Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HUDBAY MINERALS INC(HBM) | 508,588 | 851,598 | +343,010 | 3,859 | 9,035 | 1.49% | +5,176 |
| MATADOR RES CO(MTDR) | 0 | 99,271 | +99,271 | 0 | 4,737 | 0.78% | +4,737 |
| ARRAY TECHNOLOGIES INC(ARRY) | 493,421 | 1,008,796 | +515,375 | 2,403 | 5,952 | 0.98% | +3,549 |
| SHOALS TECHNOLOGIES GROUP IN(SHLS) | 32,901 | 755,471 | +722,570 | 109 | 3,211 | 0.53% | +3,102 |
| WEST FRASER TIMBER CO LTD(WFG) | 11,636 | 48,032 | +36,396 | 895 | 3,522 | 0.58% | +2,627 |
| TECK RESOURCES LTD(TECK) | 135,245 | 179,627 | +44,382 | 4,927 | 7,253 | 1.19% | +2,326 |
| CNH INDL N V SHS | 245,222 | 165,950 | -79,272 | 3,011 | 5,228 | 0.86% | +2,217 |
| HECLA MNG CO(HL) | 597,999 | 903,253 | +305,254 | 3,325 | 5,410 | 0.89% | +2,086 |
| FIRST SOLAR INC(FSLR) | 13,329 | 22,417 | +9,088 | 1,685 | 3,711 | 0.61% | +2,026 |
| JINKOSOLAR HLDG CO LTD(JKS) | 167,024 | 240,775 | +73,751 | 3,113 | 5,109 | 0.84% | +1,996 |
| CENOVUS ENERGY INC(CVE) | 72,076 | 214,734 | +142,658 | 1,003 | 2,918 | 0.48% | +1,916 |
| PERMIAN RESOURCES CORP(PR) | 59,874 | 198,094 | +138,220 | 829 | 2,698 | 0.44% | +1,869 |
| SITIO ROYALTIES CORP | 0 | 94,279 | +94,279 | 0 | 1,733 | 0.29% | +1,733 |
| DARLING INGREDIENTS INC(DAR) | 105,344 | 131,313 | +25,969 | 3,291 | 4,982 | 0.82% | +1,691 |
| ALCOA CORP(AA) | 81,761 | 141,491 | +59,730 | 2,494 | 4,175 | 0.69% | +1,682 |
| SUNCOR ENERGY INC NEW(SU) | 38,525 | 81,360 | +42,835 | 1,493 | 3,049 | 0.50% | +1,556 |
| SOLARIS ENERGY INFRAS INC(SEI) | 0 | 51,483 | +51,483 | 0 | 1,456 | 0.24% | +1,456 |
| CALIFORNIA RES CORP(CRC) | 27,040 | 57,328 | +30,288 | 1,189 | 2,618 | 0.43% | +1,429 |
| KINROSS GOLD CORP(KGC) | 10,414 | 99,818 | +89,404 | 131 | 1,560 | 0.26% | +1,429 |
| IAMGOLD CORP(IAG) | 11,131 | 202,975 | +191,844 | 70 | 1,492 | 0.25% | +1,422 |
| PROPETRO HLDG CORP(PUMP) | 169,456 | 429,497 | +260,041 | 1,246 | 2,564 | 0.42% | +1,319 |
| TALOS ENERGY INC(TALO) | 169,778 | 339,110 | +169,332 | 1,650 | 2,876 | 0.47% | +1,225 |
| EOG RES INC(EOG) | 19,739 | 31,259 | +11,520 | 2,531 | 3,739 | 0.62% | +1,208 |
| VIPER ENERGY INC(VNOM) | 0 | 30,680 | +30,680 | 0 | 1,170 | 0.19% | +1,170 |
| MURPHY OIL CORP(MUR) | 185,698 | 284,873 | +99,175 | 5,274 | 6,410 | 1.06% | +1,136 |
| CENTURY ALUM CO(CENX) | 138,622 | 203,908 | +65,286 | 2,573 | 3,674 | 0.60% | +1,102 |
| ADECOAGRO S A | 0 | 103,476 | +103,476 | 0 | 946 | 0.16% | +946 |
| EXPRO GROUP HOLDINGS NV | 76,321 | 188,927 | +112,606 | 759 | 1,623 | 0.27% | +864 |
| BARRICK MNG CORP(B) | 0 | 36,740 | +36,740 | 0 | 765 | 0.13% | +765 |
| CORTEVA INC(CTVA) | 69,701 | 68,920 | -781 | 4,386 | 5,137 | 0.85% | +750 |
| BAYTEX ENERGY CORP(BTE) | 1,430,834 | 2,157,352 | +726,518 | 3,175 | 3,865 | 0.64% | +690 |
| RENEW ENERGY GLOBAL PLC(RNW) | 27,868 | 121,391 | +93,523 | 164 | 839 | 0.14% | +675 |
| DEVON ENERGY CORP NEW(DVN) | 103,558 | 142,615 | +39,057 | 3,873 | 4,537 | 0.75% | +664 |
| SM ENERGY CO(SM) | 74,782 | 117,263 | +42,481 | 2,240 | 2,898 | 0.48% | +658 |
| WARRIOR MET COAL INC(HCC) | 51,876 | 66,552 | +14,676 | 2,476 | 3,050 | 0.50% | +575 |
| CIVITAS RESOURCES INC | 66,442 | 104,769 | +38,327 | 2,318 | 2,883 | 0.47% | +565 |
| ANTERO RESOURCES CORP(AR) | 0 | 13,786 | +13,786 | 0 | 555 | 0.09% | +555 |
| EOS ENERGY ENTERPRISES INC(EOSE) | 181,213 | 230,688 | +49,475 | 685 | 1,181 | 0.19% | +496 |
| DIAMONDBACK ENERGY INC(FANG) | 0 | 3,299 | +3,299 | 0 | 453 | 0.07% | +453 |
| ARCHER DANIELS MIDLAND CO | 75,415 | 77,123 | +1,708 | 3,621 | 4,071 | 0.67% | +450 |
| OCEANEERING INTL INC(OII) | 75,084 | 98,051 | +22,967 | 1,638 | 2,032 | 0.33% | +394 |
| NORTHERN OIL & GAS INC(NOG) | 20,134 | 34,934 | +14,800 | 609 | 990 | 0.16% | +382 |
| ERO COPPER CORP(ERO) | 78,479 | 78,824 | +345 | 951 | 1,331 | 0.22% | +380 |
| VERMILION ENERGY INC(VET) | 253,764 | 331,464 | +77,700 | 2,053 | 2,419 | 0.40% | +366 |
| SELECT WATER SOLUTIONS INC(WTTR) | 115,302 | 172,018 | +56,716 | 1,211 | 1,486 | 0.24% | +276 |
| CONOCOPHILLIPS(COP) | 40,295 | 49,960 | +9,665 | 4,232 | 4,483 | 0.74% | +252 |
| PAN AMERN SILVER CORP(PAAS) | 44,819 | 48,929 | +4,110 | 1,158 | 1,390 | 0.23% | +232 |
| NPK INTERNATIONAL INC(NPKI) | 90,199 | 88,687 | -1,512 | 524 | 755 | 0.12% | +231 |
| TIDEWATER INC NEW(TDW) | 54,456 | 54,819 | +363 | 2,302 | 2,529 | 0.42% | +227 |
| BHP GROUP LTD | 6,439 | 9,240 | +2,801 | 313 | 444 | 0.07% | +132 |
| REX AMERICAN RES CORP(REX) | 11,832 | 11,169 | -663 | 445 | 544 | 0.09% | +100 |
| ICL GROUP LTD(ICL) | 92,992 | 87,581 | -5,411 | 529 | 603 | 0.10% | +73 |
| RIO TINTO PLC(RIO) | 4,543 | 5,837 | +1,294 | 273 | 340 | 0.06% | +68 |
| VALE S A | 16,480 | 22,903 | +6,423 | 164 | 222 | 0.04% | +58 |
| CF INDS HLDGS INC(CF) | 6,052 | 5,599 | -453 | 473 | 515 | 0.08% | +42 |
| CANADIAN SOLAR INC(CSIQ) | 21,772 | 20,806 | -966 | 188 | 230 | 0.04% | +41 |
| FRESH DEL MONTE PRODUCE INC(DMC) | 32,730 | 32,298 | -432 | 1,009 | 1,047 | 0.17% | +38 |
| METALLUS INC(MTUS) | 22,099 | 21,094 | -1,005 | 295 | 325 | 0.05% | +30 |
| EQT CORP(EQT) | 5,019 | 4,936 | -83 | 268 | 288 | 0.05% | +20 |
| FLUENCE ENERGY INC(FLNC) | 10,040 | 10,040 | 0 | 49 | 67 | 0.01% | +19 |
| SOUTHERN COPPER CORP(SCCO) | 54,212 | 50,216 | -3,996 | 5,067 | 5,080 | 0.84% | +14 |
| ENERFLEX LTD(EFXT) | 98,785 | 97,615 | -1,170 | 764 | 770 | 0.13% | +6 |
| CNX RES CORP(CNX) | 8,528 | 8,144 | -384 | 268 | 274 | 0.05% | +6 |
| PRECISION DRILLING CORP(PDS) | 14,378 | 14,198 | -180 | 669 | 672 | 0.11% | +3 |
| GERDAU SA(GGB) | 22,644 | 22,644 | 0 | 64 | 66 | 0.01% | +2 |
| CAL MAINE FOODS INC(CALM) | 20,017 | 18,267 | -1,750 | 1,820 | 1,820 | 0.30% | 0 |
| CLEVELAND-CLIFFS INC NEW(CLF) | 20,320 | 20,086 | -234 | 167 | 153 | 0.03% | -14 |
| PETROLEO BRASILEIRO SA PETRO(PBR) | 12,064 | 12,064 | 0 | 173 | 151 | 0.02% | -22 |
| HIGHPEAK ENERGY INC(HPK) | 13,055 | 13,327 | +272 | 165 | 131 | 0.02% | -35 |
| SUNCOKE ENERGY INC(SXC) | 54,854 | 54,134 | -720 | 505 | 465 | 0.08% | -40 |
| ENPHASE ENERGY INC(ENPH) | 8,095 | 11,653 | +3,558 | 502 | 462 | 0.08% | -40 |
| PATTERSON-UTI ENERGY INC(PTEN) | 337,255 | 460,641 | +123,386 | 2,772 | 2,732 | 0.45% | -41 |
| ALBEMARLE CORP(ALB) | 4,071 | 4,017 | -54 | 293 | 252 | 0.04% | -41 |
| DOLE PLC(DOLE) | 70,197 | 69,261 | -936 | 1,014 | 969 | 0.16% | -45 |
| TERNIUM SA(TX) | 35,912 | 35,444 | -468 | 1,119 | 1,067 | 0.18% | -52 |
| HESS CORP | 2,022 | 1,947 | -75 | 323 | 270 | 0.04% | -53 |
| FMC CORP(FMC) | 61,477 | 60,829 | -648 | 2,594 | 2,540 | 0.42% | -54 |
| FLEX LNG LTD(FLNG) | 43,132 | 42,534 | -598 | 992 | 935 | 0.15% | -57 |
| COMPASS MINERALS INTL INC(CMP) | 47,408 | 18,595 | -28,813 | 440 | 374 | 0.06% | -67 |
| CHEVRON CORP NEW(CVX) | 2,444 | 2,358 | -86 | 409 | 338 | 0.06% | -71 |
| EXXON MOBIL CORP | 4,280 | 4,052 | -228 | 509 | 437 | 0.07% | -72 |
| CANADIAN NAT RES LTD(CNQ) | 56,081 | 52,664 | -3,417 | 1,727 | 1,655 | 0.27% | -72 |
| KOSMOS ENERGY LTD(KOS) | 33,521 | 0 | -33,521 | 76 | 0 | — | -76 |
| TITAN INTL INC ILL(TWI) | 117,949 | 88,763 | -29,186 | 990 | 912 | 0.15% | -78 |
| RAYONIER INC(RYN) | 14,020 | 14,020 | 0 | 391 | 311 | 0.05% | -80 |
| CRESCENT ENERGY COMPANY(CRGY) | 24,640 | 22,861 | -1,779 | 277 | 197 | 0.03% | -80 |
| AMER STATES WTR CO | 22,982 | 22,512 | -470 | 1,808 | 1,726 | 0.28% | -82 |
| H2O AMERICA(HTO) | 28,124 | 27,508 | -616 | 1,538 | 1,430 | 0.24% | -109 |
| GREEN PLAINS INC(GPRE) | 24,274 | 0 | -24,274 | 118 | 0 | — | -118 |
| BLACK STONE MINERALS L P(BSM) | 51,381 | 49,725 | -1,656 | 785 | 650 | 0.11% | -134 |
| COTERRA ENERGY INC | 120,345 | 131,349 | +11,004 | 3,478 | 3,334 | 0.55% | -144 |
| NOV INC(NOV) | 49,593 | 48,691 | -902 | 755 | 605 | 0.10% | -150 |
| ALPHA METALLURGICAL RESOUR I | 10,910 | 10,748 | -162 | 1,366 | 1,209 | 0.20% | -158 |
| NOBLE CORP PLC(NE) | 56,600 | 44,103 | -12,497 | 1,341 | 1,171 | 0.19% | -170 |
| ATLAS ENERGY SOLUTIONS INC(AESI) | 11,144 | 0 | -11,144 | 199 | 0 | — | -199 |
| NATIONAL FUEL GAS CO(NFG) | 6,760 | 3,727 | -3,033 | 535 | 316 | 0.05% | -220 |
| ARIS WATER SOLUTIONS INC | 31,759 | 33,309 | +1,550 | 1,018 | 788 | 0.13% | -230 |
| CORE LABORATORIES INC(CLB) | 65,784 | 64,902 | -882 | 986 | 748 | 0.12% | -238 |
| HALLIBURTON CO(HAL) | 97,751 | 108,756 | +11,005 | 2,480 | 2,216 | 0.36% | -263 |
| BAKER HUGHES COMPANY(BKR) | 13,278 | 8,079 | -5,199 | 584 | 310 | 0.05% | -274 |