| 1 | ASX: BHP | BHP Group Limited | 7.21% |
| 2 | SHE: 300750 | Contemporary Amperex Technology Co., Limited | 6.73% |
| 3 | TSLA | Tesla, Inc. | 5.85% |
| 4 | BY6.DE | BYD Co Ltd Class H | 4.94% |
| 5 | FCX | Freeport-McMoRan Inc. | 4.24% |
| 6 | GMEXICOB.MX | Grupo Mexico SAB de CV Class B | 2.57% |
| 7 | TYO: 6762 | TDK Corporation | 2.55% |
| 8 | TECK | Teck Resources Limited | 2.24% |
| 9 | ALB | Albemarle Corporation | 2.16% |
| 10 | BE | Bloom Energy Corporation | 2.16% |
| 11 | TSX: FM | First Quantum Minerals Ltd. | 2.11% |
| 12 | TSX: LUN | Lundin Mining Corporation | 1.96% |
| 13 | LON: ANTO | Antofagasta plc | 1.92% |
| 14 | SQM | Sociedad Química y Minera de Chile S.A. | 1.89% |
| 15 | SHA: 603799 | Zhejiang Huayou Cobalt Co., Ltd | 1.88% |
| 16 | ASX: S32 | South32 Limited | 1.86% |
| 17 | ASX: PLS | PLS Group Limited | 1.84% |
| 18 | RIVN | Rivian Automotive, Inc. | 1.72% |
| 19 | MP | MP Materials Corp. | 1.70% |
| 20 | HKG: 1208 | MMG Limited | 1.67% |
| 21 | TYO: 5713 | Sumitomo Metal Mining Co., Ltd. | 1.65% |
| 22 | SHE: 002709 | Guangzhou Tinci Materials Technology Co., Ltd. | 1.65% |
| 23 | KRX: 006400 | Samsung SDI Co., Ltd. | 1.64% |
| 24 | TSX: HBM | Hudbay Minerals Inc. | 1.60% |
| 25 | ENS | EnerSys | 1.60% |
| View BATT holdings |