | US$472K | 0.14% |
| Mondi Plc | 48,642 | US$442K | 0.13% |
| Arkema Sa | 6,961 | US$439K | 0.13% |
| Dupont De Nemours, Inc. | 0 | US$0 | 0.00% |