| Company | Symbol | % Assets |
|---|
| ILUKA RES FPO | ILU.AX | 8.47 |
| Kinder Morgan Management, LLC C | KMR | 7.47 |
| LYNAS FPO | LYC.AX | 7.45 |
| RTI International Metals, Inc. | RTI | 6.79 |
| Grupo Aeroportuario del Sureste | ASR | 5.88 |
| ERAMET | ERA.PA | 5.39 |
| OSAKA Titanium technologies Co., Ltd. | 5726 | 4.99 |
| Molibdenos y Metales SA (MOLYMET:SGO) | MOLYMET | 4.93 |
| Hunan Nonferrous Metals Corporation Ltd. H Shares | 02626 | 4.69 |
| China Molybdenum Co., Ltd. H Shares | 03993 | 4.50 |