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Gold & Silver Miners

Miners carry fixed costs against a variable metal price, so their earnings move by more than the metal itself in either direction. That operating leverage is the reason to own them instead of bullion.

124 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
326	William Blair & Company Chicago, Illinois	$82.9M	-$1.04M	17	0.22%	Reduced
327	GGHC Gilder Gagnon Howe & Co New York	$82.6M	-$3.91M	6	0.85%	Reduced
328	Ensign Peak Advisors Salt Lake City, Utah	$82.6M	+$14.3M	14	0.14%	Increased
329	MN Services Vermogensbeheer The Hague, Netherlands	$82.4M	+$9.25M	7	0.62%	Increased
330	Natixis Paris, France	$81.5M	-$40.1M	14	0.33%	Reduced
331	AIP ARS Investment Partners New York	$80.5M	-$2.18M	3	3.52%	Reduced
332	Cohen & Steers New York	$80.2M	+$12.6M	6	0.13%	Increased
333	KCM Knoll Capital Management Miami, Florida	$80.2M	$0	18	37.41%	Maintained
334	Beacon Pointe Advisors Newport Beach, California	$80.2M	-$6.4M	27	0.37%	Reduced
335	DCM Delaney Capital Management Toronto,	$78.9M	-$452K	3	12.48%	Reduced
336	Jones Financial Companies Des Peres, Missouri	$78.7M	+$12.9M	69	0.03%	Increased
337	AF Aegis Financial Mc Lean, Virginia	$78.4M	+$17.7M	6	12.38%	Increased
338	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$78.4M	-$2.3M	2	8.86%	Reduced
339	Bowen Hanes & Co Ponte Vedra Beach, Florida	$77.8M	$0	2	1.9%	Maintained
340	Handelsbanken Fonder Stockholm, Sweden	$77.7M	-$12.5M	9	0.22%	Reduced
341	Engineers Gate Manager New York	$76.8M	-$8.12M	42	1%	Reduced
342	INTECH Investment Management West Palm Beach, Florida	$76.3M	-$27.8M	21	0.7%	Reduced
343	Cerity Partners New York	$75.8M	-$2.5M	27	0.09%	Reduced
344	Alyeska Investment Group Chicago, Illinois	$75.3M	+$43.7M	6	0.19%	Increased
345	Truist Financial Charlotte, North Carolina	$75.1M	+$5.8M	20	0.09%	Increased
346	Janney Montgomery Scott Philadelphia, Pennsylvania	$75M	+$1.26K	24	0.15%	Increased
347	VV Verbena Value Westport, Connecticut	$74.6M	+$4.2M	2	12.33%	Increased
348	BWC Blue Whale Capital London, United Kingdom	$73.6M	+$2.37M	1	2.34%	Increased
349	KLP Kapitalforvaltning Oslo, Norway	$73M	+$4.68M	9	0.24%	Increased
350	HCM Hollencrest Capital Management Newport Beach, California	$72.5M	+$1M	36	4.72%	Increased