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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
51	CIBC Asset Management Toronto, Ontario, Canada	$1.34B	-$151M	20	2.94%	Reduced
52	Qube Research & Technologies (QRT) London, United Kingdom	$1.27B	+$283M	26	1.18%	Increased
53	TD Asset Management Toronto, Ontario, Canada	$1.24B	-$146M	18	1.07%	Reduced
54	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.22B	+$68.3M	28	0.95%	Increased
55	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.14B	-$6.89M	26	2.16%	Reduced
56	Wells Fargo San Francisco, California	$1.11B	+$88.9M	46	0.18%	Increased
57	Nordea Investment Management Stockholm, Sweden	$1.09B	-$39.4M	9	0.89%	Reduced
58	Barclays London, United Kingdom	$1.07B	+$65.1M	46	0.21%	Increased
59	Jupiter Topco New York	$1.04B	+$1.07B	23	0.42%	New
60	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.01B	-$25.6M	36	0.29%	Reduced
61	Hancock Prospecting West Perth, Australia	$988M	$0	3	17.28%	Maintained
62	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$979M	-$18.5M	10	0.54%	Reduced
63	Raymond James Financial St Petersburg, Florida	$974M	-$44M	39	0.26%	Reduced
64	BNP Paribas Financial Markets Paris, France	$949M	-$73.4M	45	0.33%	Reduced
65	Jennison Associates New York	$939M	+$177M	12	0.56%	Increased
66	Jane Street New York	$933M	-$214M	43	0.08%	Reduced
67	CIBC World Market Toronto, Ontario, Canada	$904M	-$53.7M	27	1.45%	Reduced
68	Lazard Asset Management New York	$891M	+$64.9M	18	1.35%	Increased
69	Acadian Asset Management Boston, Massachusetts	$885M	+$67.8M	28	1.05%	Increased
70	Robeco Institutional Asset Management Rotterdam, Netherlands	$857M	+$35.7M	11	1.05%	Increased
71	Vanguard Global Advisers Malvern, Pennsylvania	$850M	+$23.3M	27	0.4%	Increased
72	Citadel Advisors Miami, Florida	$846M	-$409M	49	0.1%	Reduced
73	Ninety One (UK) London, United Kingdom	$827M	-$10.7M	8	1.85%	Reduced
74	Slate Path Capital New York	$825M	-$15M	3	11.42%	Reduced
75	First Eagle Investment Management New York	$797M	-$5.51M	4	1.31%	Reduced