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Copper & Industrial Metals

Copper carries electricity, so demand rises with every grid, data center, and electric vehicle built. Supply comes from a small number of very large mines with long lead times and steadily falling ore grades.

79 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
276	CCM Contrarian Capital Management Greenwich, Connecticut	$120M	$0	3	39.37%	Maintained
277	Capital Advisors Inc Tulsa, Oklahoma	$120M	-$1.23M	3	1.77%	Reduced
278	Janney Montgomery Scott Philadelphia, Pennsylvania	$120M	+$3.99M	27	0.23%	Increased
279	Cambridge Investment Research Advisors Fairfield, Iowa	$118M	-$3.72M	32	0.26%	Reduced
280	SFM Systematic Financial Management Teaneck, New Jersey	$118M	+$4.85M	5	2.34%	Increased
281	Jump Financial Chicago, Illinois	$117M	+$10.5M	24	0.94%	Increased
282	Sapient Capital Indianapolis, Indiana	$117M	+$35.8M	5	1.53%	Increased
283	Fifth Third Bancorp Cincinnati, Ohio	$114M	+$630K	27	0.18%	Increased
284	Tocqueville Asset Management New York	$114M	+$7.42M	7	1.51%	Increased
285	Algert Global San Francisco, California	$113M	+$10.9M	14	1.34%	Increased
286	Samlyn Capital New York	$113M	-$1.07M	1	1.84%	Reduced
287	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$112M	-$4.68M	17	0.24%	Reduced
288	State of New Jersey Common Pension Fund D Trenton, New Jersey	$112M	+$15.5M	14	0.38%	Increased
289	EG Electrum Group New York	$111M	$0	1	3.28%	Maintained
290	SG Sourcerock Group Denver, Colorado	$109M	-$25.6M	2	5.68%	Reduced
291	BW Gestao de Investimentos Sao Paulo, Brazil	$108M	-$18.8M	11	2.14%	Reduced
292	XN LP New York	$106M	-$8.3M	1	2.78%	Reduced
293	YCM Yaupon Capital Management New York	$105M	+$62.8M	5	2.07%	Increased
294	Teacher Retirement System of Texas Austin, Texas	$105M	+$22M	14	0.28%	Increased
295	SIG Senator Investment Group New York	$105M	+$42.5M	4	3.82%	Increased
296	SAM Scopus Asset Management New York	$103M	+$32.1M	3	1.45%	Increased
297	ACP Albar Capital Partners London, United Kingdom	$102M	+$54.1M	2	13.28%	Increased
298	MAMU Marathon Asset Management (UK) London, United Kingdom	$102M	-$10.6M	3	4.13%	Reduced
299	FACM Forest Avenue Capital Management Miami, Florida	$101M	-$99.2M	1	4.25%	Reduced
300	PCU Palliser Capital (UK) London, United Kingdom	$101M	-$18.4M	1	54.41%	Reduced