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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
326	PineBridge Investments New York	$85.5M	-$7.09M	11	0.7%	Reduced
327	Asset Management One Tokyo, Japan	$85.2M	+$523K	5	0.22%	Increased
328	Caxton Associates (UK) London,	$84.6M	-$21.1M	8	1.59%	Reduced
329	MetLife Investment Management Whippany, New Jersey	$84.6M	+$2.04M	20	0.38%	Increased
330	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$84.2M	-$6.68M	7	9.57%	Reduced
331	US Bancorp Minneapolis, Minnesota	$83.9M	+$1.77M	31	0.09%	Increased
332	Glazer Capital LLC New York	$83.8M	+$89.8M	1	2.06%	New
333	Chevy Chase Trust Bethesda, Maryland	$83.3M	-$2.04M	3	0.21%	Reduced
334	ExodusPoint Capital Management New York	$83.2M	-$9.15M	18	0.54%	Reduced
335	NIG NFJ Investment Group Dallas, Texas	$83.2M	-$51.7M	4	2.82%	Reduced
336	BCM Brightline Capital Management Miami, Florida	$83.1M	-$9.25M	3	18.02%	Reduced
337	APG Asset Management Amsterdam, Netherlands	$82.6M	+$52.9M	4	0.2%	Increased
338	Magnetar Financial Evanston, Illinois	$82.4M	-$13.5M	5	0.75%	Reduced
339	Homestead Advisers Arlington, Virginia	$82M	+$219K	1	2.04%	Increased
340	HCM Hodges Capital Management Dallas, Texas	$81.4M	-$8.65M	8	5.38%	Reduced
341	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$80.7M	+$515K	2	3.17%	Increased
342	FRM Foundation Resource Management Little Rock, Arkansas	$80.7M	-$1.67M	4	9.39%	Reduced
343	Sanctuary Advisors Indianapolis, Indiana	$80.5M	+$17.3M	15	0.37%	Increased
344	LMR Partners London, United Kingdom	$80.1M	+$5.51M	6	0.3%	Increased
345	USS Investment Management London, United Kingdom	$79.4M	+$21.2M	6	0.29%	Increased
346	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$79.1M	+$2.9M	31	0.59%	Increased
347	KI Kapitalo Investimentos Sao Paulo, Brazil	$79.1M	-$3.84M	5	5.02%	Reduced
348	TCW Group Los Angeles, California	$78.9M	-$4.16M	6	0.53%	Reduced
349	Focus Partners Wealth Boston, Massachusetts	$78.3M	+$2.04M	20	0.08%	Increased
350	Cannell & Spears New York	$77.5M	-$7.49M	4	1.38%	Reduced