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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
401	Amalgamated Bank New York	$60.2M	-$5.62M	12	0.42%	Reduced
402	Robeco Schweiz Zurich, Switzerland	$60.2M	+$20.1M	3	0.97%	Increased
403	GP Greenline Partners New York	$60M	-$2.25M	7	6.1%	Reduced
404	Granahan Investment Management Waltham, Massachusetts	$59.8M	-$67.1M	1	2.13%	Reduced
405	EIP Easterly Investment Partners Beverly, Massachusetts	$59.3M	+$12M	5	3.02%	Increased
406	AssetMark Inc Concord, California	$58.6M	+$448K	27	0.1%	Increased
407	Macquarie Group Sydney, NSW 2000, Australia	$58.5M	+$19.4M	10	0.25%	Increased
408	INTECH Investment Management West Palm Beach, Florida	$58.3M	+$4.11M	19	0.53%	Increased
409	Pathstone Holdings Englewood, New Jersey	$58.2M	-$2.16M	23	0.17%	Reduced
410	State of Michigan Retirement System Lansing, Michigan	$58.2M	-$2.38M	7	0.26%	Reduced
411	KLP Kapitalforvaltning Oslo, Norway	$58.2M	+$1.66M	17	0.19%	Increased
412	Vident Advisory Alpharetta, Georgia	$58.1M	-$24.8M	24	0.42%	Reduced
413	PTEAP Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland	$57.9M	$0	1	19.54%	Maintained
414	Oberweis Asset Management Lisle, Illinois	$57.8M	-$546K	2	1.19%	Reduced
415	Fjarde Ap-fonden Stockholm, Sweden	$57.4M	+$14.1M	2	0.27%	Increased
416	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$57.3M	+$7.62M	9	2.17%	Increased
417	WorldQuant Millennium Advisors New York	$57.2M	+$2.9M	6	0.2%	Increased
418	EdgePoint Investment Group Toronto, Ontario, Canada	$57.1M	-$14.3M	3	0.43%	Reduced
419	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$56.9M	-$61M	3	6.34%	Reduced
420	D.A. Davidson & Co Great Falls, Montana	$56.8M	+$2.16M	12	0.31%	Increased
421	Phoenix Financial Givatayim, Israel	$56.8M	-$18.2M	8	0.39%	Reduced
422	GJL Gendell Jeffrey L	$56.7M	+$17.9M	3	0.5%	Increased
423	Axiom Investors Greenwich, Connecticut	$56.7M	-$7.42M	1	0.49%	Reduced
424	Swiss Life Asset Management Zurich,	$56.5M	-$533K	18	0.23%	Reduced
425	Freestone Grove Partners San Francisco, California	$56.4M	+$57.7M	7	0.36%	Increased