| Symbol | Name | Allocation | Country | Exchange |
|---|---|---|---|---|
| MP | MP Materials Corp. | 5.66% | US | NYSE |
| ATI | Allegheny Technologies Incorporated | 5.13% | US | NYSE |
| UEC | Uranium Energy Corp. | 4.93% | US | AMEX |
| NUE | Nucor Corporation | 4.85% | US | NYSE |
| AA | Alcoa Inc. | 4.85% | US | NYSE |
| STLD | Steel Dynamics, Inc. | 4.77% | US | NASDAQ |
| CENX | Century Aluminum Company | 4.71% | US | NASDAQ |
| RGLD | Royal Gold, Inc. | 4.57% | US | NASDAQ |
| CMC | Commercial Metals Company | 4.57% | US | NYSE |
| X | United States Steel Corporation | 4.52% | US | NYSE |