| Exxon Mobil Corporation | 730K | US$99.8M | 3.5% |
| Shell Plc | 2.44M | US$95M | 3.3% |
| Conocophillips | 913K | US$94.9M | 3.3% |
| Chevron Corporation | 517K | US$85.6M | 3.0% |
| Linde Plc | 154K | US$79.7M | 2.8% |
| Williams Companies, Inc. (the) | 1.01M | US$75.1M | 2.6% |
| Valero Energy Corporation | 277K | US$72.1M | 2.5% |
| Canadian Natural Resources Limited | 1.68M | US$66.3M | 2.3% |
| Enbridge Inc. | 1.17M | US$63.6M | 2.2% |
| Slb Limited | 1.18M | US$55M | 1.9% |
| Targa Resources, Inc. | 191K | US$51.3M | 1.8% |
| Baker Hughes Company | 921K | US$51.1M | 1.8% |
| Caterpillar, Inc. | 45,393 | US$48.3M | 1.7% |
| Suncor Energy Inc. | 873K | US$47M | 1.6% |
| Cameco Corporation | 459K | US$46.7M | 1.6% |
| Air Liquide Sa | 228K | US$45.1M | 1.6% |
| Freeport-mcmoran, Inc. | 711K | US$44.7M | 1.6% |
| Technipfmc Plc | 672K | US$44.5M | 1.6% |
| Uranium Energy Corp. | 3.68M | US$39.2M | 1.4% |
| Sherwin-williams Company (the) | 103K | US$35.3M | 1.2% |
| Fujikura Ltd | 871K | US$34.5M | 1.2% |
| Eqt Corporation | 619K | US$32.9M | 1.2% |
| Carpenter Technology Corporation | 51,026 | US$31.5M | 1.1% |
| Weatherford International Plc | 350K | US$28.6M | 1.0% |
| Totalenergies Se | 355K | US$27.5M | 0.96% |
| Ovintiv Inc. (de) | 520K | US$27.4M | 0.96% |
| Tourmaline Oil Corp. | 645K | US$27M | 0.94% |
| Nextera Energy, Inc. | 301K | US$26.4M | 0.93% |
| Franco-nevada Corporation | 123K | US$25.6M | 0.90% |
| Shoals Technologies Group, Inc. | 2.5M | US$24.8M | 0.87% |
| Southern Company (the) | 256K | US$24.5M | 0.86% |
| Keyera Corp. | 598K | US$24M | 0.84% |
| Solstice Advanced Materials Inc. | 270K | US$23.9M | 0.84% |
| Kodiak Gas Services, Inc. | 317K | US$23.8M | 0.83% |
| Comfort Systems Usa, Inc. | 12,000 | US$23.8M | 0.83% |
| Diamondback Energy, Inc. | 134K | US$23.6M | 0.83% |
| Permian Resources Corporation | 1.28M | US$23.5M | 0.82% |
| Agnico Eagle Mines Limited | 152K | US$23.5M | 0.82% |
| First Quantum Minerals Ltd. | 861K | US$23.5M | 0.82% |
| Or Royalties Inc. | 742K | US$23.5M | 0.82% |
| Louisiana-pacific Corporation | 294K | US$23.1M | 0.81% |
| Nov Inc. | 1.24M | US$23.1M | 0.81% |
| Range Resources Corporation | 619K | US$23M | 0.81% |
| Qnity Electronics, Inc. | 138K | US$22.5M | 0.79% |
| Orsted | 994K | US$22.3M | 0.78% |
| South Bow Corp | 625K | US$22M | 0.77% |
| Tamarack Valley Energy Ltd. | 2.43M | US$21.2M | 0.74% |
| James Hardie Industries Plc. | 771K | US$20.7M | 0.72% |
| Nvent Electric Plc | 121K | US$20.5M | 0.72% |
| Tenaris S.a. | 713K | US$19.8M | 0.69% |
| Expro Group Holdings N.v. | 1.32M | US$19.4M | 0.68% |
| Knife Riv Holding Co. | 230K | US$19.2M | 0.67% |
| Corteva, Inc. | 224K | US$18.9M | 0.66% |
| Neste Corporation | 578K | US$18.9M | 0.66% |
| West Fraser Timber Co. Ltd. | 275K | US$18.6M | 0.65% |
| International Paper Company | 487K | US$18.6M | 0.65% |
| Mitsubishi Heavy Industries, Ltd. | 805K | US$18.3M | 0.64% |
| Mueller Industries, Inc. | 146K | US$18M | 0.63% |
| Stanley Black & Decker, Inc. | 191K | US$18M | 0.63% |
| Skeena Resources Limited | 672K | US$17.9M | 0.63% |
| Headwater Exploration Inc. | 2.06M | US$17.2M | 0.60% |
| Mitsubishi Electric Corp. | 467K | US$17.1M | 0.60% |
| Jx Advanced Metals Corporation | 617K | US$17M | 0.60% |
| Energy Fuels Inc. | 1.17M | US$16.9M | 0.59% |
| Viper Energy, Inc. | 398K | US$16.9M | 0.59% |
| Alliant Energy Corporation | 220K | US$16.8M | 0.59% |
| Heidelberg Materials Ag | 87,423 | US$16.7M | 0.58% |
| Kelt Exploration Ltd. | 2.61M | US$16.1M | 0.56% |
| Vista Energy Sab De Cv Class A | 247K | US$15.8M | 0.55% |
| Bel Fuse Inc. | 47,333 | US$15.8M | 0.55% |
| Artemis Gold Inc | 704K | US$15.5M | 0.54% |
| Upm-kymmene Oyj | 573K | US$15.2M | 0.53% |
| Baytex Energy Corp. | 3.76M | US$15.1M | 0.53% |
| Southern Copper Corporation | 82,419 | US$14.4M | 0.50% |
| Warrior Met Coal, Inc. | 174K | US$14.1M | 0.49% |
| Array Technologies, Inc. | 1.89M | US$14M | 0.49% |
| Americas Gold And Silver Corporation | 2.94M | US$13.9M | 0.49% |
| Kinder Morgan, Inc. | 433K | US$13.8M | 0.48% |
| Aker Bp Asa | 453K | US$13.8M | 0.48% |
| Stora Enso Oyj Class A | 1.28M | US$13.7M | 0.48% |
| Equinox Gold Corp. | 1.36M | US$13.2M | 0.46% |
| Packaging Corporation Of America | 53,959 | US$12.9M | 0.45% |
| Kurita Water Industries Ltd. | 221K | US$12.6M | 0.44% |
| Thai Oil Public Co. Ltd. | 8.33M | US$12.2M | 0.43% |
| Mp Materials Corp. | 211K | US$11.8M | 0.41% |
| Ngex Minerals Ltd. | 640K | US$11.4M | 0.40% |
| Muyuan Foods Co., Ltd. Class A | 2.24M | US$11M | 0.39% |
| Sany Heavy Industry Co., Ltd. Class A | 4.63M | US$10.9M | 0.38% |
| Ivanhoe Electric Inc. | 1.13M | US$10.8M | 0.38% |
| Eaglerock Land, Llc | 501K | US$10.6M | 0.37% |
| I-80 Gold Corp | 7.32M | US$10.6M | 0.37% |
| Almonty Industries Inc. | 628K | US$10.4M | 0.36% |
| Alamos Gold Inc. | 340K | US$10.3M | 0.36% |
| Precision Drilling Corporation | 132K | US$10.1M | 0.36% |
| Usa Rare Earth, Inc. | 456K | US$9.85M | 0.35% |
| Flowco Holdings Inc. | 450K | US$9.6M | 0.34% |
| United States Antimony Corporation | 1.31M | US$9.54M | 0.33% |
| Yokogawa Electric Corp. | 268K | US$9.42M | 0.33% |
| Bp Plc | 1.44M | US$8.9M | 0.31% |
| Hemlo Mining Corp | 2.35M | US$8.74M | 0.31% |