| CCANADIAN NAT RES LTDCNQ |
| 6.92% | 7.41% | $120.3M | 3.0M | $137.9M | 2.8M | +215,402+7.62% | Add |
 SLB LIMITEDSLB |
| 6.56% | 6.35% | $114.1M | 2.5M | $118.1M | 2.3M | +156,323+6.80% | Add |
 RANGE RES CORPRRC |
| 6.25% | 6.61% | $108.6M | 2.9M | $123.0M | 2.7M | +198,864+7.31% | Add |
 SUNCOR ENERGY INC NEWSU |
| 6.1% | 6.54% | $106.1M | 2.0M | $121.7M | 1.8M | +134,545+7.31% | Add |
| VValaris LTD Non-Tradeable AssetVAL |
| 5.9% | 6.95% | $102.6M | 1.4M | $129.3M | 1.3M | +94,191+7.14% | Add |
| SSEADRILL LTDSDRL |
| 5.74% | 5.99% | $99.7M | 2.6M | $111.5M | 2.4M | +187,101+7.64% | Add |
 ALPHA METALLURGICAL RESOUR IAMR |
| 5.36% | 2.67% | $93.1M | 564,714 | $49.7M | 242,039 | +322,675+133.32% | Add |
 NUTRIEN LTDNTR |
| 5.27% | 3.33% | $91.6M | 1.5M | $62.1M | 822,291 | +632,728+76.95% | Add |
 CAMECO CORPCCJ |
| 5.23% | 4.88% | $91.0M | 893,328 | $90.8M | 836,431 | +56,897+6.80% | Add |
| CCORE NATURAL RESOURCES INCCNR |
| 5.07% | 3.99% | $88.1M | 1.1M | $74.2M | 708,225 | +392,752+55.46% | Add |
| WWARRIOR MET COAL INCHCC |
| 4.44% | 2.99% | $77.2M | 951,045 | $55.7M | 598,113 | +352,932+59.01% | Add |
| NNOBLE CORP PLCNE |
| 4.26% | 4.85% | $74.1M | 2.0M | $90.3M | 1.8M | +146,395+7.95% | Add |
 EQT CORPEQT |
| 3.79% | 3.96% | $66.0M | 1.2M | $73.8M | 1.2M | +81,206+7.01% | Add |
 ANTERO RESOURCES CORPAR |
| 3.5% | 3.69% | $60.9M | 1.7M | $68.6M | 1.6M | +114,593+7.09% | Add |
| SSIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHSSBSW |
| 2.24% | 2.83% | $38.9M | 4.6M | $52.6M | 4.3M | +310,725+7.28% | Add |
 CENTRUS ENERGY CORP CL ALEU |
| 2.09% | 1.88% | $36.4M | 216,750 | $35.1M | 202,058 | +14,692+7.27% | Add |
| PPERMIAN RESOURCES CORPPR |
| 2.03% | 2.08% | $35.2M | 1.9M | $38.7M | 1.8M | +99,700+5.49% | Add |
| CCHORD ENERGY CORPORATIONCHRD |
| 2.02% | 2.17% | $35.1M | 306,981 | $40.3M | 283,461 | +23,520+8.30% | Add |
| OOceaneering Intl Inc ComOII |
| 1.81% | 1.36% | $31.4M | 775,476 | $25.3M | 713,586 | +61,890+8.67% | Add |
 URANIUM ENERGY CORP COMUEC |
| 1.45% | 1.6% | $25.1M | 2.4M | $29.7M | 2.2M | +155,865+7.08% | Add |
 MOSAIC COMOS |
| 1.44% | 1.26% | $25.0M | 1.2M | $23.5M | 922,305 | +256,651+27.83% | Add |
| MMATADOR RES COMTDR |
| 1.38% | 1.55% | $24.0M | 482,216 | $28.9M | 457,894 | +24,322+5.31% | Add |
 ENERGY FUELS INCUUUU |
| 1.33% | 1.46% | $23.1M | 1.6M | $27.1M | 1.5M | +105,268+7.09% | Add |
 IVANHOE ELECTRIC INCIE |
| 1.25% | 1.34% | $21.8M | 2.3M | $25.0M | 2.1M | +152,899+7.23% | Add |
 EXPAND ENERGY CORPORATIONEXE |
| 1.25% | 1.33% | $21.7M | 237,837 | $24.8M | 225,860 | +11,977+5.30% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 1.21% | 1.21% | $21.0M | 119,576 | $22.4M | 113,489 | +6,087+5.36% | Add |
 NEXGEN ENERGY LTDNXE |
| 1.06% | 1.13% | $18.4M | 2.0M | $21.0M | 1.8M | +153,759+8.49% | Add |
| DDENISON MINES CORPDNN |
| 0.9% | 0.9% | $15.7M | 5.1M | $16.7M | 4.7M | +396,540+8.40% | Add |
 COMSTOCK RES INCCRK |
| 0.78% | 0.98% | $13.5M | 907,267 | $18.2M | 861,858 | +45,409+5.27% | Add |
| SSM ENERGY COMPANYSM |
| 0.77% | 0.82% | $13.4M | 513,406 | $15.2M | 487,730 | +25,676+5.26% | Add |
 INTREPID POTASH INC COMIPI |
| 0.56% | 0.61% | $9.8M | 297,866 | $11.4M | 267,097 | +30,769+11.52% | Add |
 BORR DRILLING LTDBORR |
| 0.53% | 0.66% | $9.2M | 2.2M | $12.2M | 2.1M | +119,210+5.62% | Add |
| TTRILOGY METALS INC NEWTMQ |
| 0.36% | 0.33% | $6.2M | 1.8M | $6.2M | 1.7M | +47,377+2.74% | Add |
| UUR-ENERGY INC COMURG |
| 0.34% | 0.34% | $6.0M | 4.4M | $6.3M | 4.3M | +131,030+3.08% | Add |
| NNOVAGOLD RESOURCES INC COM NEWNG |
| 0.24% | 0.33% | $4.2M | 710,721 | $6.2M | 692,741 | +17,980+2.60% | Add |
| CCALEDONIA MNG CORP SHS NEWCMCL |
| 0.17% | 0.19% | $3.0M | 156,906 | $3.5M | 153,264 | +3,642+2.38% | Add |
| EENCORE ENERGY CORP COM NEWEU |
| 0.11% | 0.14% | $2.0M | 1.5M | $2.6M | 1.5M | +43,759+2.99% | Add |
 TRIPLE FLAG PRECIOUS METALTFPM |
| 0.11% | 0.11% | $1.8M | 61,584 | $2.1M | 60,271 | +1,313+2.18% | Add |
| OORLA MNG LTD NEWORLA |
| 0.09% | 0.14% | $1.6M | 165,196 | $2.6M | 161,584 | +3,612+2.24% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.08% | 0.39% | $1.4M | 21,912 | $7.2M | 123,252 | -101,340-82.22% | Reduce |
| TTIDEWATER INC NEWTDW |
| 0.01% | 0.02% | $260,790 | 3,914 | $327,015 | 3,914 | 00.00% | Unchanged |
