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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
551	Luther King Capital Management (LKCM) Fort Worth, Texas	$33.7M	+$1.21M	6	0.14%	Increased
552	RAM RWC Asset Management London, United Kingdom	$33.7M	-$11.4M	2	1.27%	Reduced
553	Cullen/Frost Bankers San Antonio, Texas	$33.6M	+$2.04M	14	0.33%	Increased
554	LPU Lansdowne Partners (UK) London, United Kingdom	$33.6M	-$103M	2	1.38%	Reduced
555	NAAA New Age Alpha Advisors Rye, New York	$33.4M	+$11.1M	10	1.41%	Increased
556	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$33.4M	+$4.36M	8	1.78%	Increased
557	Bailard Foster City, California	$33.3M	+$977K	10	0.68%	Increased
558	PBBUPS PKO BP Bankowy Universal Pension Society Warsaw, Poland	$33.2M	$0	1	9.48%	Maintained
559	TSAM Trinity Street Asset Management London, United Kingdom	$33.1M	-$1.88M	1	1.7%	Reduced
560	Adams Diversified Equity Fund Baltimore, Maryland	$33M	-$2.9M	2	1.01%	Reduced
561	Metis Global Partners San Diego, California	$33M	+$746K	8	0.75%	Increased
562	NOCM Night Owl Capital Management Greenwich, Connecticut	$32.8M	+$375K	1	3.45%	Increased
563	OA Oxbow Advisors Austin, Texas	$32.8M	+$9.92M	7	2.67%	Increased
564	BC Beaconlight Capital New York	$32.8M	-$15.7M	2	11.58%	Reduced
565	Evelyn Partners London,	$32.7M	+$35.1M	6	0.07%	New
566	PUI Purpose Unlimited Inc Toronto,	$32.6M	+$11.3M	9	1.25%	Increased
567	Marex Group London,	$32.5M	-$7.19M	10	0.14%	Reduced
568	Oppenheimer & Co New York	$32.3M	-$2.41M	16	0.34%	Reduced
569	Lido Advisors Los Angeles, California	$32.2M	+$4.05M	17	0.09%	Increased
570	Weiss Asset Management Boston, Massachusetts	$32.1M	+$32.5M	4	0.34%	Increased
571	Boothbay Fund Management New York	$32M	+$6.06M	18	0.42%	Increased
572	Zacks Investment Management Chicago, Illinois	$31.8M	+$4.88M	5	0.23%	Increased
573	Atria Investments Charlotte, North Carolina	$31.4M	+$4.3M	14	0.31%	Increased
574	Nikko Asset Management Americas New York	$31.2M	-$2.2M	10	0.4%	Reduced
575	TS Tamar Securities Woodland Hills, California	$31.1M	-$800K	1	2.91%	Reduced