| Exxon Mobil Corporation | 477K | US$65.2M | 8.9% |
| Chevron Corporation | 267K | US$44.3M | 6.0% |
| Newmont Corporation | 321K | US$30M | 4.1% |
| Corteva, Inc. | 324K | US$27.5M | 3.7% |
| Freeport-mcmoran, Inc. | 423K | US$26.6M | 3.6% |
| Agnico Eagle Mines Limited | 148K | US$23M | 3.1% |
| Barrick Mining Corporation | 497K | US$18.3M | 2.5% |
| Conocophillips | 174K | US$18.1M | 2.5% |
| Archer-daniels-midland Company | 231K | US$17.6M | 2.4% |
| Wheaton Precious Metals Corp | 134K | US$15.1M | 2.0% |
| Nucor Corporation | 67,377 | US$15M | 2.0% |
| Nutrien Ltd. | 232K | US$14.6M | 2.0% |
| Franco-nevada Corporation | 56,784 | US$11.8M | 1.6% |
| Canadian Natural Resources Limited | 294K | US$11.6M | 1.6% |
| Smurfit Westrock Plc | 251K | US$11.6M | 1.6% |
| Valero Energy Corporation | 42,995 | US$11.2M | 1.5% |
| Marathon Petroleum Corporation | 42,448 | US$10.9M | 1.5% |
| Packaging Corporation Of America | 42,890 | US$10.2M | 1.4% |
| Anglogold Ashanti Plc | 125K | US$10.1M | 1.4% |
| Eog Resources, Inc. | 76,573 | US$9.93M | 1.4% |
| Slb Limited | 211K | US$9.8M | 1.3% |
| International Paper Company | 253K | US$9.66M | 1.3% |
| Phillips 66 | 56,881 | US$9.62M | 1.3% |
| Amcor Plc | 222K | US$9.6M | 1.3% |
| Steel Dynamics, Inc. | 40,458 | US$9.28M | 1.3% |
| Suncor Energy Inc. | 170K | US$9.12M | 1.2% |
| Kinross Gold Corporation | 355K | US$8.41M | 1.1% |
| Weyerhaeuser Company | 346K | US$8.28M | 1.1% |
| Cf Industries Holdings, Inc. | 74,824 | US$8.1M | 1.1% |
| Teck Resources Limited Class A | 132K | US$7.84M | 1.1% |
| Baker Hughes Company | 139K | US$7.73M | 1.1% |
| Bunge Limited | 64,919 | US$6.93M | 0.94% |
| Cameco Corporation | 61,389 | US$6.26M | 0.85% |
| Avery Dennison Corporation | 37,091 | US$6.02M | 0.82% |
| Reliance, Inc. | 15,413 | US$5.76M | 0.78% |
| Pan American Silver Corp. | 124K | US$5.57M | 0.76% |
| First Quantum Minerals Ltd. | 199K | US$5.43M | 0.74% |
| Occidental Petroleum Corporation | 101K | US$4.93M | 0.67% |
| Lundin Mining Corporation | 199K | US$4.85M | 0.66% |
| Cenovus Energy Inc. | 194K | US$4.81M | 0.65% |
| Royal Gold, Inc. | 23,841 | US$4.76M | 0.65% |
| Eqt Corporation | 88,017 | US$4.68M | 0.64% |
| Diamondback Energy, Inc. | 26,278 | US$4.62M | 0.63% |
| Darling Ingredients Inc. | 75,907 | US$4.15M | 0.56% |
| Halliburton Company | 119K | US$4.03M | 0.55% |
| Alcoa Corporation | 76,264 | US$3.98M | 0.54% |
| Technipfmc Plc | 57,122 | US$3.79M | 0.51% |
| Alamos Gold Inc. | 124K | US$3.75M | 0.51% |
| Devon Energy Corporation | 88,478 | US$3.66M | 0.50% |
| Texas Pacific Land Corporation | 8,157 | US$3.57M | 0.49% |
| Mosaic Company (the) | 152K | US$3.23M | 0.44% |
| Coeur Mining, Inc. | 189K | US$3.09M | 0.42% |
| Expand Energy Corporation | 33,545 | US$3.06M | 0.42% |
| Hecla Mining Company | 197K | US$3.04M | 0.41% |
| Ingredion Incorporated | 30,527 | US$2.89M | 0.39% |
| Rayonier Inc. Reit | 133K | US$2.84M | 0.39% |
| Hudbay Minerals Inc | 117K | US$2.75M | 0.37% |
| Iamgold Corporation | 173K | US$2.74M | 0.37% |
| Sonoco Products Company | 47,365 | US$2.67M | 0.36% |
| Imperial Oil Limited | 21,725 | US$2.44M | 0.33% |
| Louisiana-pacific Corporation | 30,436 | US$2.39M | 0.33% |
| First Majestic Silver Corp. | 136K | US$2.3M | 0.31% |
| Equinox Gold Corp. | 231K | US$2.25M | 0.31% |
| Mp Materials Corp. | 39,665 | US$2.22M | 0.30% |
| Tourmaline Oil Corp. | 51,837 | US$2.17M | 0.29% |
| Dpm Metals Inc. | 65,375 | US$2.12M | 0.29% |
| Ovintiv Inc. (de) | 39,632 | US$2.09M | 0.28% |
| Commercial Metals Company | 32,644 | US$2.05M | 0.28% |
| Eldorado Gold Corporation | 59,139 | US$1.84M | 0.25% |
| West Fraser Timber Co. Ltd. | 27,100 | US$1.83M | 0.25% |
| Materion Corporation | 6,144 | US$1.83M | 0.25% |
| Permian Resources Corporation | 97,992 | US$1.8M | 0.25% |
| Whitecap Resources Inc. | 171K | US$1.78M | 0.24% |
| Or Royalties Inc. | 55,434 | US$1.75M | 0.24% |
| Ivanhoe Mines Ltd. Class A | 221K | US$1.73M | 0.24% |
| Arc Resources Ltd. | 81,233 | US$1.71M | 0.23% |
| Oceanagold Corporation | 67,570 | US$1.69M | 0.23% |
| Capstone Copper Corp. | 184K | US$1.69M | 0.23% |
| Ssr Mining Inc. | 59,771 | US$1.69M | 0.23% |
| Apa Corporation | 50,071 | US$1.63M | 0.22% |
| Cleveland-cliffs Inc. | 168K | US$1.58M | 0.21% |
| Lundin Gold Inc. | 29,156 | US$1.57M | 0.21% |
| Hf Sinclair Corporation | 22,032 | US$1.53M | 0.21% |
| Graphic Packaging Holding Company | 142K | US$1.5M | 0.20% |
| B2gold Corp. | 395K | US$1.48M | 0.20% |
| Stella-jones Inc. | 26,347 | US$1.46M | 0.20% |
| Scotts Miracle-gro Company (the) | 21,354 | US$1.45M | 0.20% |
| Antero Resources Corporation | 41,358 | US$1.45M | 0.20% |
| G Mining Ventures Corp | 47,568 | US$1.39M | 0.19% |
| Warrior Met Coal, Inc. | 15,466 | US$1.26M | 0.17% |
| Range Resources Corporation | 33,430 | US$1.24M | 0.17% |
| K92 Mining, Inc. | 71,616 | US$1.12M | 0.15% |
| Viper Energy, Inc. | 26,193 | US$1.11M | 0.15% |
| Discovery Silver Corp | 185K | US$1.11M | 0.15% |
| Torex Gold Resources Inc. | 27,763 | US$1.1M | 0.15% |
| Archrock, Inc. | 24,720 | US$1.01M | 0.14% |
| Nov Inc. | 51,467 | US$955K | 0.13% |
| Skeena Resources Limited | 35,627 | US$949K | 0.13% |
| Montage Gold Corp. | 83,426 | US$948K | 0.13% |
| Centerra Gold Inc. | 59,393 | US$941K | 0.13% |