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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
576	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$31.1M	-$33.4K	2	0.14%	Reduced
577	Private Advisor Group Morristown, New Jersey	$30.9M	-$2.81M	21	0.14%	Reduced
578	Jain Global New York	$30.8M	+$1.13M	18	0.12%	Increased
579	NONA Ninety One North America New York	$30.8M	-$4M	3	1.44%	Reduced
580	Causeway Capital Management Los Angeles, California	$30.8M	-$13.5M	3	0.33%	Reduced
581	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$30.7M	+$1.92M	6	0.35%	Increased
582	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$30.7M	+$236K	12	0.46%	Increased
583	NCA Newbrook Capital Advisors New York	$30.6M	+$31.2M	1	4.13%	New
584	RIA Recurrent Investment Advisors Houston, Texas	$30.4M	-$860K	10	1.89%	Reduced
585	Busey Bank Urbana, Illinois	$30.4M	-$3.46M	4	0.74%	Reduced
586	Ethic Inc New York	$29.8M	+$247K	20	0.37%	Increased
587	DLP De Lisle Partners Poole, United Kingdom	$29.7M	-$1.15M	4	3.24%	Reduced
588	Farther Finance Advisors San Francisco, California	$29.6M	+$2.89M	47	0.23%	Increased
589	IPAM ICICI Prudential Asset Management Mumbai, India	$29.5M	$0	2	3.23%	Maintained
590	Summit Financial Parsippany, New Jersey	$29.5M	+$27.2K	12	0.32%	Increased
591	GRA Goehring & Rozencwajg Associates New York	$29.4M	-$4.39M	3	1.69%	Reduced
592	Eagle Global Advisors Houston, Texas	$29.2M	+$4.02M	6	0.97%	Increased
593	CC Covalis Capital London, United Kingdom	$29.2M	-$15.4M	4	1.65%	Reduced
594	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$29.1M	-$8.75M	1	1.75%	Reduced
595	Barings Charlotte, North Carolina	$29M	-$7.15M	5	0.51%	Reduced
596	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$28.8M	+$3.04M	9	4.09%	Increased
597	Hantz Financial Services Southfield, Michigan	$28.6M	+$572K	24	0.39%	Increased
598	SNS Financial Group Minneapolis, Minnesota	$28.6M	+$29.1M	4	0.55%	New
599	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$28.5M	+$5.14M	5	8.19%	Increased
600	Savant Capital Rockford, Illinois	$28.2M	+$11.4M	18	0.08%	Increased