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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
676	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$22.3M	+$5.53M	9	0.15%	Increased
677	SCM SG Capital Management Chicago, Illinois	$22.3M	-$16.7M	2	1.84%	Reduced
678	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$22.3M	+$2.64M	6	4.11%	Increased
679	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$22.1M	+$11M	8	2.09%	Increased
680	William Blair & Company Chicago, Illinois	$22.1M	+$1.16M	11	0.06%	Increased
681	MA Mudita Advisors London, United Kingdom	$22M	$0	3	4.58%	Maintained
682	Tokio Marine Asset Management Tokyo, Japan	$22M	+$11.5M	4	0.68%	Increased
683	Evergreen Capital Management Bellevue, Washington	$22M	-$338K	16	0.39%	Reduced
684	ACM Agave Capital Management London,	$22M	+$23.8M	1	2.4%	New
685	Brown Advisory Baltimore, Maryland	$22M	+$11.5M	8	0.03%	Increased
686	Saturna Capital Bellingham, Washington	$22M	+$1.71M	4	0.27%	Increased
687	RR Robotti Robert	$21.9M	+$5.51K	4	3.53%	Increased
688	Lighthouse Investment Partners Palm Beach Gardens, Florida	$21.9M	+$6.84M	8	0.6%	Increased
689	OMC Overbrook Management Corp New York	$21.7M	+$6.53M	1	3.28%	Increased
690	IECM Intrinsic Edge Capital Management Chicago, Illinois	$21.7M	+$2.35M	1	2.25%	Increased
691	Farallon Capital Management San Francisco, California	$21.6M	+$17.9M	2	0.1%	Increased
692	Gulf International Bank (UK) London, United Kingdom	$21.3M	-$204K	6	0.42%	Reduced
693	Virginia Retirement Systems Richmond, Virginia	$21.2M	+$4M	9	0.13%	Increased
694	Nishkama Capital LLC Dorado, Puerto Rico	$21.2M	+$10.9M	1	0.65%	Increased
695	RIL Rothschild Investment LLC Chicago, Illinois	$21.1M	+$5.81M	28	0.79%	Increased
696	BCP Bayberry Capital Partners New York	$20.9M	-$7.07M	1	7.19%	Reduced
697	Vestcor Inc Fredericton, New Brunswick, Canada	$20.8M	+$1.89M	13	0.51%	Increased
698	BCM Blume Capital Management Berkeley, California	$20.7M	-$27.5K	2	3.03%	Reduced
699	Junto Capital Management New York	$20.4M	-$41.1M	1	0.36%	Reduced
700	TCM Traynor Capital Management Malvern, Pennsylvania	$20.4M	+$808K	1	0.94%	Increased