| FFINANCIAL INVS TRCCNR |
| 63.92% | 62.58% | $319.2M | 8.6M | $336.7M | 8.4M | +164,600+1.96% | Add |
 CORTEVA INC COMCTVA |
| 0.85% | 0.8% | $4.3M | 50,229 | $4.3M | 51,698 | -1,469-2.84% | Reduce |
 NUTRIEN LTDNTR |
| 0.84% | 1.39% | $4.2M | 66,492 | $7.5M | 99,318 | -32,826-33.05% | Reduce |
 FIRST SOLAR INC COMFSLR |
| 0.81% | 0.39% | $4.1M | 17,230 | $2.1M | 10,523 | +6,707+63.74% | Add |
 EOG RES INCEOG |
| 0.81% | 0.81% | $4.0M | 31,012 | $4.4M | 30,241 | +771+2.55% | Add |
| SSM ENERGY COMPANYSM |
| 0.8% | 1.22% | $4.0M | 152,802 | $6.6M | 210,852 | -58,050-27.53% | Reduce |
 TECK RESOURCES LTDTECK |
| 0.74% | 0.26% | $3.7M | 62,552 | $1.4M | 27,128 | +35,424+130.58% | Add |
| BBAYTEX ENERGY CORPBTE |
| 0.74% | 0.01% | $3.7M | 921,077 | $57,053 | 12,800 | +908,277+7,095.91% | Add |
 ENPHASE ENERGY INC COMENPH |
| 0.7% | 0.39% | $3.5M | 70,890 | $2.1M | 55,532 | +15,358+27.66% | Add |
 OCCIDENTAL PETE CORPOXY |
| 0.68% | 0.64% | $3.4M | 69,448 | $3.4M | 52,672 | +16,776+31.85% | Add |
 ESSENTIAL UTILS INCWTRG |
| 0.67% | 0.32% | $3.3M | 86,836 | $1.7M | 42,109 | +44,727+106.22% | Add |
| PPATTERSON-UTI ENERGY INCPTEN |
| 0.65% | 0.71% | $3.3M | 355,463 | $3.8M | 353,300 | +2,163+0.61% | Add |
 ARCHER DANIELS MIDLAND CO COMADM |
| 0.64% | 0.41% | $3.2M | 41,843 | $2.2M | 30,071 | +11,772+39.15% | Add |
| PPERMIAN RESOURCES CORPPR |
| 0.64% | 0.55% | $3.2M | 172,482 | $3.0M | 138,631 | +33,851+24.42% | Add |
| CCANADIAN NAT RES LTDCNQ |
| 0.62% | 0.63% | $3.1M | 77,739 | $3.4M | 69,922 | +7,817+11.18% | Add |
| LLIBERTY ENERGY INCLBRT |
| 0.61% | 0.85% | $3.0M | 116,093 | $4.6M | 158,876 | -42,783-26.93% | Reduce |
| AARRAY TECHNOLOGIES INCARRY |
| 0.59% | 0.26% | $2.9M | 397,473 | $1.4M | 191,073 | +206,400+108.02% | Add |
| TTALOS ENERGY INCTALO |
| 0.57% | 0.27% | $2.8M | 220,151 | $1.5M | 92,963 | +127,188+136.82% | Add |
| TTYSON FOODS INCTSN |
| 0.55% | 0.09% | $2.8M | 48,121 | $489,687 | 7,643 | +40,478+529.61% | Add |
 CNH INDL N VCNH |
| 0.54% | 0.72% | $2.7M | 244,880 | $3.9M | 122,785 | +122,095+99.44% | Add |
 INGREDION INC COMINGR |
| 0.54% | 0.36% | $2.7M | 28,249 | $1.9M | 17,186 | +11,063+64.37% | Add |
 VERALTO CORP COM SHSVLTO |
| 0.53% | 0.11% | $2.6M | 29,647 | $565,800 | 6,399 | +23,248+363.31% | Add |
 AGNICO EAGLE MINES LTDAEM |
| 0.52% | 0.21% | $2.6M | 16,881 | $1.1M | 5,579 | +11,302+202.58% | Add |
 HALLIBURTON CO COMHAL |
| 0.51% | 0.53% | $2.5M | 74,852 | $2.9M | 73,698 | +1,154+1.57% | Add |
 MP MATERIALS CORPMP |
| 0.51% | 0.27% | $2.5M | 45,207 | $1.5M | 30,313 | +14,894+49.13% | Add |
 SLB LIMITEDSLB |
| 0.5% | 0.41% | $2.5M | 53,743 | $2.2M | 42,782 | +10,961+25.62% | Add |
| HHELMERICH & PAYNE INCHP |
| 0.49% | 0.23% | $2.4M | 74,405 | $1.2M | 34,595 | +39,810+115.07% | Add |
 CF INDS HLDGS INCCF |
| 0.47% | 0.79% | $2.4M | 21,741 | $4.2M | 32,647 | -10,906-33.41% | Reduce |
 AMER STATES WTR COAWR |
| 0.47% | — | $2.3M | 28,177 | $0 | 0 | +28,177 | New Buy |
 PILGRIMS PRIDE CORP NEWPPC |
| 0.46% | 0.04% | $2.3M | 82,335 | $219,876 | 5,823 | +76,512+1,313.96% | Add |
| CCHORD ENERGY CORPORATIONCHRD |
| 0.46% | 0.97% | $2.3M | 20,137 | $5.2M | 36,833 | -16,696-45.33% | Reduce |
 SUNCOR ENERGY INC NEWSU |
| 0.44% | 0.27% | $2.2M | 40,602 | $1.4M | 21,882 | +18,720+85.55% | Add |
| NNOV INCNOV |
| 0.43% | 0.31% | $2.2M | 116,199 | $1.7M | 87,778 | +28,421+32.38% | Add |
| AARCHROCK INC COMAROC |
| 0.42% | 0.33% | $2.1M | 51,939 | $1.8M | 51,225 | +714+1.39% | Add |
| TTIDEWATER INC NEWTDW |
| 0.42% | 0.66% | $2.1M | 31,673 | $3.6M | 42,784 | -11,111-25.97% | Reduce |
| HHELIX ENERGY SOLUTIONS GRP IHLX |
| 0.42% | 0.34% | $2.1M | 239,423 | $1.8M | 184,020 | +55,403+30.11% | Add |
 CALIFORNIA WTR SVC GROUP COMCWT |
| 0.41% | 0.24% | $2.1M | 42,138 | $1.3M | 28,561 | +13,577+47.54% | Add |
| DDARLING INGREDIENTS INCDAR |
| 0.41% | 0.82% | $2.0M | 37,183 | $4.4M | 70,977 | -33,794-47.61% | Reduce |
 DAQO NEW ENERGY CORPDQ |
| 0.4% | 0.59% | $2.0M | 147,621 | $3.1M | 147,983 | -362-0.24% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.39% | 0.26% | $2.0M | 14,276 | $1.4M | 8,217 | +6,059+73.74% | Add |
| OOceaneering Intl Inc ComOII |
| 0.39% | 0.3% | $1.9M | 47,617 | $1.6M | 46,090 | +1,527+3.31% | Add |
| MMATADOR RES COMTDR |
| 0.38% | 0.78% | $1.9M | 38,137 | $4.2M | 66,803 | -28,666-42.91% | Reduce |
| AAGCO CORPAGCO |
| 0.37% | 0.34% | $1.9M | 15,559 | $1.8M | 15,639 | -80-0.51% | Reduce |
 MAGNOLIA OIL & GAS CORPMGY |
| 0.37% | 0.41% | $1.8M | 71,816 | $2.2M | 70,522 | +1,294+1.83% | Add |
 SELECT WATER SOLUTIONS INCWTTR |
| 0.36% | 0.26% | $1.8M | 90,898 | $1.4M | 92,614 | -1,716-1.85% | Reduce |
 ENERFLEX LTDEFXT |
| 0.36% | 0.29% | $1.8M | 73,731 | $1.5M | 73,638 | +93+0.13% | Add |
| PPROPETRO HLDG CORPPUMP |
| 0.33% | 0.3% | $1.6M | 113,790 | $1.6M | 111,854 | +1,936+1.73% | Add |
| EEXPRO GROUP HOLDINGS NVXPRO |
| 0.32% | 0.34% | $1.6M | 107,585 | $1.8M | 105,716 | +1,869+1.77% | Add |
| SSHOALS TECHNOLOGIES GROUP INSHLS |
| 0.32% | 0.44% | $1.6M | 159,991 | $2.4M | 362,241 | -202,250-55.83% | Reduce |
| KKODIAK GAS SVCS INCKGS |
| 0.32% | 0.54% | $1.6M | 21,022 | $2.9M | 50,156 | -29,134-58.09% | Reduce |
