| Linde PLC | 14.49 |
| NEM | Newmont Corp | 8.53 |
| Freeport-McMoRan Inc | 6.96 |
| Sherwin-Williams Co | 4.94 |
| ECL | Ecolab Inc | 4.59 |
| Air Products and Chemicals Inc | 4.30 |
| CRH PLC | 4.03 |
| Corteva Inc | 3.62 |
| Nucor Corp | 3.55 |
| Vulcan Materials Co | 2.24 |
| Steel Dynamics Inc | 2.04 |
| Martin Marietta Materials Inc | 1.99 |
| PPG Industries Inc | 1.60 |
| SW | Smurfit WestRock PLC | 1.57 |
| RGLD | Royal Gold Inc | 1.42 |
| Dow Inc | 1.41 |
| Amrize Ltd Registered Share | 1.39 |
| IFF | International Flavors & Fragrances Inc | 1.37 |
| Coeur Mining Inc | 1.37 |
| Amcor PLC Ordinary Shares | 1.36 |
| PKG | Packaging Corp of America | 1.33 |
| CF Industries Holdings Inc | 1.28 |
| Reliance Inc | 1.25 |
| IP | International Paper Co | 1.22 |
| JHX | James Hardie Industries PLC | 1.08 |
| LyondellBasell Industries NV Class A | 1.07 |
| Ball Corp | 1.02 |
| ALB | Albemarle Corp | 1.02 |
| Hecla Mining Co | 0.85 |
| Avery Dennison Corp | 0.85 |
| Alcoa Corp | 0.84 |
| CCK | Crown Holdings Inc | 0.83 |
| RPM International Inc | 0.83 |
| Solstice Advanced Materials Inc | 0.64 |
| AptarGroup Inc | 0.54 |
| Eastman Chemical Co | 0.53 |
| Element Solutions Inc | 0.53 |
| MP Materials Corp Ordinary Shares - Class A | 0.50 |
| Axalta Coating Systems Ltd | 0.50 |
| The Mosaic Co | 0.49 |
| Commercial Metals Co | 0.48 |
| NEU | NewMarket Corp | 0.43 |
| Cleveland-Cliffs Inc | 0.42 |
| EXP | Eagle Materials Inc | 0.38 |
| Warrior Met Coal Inc | 0.37 |
| Balchem Corp | 0.36 |
| Sonoco Products Co | 0.35 |
| CE | Celanese Corp Class A | 0.32 |
| SXT | Sensient Technologies Corp | 0.31 |
| Materion Corp | 0.31 |
| PRM | Perimeter Solutions Inc | 0.29 |
| Cabot Corp | 0.27 |
| Avient Corp | 0.26 |
| Knife River Corp | 0.23 |
| Silgan Holdings Inc | 0.23 |
| USA Rare Earth Inc | 0.22 |
| Graphic Packaging Holding Co | 0.21 |
| Constellium SE Class A | 0.21 |
| Ashland Inc | 0.20 |
| Century Aluminum Co | 0.20 |
| FUL | H.B. Fuller Co | 0.19 |
| SMG | The Scotts Miracle Gro Co Class A | 0.17 |
| KALU | Kaiser Aluminum Corp | 0.17 |
| Alpha Metallurgical Resources Inc | 0.16 |
| NGVT | Ingevity Corp | 0.15 |
| WLK | Westlake Corp | 0.15 |
| CC | The Chemours Co | 0.15 |
| HWKN | Hawkins Inc | 0.15 |
| Innospec Inc | 0.15 |
| KWR | Quaker Houghton | 0.15 |
| MTX | Minerals Technologies Inc | 0.14 |
| Perpetua Resources Corp | 0.13 |
| Olin Corp | 0.13 |
| TPLXX | State Street Instl Trs Pls MMkt Trust | 0.13 |
| Net Other Assets | 0.13 |
| GEF | Greif Inc Class A | 0.12 |
| HUN | Huntsman Corp | 0.10 |
| SCL | Stepan Co | 0.09 |
| FMC | FMC Corp | 0.09 |
| Us Dollar | 0.08 |
| IE | Ivanhoe Electric Inc | 0.08 |
| United States Lime & Minerals Inc | 0.08 |
| Hycroft Mining Holding Corp Ordinary Shares Class A | 0.08 |
| Sylvamo Corp Ordinary Shares When Issued | 0.08 |
| Worthington Steel Inc | 0.07 |
| O-I Glass Inc | 0.07 |
| Ecovyst Inc | 0.07 |
| RYZ | Ryerson Holding Corp | 0.07 |
| TRS | TriMas Corp | 0.07 |
| McEwen Inc | 0.07 |
| MYE | Myers Industries Inc | 0.07 |
| PureCycle Technologies Inc Ordinary Shares | 0.06 |
| TMC The Metals Co Inc | 0.06 |
| SunCoke Energy Inc | 0.06 |
| Compass Minerals International Inc | 0.06 |
| KOP | Koppers Holdings Inc | 0.05 |
| Metallus Inc | 0.04 |
| TROX | Tronox Holdings PLC Shs Class A | 0.04 |
| LSB Industries Inc | 0.04 |
| NB | NioCorp Developments Ltd | 0.04 |
| UAMY | United States Antimony Corp | 0.04 |
| ASP Isotopes Inc | 0.03 |
| Ramaco Resources Inc Class A | 0.03 |
| GEF.B | Greif Inc Class B | 0.03 |
| TMQ | Trilogy Metals Inc | 0.03 |
| RMIX | Suncrete Inc Class A | 0.02 |
| Cash† | 0.01 |
| Future on S&P 500 | 0.00 |