+50
New
50
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | China Northern Rare Earth (Group) High-Tech Co., Ltd. | N/A | Apr 2025 | 43,100 | $138K | 4.40% | EC |
| 2 | Sumitomo Metal Mining Co., Ltd. | N/A | Apr 2025 | 6,073 | $135K | 4.32% | EC |
| 3 | Grupo Mexico, S.A.B. de C.V. | N/A | Apr 2025 | 25,900 | $135K | 4.30% | EC |
| 4 | RIO TINTO PLC | N/A | Apr 2025 | 2,210 | $131K | 4.19% | EC |
| 5 | ZHEJIANG HUAYOU COBALT CO., LTD | N/A | Apr 2025 | 27,530 | $128K | 4.09% | EC |
| 6 | SOUTHERN COPPER CORPORATION | 84265V105 | Apr 2025 | 1,414 | $127K | 4.04% | EC |
| 7 | FREEPORT-MCMORAN INC. | 35671D857 | Apr 2025 | 3,480 | $125K | 4.00% | EC |
| 8 | ANGLO AMERICAN PLC | N/A | Apr 2025 | 4,584 | $124K | 3.96% | EC |
| 9 | ANTOFAGASTA PLC | N/A | Apr 2025 | 5,599 | $122K | 3.90% | EC |
| 10 | Boliden AB | N/A | Apr 2025 | 3,920 | $120K | 3.84% | EC |
| 11 | IMPALA PLATINUM HOLDINGS LIMITED | N/A | Apr 2025 | 19,896 | $119K | 3.78% | EC |
| 12 | LYNAS RARE EARTHS LIMITED | N/A | Apr 2025 | 21,433 | $118K | 3.76% | EC |
| 13 | EVE Energy Co., Ltd. | N/A | Apr 2025 | 19,800 | $112K | 3.57% | EC |
| 14 | ALBEMARLE CORPORATION | 012653101 | Apr 2025 | 1,770 | $104K | 3.31% | EC |
| 15 | HEXCEL CORPORATION | 428291108 | Apr 2025 | 2,078 | $101K | 3.21% | EC |
| 16 | GEM Co., Ltd. | N/A | Apr 2025 | 119,400 | $100K | 3.21% | EC |
| 17 | Western Mining Co., Ltd. | N/A | Apr 2025 | 40,600 | $86K | 2.74% | EC |
| 18 | SIBANYE STILLWATER LIMITED | N/A | Apr 2025 | 73,496 | $85K | 2.71% | EC |
| 19 | Anglo American Platinum Limited | N/A | Apr 2025 | 2,299 | $79K | 2.52% | EC |
| 20 | MP MATERIALS CORP | 553368101 | Apr 2025 | 3,062 | $75K | 2.39% | EC |
| 21 | Hudbay Minerals Inc. | 443628102 | Apr 2025 | 10,259 | $74K | 2.38% | EC |
| 22 | PILBARA MINERALS LIMITED | N/A | Apr 2025 | 76,447 | $74K | 2.35% | EC |
| 23 | CHINA RARE EARTH RESOURCES AND TECHNOLOGY CO., LTD. | Y1521G105 | Apr 2025 | 15,000 | $64K | 2.05% | EC |
| 24 | Northam Platinum Holdings Limited | N/A | Apr 2025 | 9,248 | $62K | 1.98% | EC |
| 25 | Sinomine Resource Group Co., Ltd. | N/A | Apr 2025 | 15,300 | $61K | 1.96% | EC |
| 26 | Yunnan Chihong Zinc & Germanium Co., Ltd. | N/A | Apr 2025 | 76,700 | $54K | 1.71% | EC |
| 27 | Weihai Guangwei Composites Co Ltd | N/A | Apr 2025 | 12,160 | $49K | 1.55% | EC |
| 28 | Shenghe Resources Holding Co., Ltd. | N/A | Apr 2025 | 29,300 | $43K | 1.36% | EC |
| 29 | Fangda Carbon New Material Co., Ltd. | N/A | Apr 2025 | 64,500 | $41K | 1.31% | EC |
| 30 | IGO LIMITED | N/A | Apr 2025 | 15,400 | $39K | 1.23% | EC |
| 31 | TOKAI CARBON CO.,LTD. | N/A | Apr 2025 | 4,878 | $31K | 1.00% | EC |
| 32 | MMG Limited | N/A | Apr 2025 | 102,620 | $31K | 1.00% | EC |
| 33 | XTC New Energy Materials Xiamen Co Ltd | N/A | Apr 2025 | 4,065 | $27K | 0.85% | EC |
| 34 | Nanjing Hanrui Cobalt Co., Ltd. | N/A | Apr 2025 | 5,500 | $24K | 0.76% | EC |
| 35 | AFRICAN RAINBOW MINERALS LIMITED | N/A | Apr 2025 | 2,716 | $23K | 0.72% | EC |
| 36 | Youngy Co., Ltd. | N/A | Apr 2025 | 4,900 | $18K | 0.58% | EC |
| 37 | NICKEL INDUSTRIES LIMITED | N/A | Apr 2025 | 44,837 | $16K | 0.52% | EC |
| 38 | JIANGXI BLACK CAT CARBON BLACK INC., LTD | N/A | Apr 2025 | 10,200 | $15K | 0.49% | EC |
| 39 | Lithium Americas Corp | 53681J103 | Apr 2025 | 4,764 | $14K | 0.44% | EC |
| 40 | XIANGTAN ELECTROCHEMICAL SCIENTIFIC CO., LTD | N/A | Apr 2025 | 10,100 | $14K | 0.44% | EC |
| 41 | Minmetals New Energy Materials (Hunan) Co.,Ltd. | N/A | Apr 2025 | 20,279 | $13K | 0.42% | EC |
| 42 | ERAMET SA | N/A | Apr 2025 | 224 | $12K | 0.39% | EC |
| 43 | MERSEN SA | N/A | Apr 2025 | 553 | $12K | 0.38% | EC |
| 44 | Nippon Carbon Co., Ltd. | N/A | Apr 2025 | 380 | $11K | 0.36% | EC |
| 45 | Guizhou Zhenhua E-chem Inc | N/A | Apr 2025 | 7,048 | $11K | 0.35% | EC |
| 46 | Pacific Metals Co., Ltd. | N/A | Apr 2025 | 824 | $10K | 0.32% | EC |
| 47 | Zhongfu Shenying Carbon Fiber Co Ltd | N/A | Apr 2025 | 3,411 | $9K | 0.30% | EC |
| 48 | GRAFTECH INTERNATIONAL LTD. | 384313508 | Apr 2025 | 9,862 | $6K | 0.20% | EC |
| 49 | BANK OF NEW YORK (THE) | N/A | Apr 2025 | 1 | $25 | 0.00% | DFE |
| 50 | BANK OF NEW YORK (THE) | N/A | Apr 2025 | 1 | $0 | 0.00% | DFE |