| Top holdings | Sector allocation | (%) |
|---|---|---|
| Capstone Copper Corp | Metals and Mining | 11.05% |
| Lithium Americas Corp | Metals and Mining | 9.86% |
| Leo Lithium Ltd | Metals and Mining | 7.49% |
| Base Carbon Inc | Diversified Technology | 6.88% |
| Metals Acquisition Ltd | Other | 6.53% |
| Sandstorm Gold Ltd | Gold and Precious Metals | 6.25% |
| Sociedad Quimica y Minera de Chile SA - ADR Sr B | Chemicals and Gases | 5.55% |
| Albemarle Corp | Chemicals and Gases | 4.65% |
| Wa1 Resources Ltd | Other | 4.49% |
| Cyprium Metals Ltd | Metals and Mining | 4.24% |
| Lithium Royalty Corp | Metals and Mining | 4.03% |
| Freeport-McMoRan Inc | Metals and Mining | 3.98% |
| Sayona Mining Ltd | Gold and Precious Metals | 2.90% |
| Tinka Resources Ltd | Metals and Mining | 2.88% |
| Talon Metals Corp | Metals and Mining | 2.78% |