 BRUKER CORPBRKR |
| 4.25% | 2.73% | $40.1M | 667,103 | $23.2M | 641,000 | +26,103+4.07% | Add |
| OOceaneering Intl Inc ComOII |
| 2.98% | 2.92% | $28.1M | 693,549 | $24.7M | 697,193 | -3,644-0.52% | Reduce |
| TTIDEWATER INC NEWTDW |
| 2.78% | 4.04% | $26.2M | 393,788 | $34.3M | 410,257 | -16,469-4.01% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 2.61% | 3.51% | $24.7M | 48,441 | $29.8M | 49,255 | -814-1.65% | Reduce |
 ILLUMINA INCILMN |
| 2.38% | 0.34% | $22.5M | 127,804 | $2.9M | 23,388 | +104,416+446.45% | Add |
 SUNCOR ENERGY INC NEWSU |
| 2.38% | 3.22% | $22.5M | 418,292 | $27.3M | 413,147 | +5,145+1.25% | Add |
 SLB LIMITEDSLB |
| 2.36% | 2.98% | $22.3M | 479,478 | $25.3M | 491,952 | -12,474-2.54% | Reduce |
| CCANADIAN NAT RES LTDCNQ |
| 2.33% | 3.27% | $22.0M | 556,966 | $27.7M | 569,348 | -12,382-2.17% | Reduce |
 ASML HLDG NVASML |
| 2.32% | 1.95% | $21.9M | 11,000 | $16.6M | 12,543 | -1,543-12.30% | Reduce |
| TTRILOGY METALS INC NEWTMQ |
| 2.26% | 1.99% | $21.4M | 6.1M | $16.9M | 4.7M | +1.4M+29.58% | Add |
 SKYWORKS SOLUTIONS INCSWKS |
| 2.12% | 0.98% | $20.0M | 295,073 | $8.3M | 155,869 | +139,204+89.31% | Add |
 CAMECO CORPCCJ |
| 2.09% | 2.49% | $19.7M | 193,664 | $21.1M | 194,147 | -483-0.25% | Reduce |
 NEXGEN ENERGY LTDNXE |
| 2.02% | 2.66% | $19.1M | 2.0M | $22.5M | 1.9M | +94,037+4.84% | Add |
 ANTERO RESOURCES CORPAR |
| 1.99% | — | $18.7M | 533,355 | $0 | 0 | +533,355 | New Buy |
| NNOKIA CORP SPONSORED ADRNOK |
| 1.91% | 1.46% | $18.1M | 1.4M | $12.4M | 1.5M | -178,898-11.63% | Reduce |
| CCORE NATURAL RESOURCES INCCNR |
| 1.86% | 3.62% | $17.6M | 219,914 | $30.7M | 293,163 | -73,249-24.99% | Reduce |
| AAXCELIS TECHNOLOGIES INCACLS |
| 1.81% | 0.47% | $17.1M | 90,334 | $4.0M | 42,481 | +47,853+112.65% | Add |
 NUTRIEN LTDNTR |
| 1.73% | 3.47% | $16.3M | 259,047 | $29.5M | 390,348 | -131,301-33.64% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.71% | 2.81% | $16.1M | 55,058 | $23.8M | 81,929 | -26,871-32.80% | Reduce |
 EXPAND ENERGY CORPORATIONEXE |
| 1.69% | — | $15.9M | 174,743 | $0 | 0 | +174,743 | New Buy |
 EQT CORPEQT |
| 1.68% | — | $15.8M | 297,454 | $0 | 0 | +297,454 | New Buy |
 BOEING COBA |
| 1.59% | 1.1% | $15.0M | 69,454 | $9.3M | 46,895 | +22,559+48.11% | Add |
 BUNGE GLOBAL SABG |
| 1.53% | 2% | $14.5M | 135,751 | $17.0M | 133,610 | +2,141+1.60% | Add |
 UNION PAC CORPUNP |
| 1.52% | 1.06% | $14.4M | 52,870 | $9.0M | 36,925 | +15,945+43.18% | Add |
| RRIO TINTO PLCBBP |
| 1.47% | 1.31% | $13.8M | 145,736 | $11.1M | 118,777 | +26,959+22.70% | Add |
| FFERROGLOBE PLC SHSGSM |
| 1.42% | 1.91% | $13.4M | 4.2M | $16.2M | 3.9M | +274,677+7.00% | Add |
 FLUOR CORPFLR |
| 1.41% | 0.18% | $13.3M | 254,781 | $1.5M | 31,939 | +222,842+697.71% | Add |
 FREEPORT MCMORAN INCFCX |
| 1.39% | 1.06% | $13.2M | 209,137 | $9.0M | 152,387 | +56,750+37.24% | Add |
 RANGE RES CORPRRC |
| 1.36% | — | $12.8M | 344,829 | $0 | 0 | +344,829 | New Buy |
 ALBEMARLE CORPALB |
| 1.35% | 1.87% | $12.7M | 94,373 | $15.8M | 88,182 | +6,191+7.02% | Add |
 GE VERNOVA INCGEV |
| 1.35% | 1.11% | $12.7M | 10,815 | $9.4M | 10,815 | 00.00% | Unchanged |
 CF INDS HLDGS INCCF |
| 1.33% | 2.58% | $12.5M | 115,640 | $21.9M | 168,515 | -52,875-31.38% | Reduce |
 ALCOA CORPAA |
| 1.31% | 1.73% | $12.3M | 236,718 | $14.7M | 221,595 | +15,123+6.82% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 1.31% | 2.22% | $12.3M | 24,203 | $18.8M | 27,539 | -3,336-12.11% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.18% | 1.21% | $11.2M | 22,326 | $10.2M | 21,351 | +975+4.57% | Add |
| IIPERIONX LTD SPON ADS EACH REP 10 ORD SHSIPX |
| 1.09% | 0.03% | $10.3M | 345,185 | $277,378 | 10,652 | +334,533+3,140.57% | Add |
 VERTIV HOLDINGS COVRT |
| 1.08% | 0.85% | $10.2M | 30,458 | $7.2M | 28,833 | +1,625+5.64% | Add |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 1.08% | 1.69% | $10.2M | 335,867 | $14.3M | 322,384 | +13,483+4.18% | Add |
 AGNICO EAGLE MINES LTDAEM |
| 1.06% | 1.42% | $10.0M | 64,372 | $12.0M | 59,309 | +5,063+8.54% | Add |
 ALPHA METALLURGICAL RESOUR IAMR |
| 1.05% | 0.88% | $9.9M | 60,213 | $7.5M | 36,475 | +23,738+65.08% | Add |
| IIPG PHOTONICS CORPIPGP |
| 1.01% | 0.5% | $9.5M | 81,189 | $4.3M | 37,220 | +43,969+118.13% | Add |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.99% | — | $9.4M | 113,860 | $0 | 0 | +113,860 | New Buy |
| NNOBLE CORP PLCNE |
| 0.85% | 1.22% | $8.0M | 215,153 | $10.4M | 211,424 | +3,729+1.76% | Add |
 DOW HLDGS INC COMDOW |
| 0.81% | 1.21% | $7.7M | 280,847 | $10.3M | 246,526 | +34,321+13.92% | Add |
| NNAVITAS SEMICONDUCTOR CORPNVTS |
| 0.81% | 0.06% | $7.7M | 427,322 | $518,841 | 59,161 | +368,161+622.30% | Add |
| CCHEMOURS COCC |
| 0.76% | 0.82% | $7.2M | 348,549 | $7.0M | 317,329 | +31,220+9.84% | Add |
| WWEATHERFORD INTL PLCWFRD |
| 0.73% | 0.92% | $6.9M | 84,547 | $7.8M | 82,899 | +1,648+1.99% | Add |
 LYONDELLBASELL INDUSTRIES NV SHS - A -LYB |
| 0.71% | 1.21% | $6.7M | 127,282 | $10.3M | 127,282 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 0.7% | 0.37% | $6.7M | 9,200 | $3.1M | 9,200 | 00.00% | Unchanged |
 OLIN CORP COM PAR $1OLN |
| 0.68% | 0.67% | $6.4M | 323,869 | $5.7M | 192,371 | +131,498+68.36% | Add |
