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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
651	GWI Grace & White Inc Ny, New York	$23.8M	-$3.27M	1	3.77%	Reduced
652	NCGI Next Century Growth Investors Plymouth, Minnesota	$23.7M	-$8.8M	1	1.26%	Reduced
653	ASR Vermogensbeheer Utrecht, Netherlands	$23.6M	-$11.9M	4	0.24%	Reduced
654	CL CVFG LLC Shelbyville, Indiana	$23.6M	-$136K	7	2.48%	Reduced
655	First Manhattan New York	$23.6M	+$594K	5	0.06%	Increased
656	SteelPeak Wealth Woodland Hills, California	$23.5M	-$3.8M	6	0.61%	Reduced
657	FCG Fielder Capital Group Nashville, Tennessee	$23.4M	-$57.8K	4	5.08%	Reduced
658	JSAM J. Safra Asset Management New York	$23.4M	+$429K	7	1.08%	Increased
659	Nissay Asset Management Tokyo, Japan	$23.3M	+$602K	4	0.1%	Increased
660	ARGA Investment Management Stamford, Connecticut	$23.3M	-$11.7M	1	0.6%	Reduced
661	KP Kiltearn Partners Edinburgh, United Kingdom	$23.3M	-$2.7M	2	5.66%	Reduced
662	MN Services Vermogensbeheer The Hague, Netherlands	$23.2M	+$3.38M	3	0.17%	Increased
663	Illinois Municipal Retirement Fund Oak Brook, Illinois	$23.1M	+$6.45M	9	0.26%	Increased
664	TGCMU Titan Global Capital Management USA New York	$23.1M	+$15.6M	2	2.92%	Increased
665	Leonteq Securities AG Zurich, Switzerland	$22.9M	-$8.3M	19	0.79%	Reduced
666	NP Ninepoint Partners Toronto, Ontario, Canada	$22.8M	+$6.95M	5	1.74%	Increased
667	HCPC Hamilton Capital Partners (Canada) Toronto,	$22.8M	+$1.13M	1	0.66%	Increased
668	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$22.7M	+$1.07M	5	0.72%	Increased
669	KIA KCM Investment Advisors Greenbrae, California	$22.7M	+$452K	5	0.67%	Increased
670	TIAA Wealth Investment Management New York	$22.6M	+$4.41M	4	0.15%	Increased
671	BPC Bearing Point Capital Bloomington, Minnesota	$22.5M	+$1.6M	5	3.04%	Increased
672	TCM Thomist Capital Management Houston, Texas	$22.5M	+$4.23M	3	7.15%	Increased
673	Rafferty Asset Management New York	$22.5M	+$3.94M	5	0.05%	Increased
674	Liontrust Investment Partners London, United Kingdom	$22.4M	-$4.48M	4	0.33%	Reduced
675	HUB Investment Partners Austin, Texas	$22.4M	+$3.83M	12	0.4%	Increased