| LINDE PLC |
LIN
|
39 080 926 |
21.2 |
81 529 |
| SHERWIN WILLIAMS |
SHW
|
15 018 201 |
8.2 |
39 360 |
| FREEPORT MCMORAN INC |
FCX
|
11 872 674 |
6.4 |
243 692 |
| AIR PRODUCTS AND CHEMICALS INC |
APD
|
11 144 925 |
6.1 |
37 704 |
| ECOLAB INC |
ECL
|
10 920 467 |
5.9 |
42 950 |
| NEWMONT |
NEM
|
10 868 689 |
5.9 |
194 605 |
| CORTEVA INC |
CTVA
|
6 785 920 |
3.7 |
117 302 |
| DOW INC |
DOW
|
6 353 975 |
3.5 |
118 877 |
| DUPONT DE NEMOURS INC |
DD
|
6 168 084 |
3.4 |
70 808 |
| NUCOR CORP |
NUE
|
6 062 203 |
3.3 |
40 251 |
| VULCAN MATERIALS |
VMC
|
5 596 338 |
3.0 |
22 397 |
| MARTIN MARIETTA MATERIALS INC |
MLM
|
5 560 170 |
3.0 |
10 375 |
| PPG INDUSTRIES INC |
PPG
|
5 082 883 |
2.8 |
39 611 |
| INTERNATIONAL FLAVORS & FRAGRANCES |
IFF
|
4 535 022 |
2.5 |
43 360 |
| LYONDELLBASELL INDUSTRIES NV CLASS |
LYB
|
4 238 778 |
2.3 |
44 108 |
| SMURFIT WESTROCK PLC |
SW
|
3 974 800 |
2.2 |
83 680 |
| BALL CORP |
BLL
|
3 456 702 |
1.9 |
51 485 |
| PACKAGING CORP OF AMERICA |
PKG
|
3 253 044 |
1.8 |
15 122 |
| STEEL DYNAMICS INC |
STLD
|
3 034 218 |
1.6 |
24 338 |
| AVERY DENNISON CORP |
AVY
|
2 983 562 |
1.6 |
13 656 |
| INTERNATIONAL PAPER |
IP
|
2 865 625 |
1.6 |
58 915 |
| AMCOR PLC |
AMCR
|
2 743 094 |
1.5 |
245 138 |
| CF INDUSTRIES HOLDINGS INC |
CF
|
2 596 530 |
1.4 |
30 587 |
| CELANESE CORP |
CE
|
2 456 601 |
1.3 |
18 532 |
| EASTMAN CHEMICAL |
EMN
|
2 189 815 |
1.2 |
19 803 |
| ALBEMARLE CORP |
ALB
|
1 804 405 |
1.0 |
19 947 |
| MOSAIC |
MOS
|
1 382 988 |
0.8 |
54 023 |
| FMC CORP |
FMC
|
1 372 778 |
0.7 |
21 234 |
| USD CASH |
|
344 243 |
0.2 |
344 243 |
| E-MINI MATERIALS SELECT SECTOR DEC |
IXDZ4
|
307 920 |
0.2 |
3 |
| CASH COLLATERAL USD HSBFT |
HSBFT
|
15 000 |
0.0 |
15 000 |
| GBP CASH |
|
11 866 |
0.0 |
8 864 |
| EUR CASH |
|
5 423 |
0.0 |
4 864 |
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