| 1 | 300750 | Contemporary Amperex Technology Co Ltd Class A | 7.17% |
| 2 | BHP | BHP Group Limited | 6.96% |
| 3 | TSLA | Tesla, Inc. | 5.29% |
| 4 | 01211 | BYD Co Ltd Class H | 5.14% |
| 5 | FCX | Freeport-McMoRan Inc. | 3.88% |
| 6 | 6762 | TDK Corp | 2.65% |
| 7 | GMEXICOB | Grupo Mexico SAB de CV Class B | 2.41% |
| 8 | ALB | Albemarle Corporation | 2.12% |
| 9 | TECK.B | Teck Resources Ltd Class B (Sub Voting) | 2.08% |
| 10 | BE | Bloom Energy Corporation | 2.08% |
| 11 | 002709 | Guangzhou Tinci Materials Technology Co Ltd Class A | 1.98% |
| 12 | 603799 | Zhejiang Huayou Cobalt Co Ltd Class A | 1.96% |
| 13 | LUN | Lundin Mining Corp | 1.94% |
| 14 | 01772 | Ganfeng Lithium Group Co Ltd | 1.94% |
| 15 | FM | iShares MSCI Frontier 100 ETF | 1.92% |
| 16 | PLS | Pilbara Minerals Ltd | 1.89% |
| 17 | 09696 | Tianqi Lithium Corp Class H | 1.82% |
| 18 | ANTO | Antofagasta PLC | 1.80% |
| 19 | 373220 | LG Energy Solution Ltd | 1.79% |
| 20 | 006400 | Samsung SDI Co Ltd | 1.76% |
| 21 | SQM | Sociedad Química y Minera de Chile S.A. | 1.72% |
| 22 | S32 | South32 Ltd | 1.69% |
| 23 | 5713 | Sumitomo Metal Mining Co Ltd | 1.65% |
| 24 | MP | MP Materials Corp. | 1.64% |
| 25 | MIN | MFS Intermediate Income Trust | 1.63% |
| View BATT holdings |
