F FINANCIAL INVS TR CCNR
63.92% 62.58% $319.2M 8.6M $336.7M 8.4M +164,600 +1.96% Add CORTEVA INC COM CTVA
0.85% 0.8% $4.3M 50,229 $4.3M 51,698 -1,469 -2.84% Reduce NUTRIEN LTD NTR
0.84% 1.39% $4.2M 66,492 $7.5M 99,318 -32,826 -33.05% Reduce FIRST SOLAR INC COM FSLR
0.81% 0.39% $4.1M 17,230 $2.1M 10,523 +6,707 +63.74% Add EOG RES INC EOG
0.81% 0.81% $4.0M 31,012 $4.4M 30,241 +771 +2.55% Add S SM ENERGY COMPANY SM
0.8% 1.22% $4.0M 152,802 $6.6M 210,852 -58,050 -27.53% Reduce TECK RESOURCES LTD TECK
0.74% 0.26% $3.7M 62,552 $1.4M 27,128 +35,424 +130.58% Add B BAYTEX ENERGY CORP BTE
0.74% 0.01% $3.7M 921,077 $57,053 12,800 +908,277 +7,095.91% Add ENPHASE ENERGY INC COM ENPH
0.7% 0.39% $3.5M 70,890 $2.1M 55,532 +15,358 +27.66% Add OCCIDENTAL PETE CORP OXY
0.68% 0.64% $3.4M 69,448 $3.4M 52,672 +16,776 +31.85% Add ESSENTIAL UTILS INC WTRG
0.67% 0.32% $3.3M 86,836 $1.7M 42,109 +44,727 +106.22% Add P PATTERSON-UTI ENERGY INC PTEN
0.65% 0.71% $3.3M 355,463 $3.8M 353,300 +2,163 +0.61% Add ARCHER DANIELS MIDLAND CO COM ADM
0.64% 0.41% $3.2M 41,843 $2.2M 30,071 +11,772 +39.15% Add P PERMIAN RESOURCES CORP PR
0.64% 0.55% $3.2M 172,482 $3.0M 138,631 +33,851 +24.42% Add C CANADIAN NAT RES LTD CNQ
0.62% 0.63% $3.1M 77,739 $3.4M 69,922 +7,817 +11.18% Add L LIBERTY ENERGY INC LBRT
0.61% 0.85% $3.0M 116,093 $4.6M 158,876 -42,783 -26.93% Reduce A ARRAY TECHNOLOGIES INC ARRY
0.59% 0.26% $2.9M 397,473 $1.4M 191,073 +206,400 +108.02% Add T TALOS ENERGY INC TALO
0.57% 0.27% $2.8M 220,151 $1.5M 92,963 +127,188 +136.82% Add T TYSON FOODS INC TSN
0.55% 0.09% $2.8M 48,121 $489,687 7,643 +40,478 +529.61% Add CNH INDL N V CNH
0.54% 0.72% $2.7M 244,880 $3.9M 122,785 +122,095 +99.44% Add INGREDION INC COM INGR
0.54% 0.36% $2.7M 28,249 $1.9M 17,186 +11,063 +64.37% Add VERALTO CORP COM SHS VLTO
0.53% 0.11% $2.6M 29,647 $565,800 6,399 +23,248 +363.31% Add AGNICO EAGLE MINES LTD AEM
0.52% 0.21% $2.6M 16,881 $1.1M 5,579 +11,302 +202.58% Add HALLIBURTON CO COM HAL
0.51% 0.53% $2.5M 74,852 $2.9M 73,698 +1,154 +1.57% Add MP MATERIALS CORP MP
0.51% 0.27% $2.5M 45,207 $1.5M 30,313 +14,894 +49.13% Add SLB LIMITED SLB
0.5% 0.41% $2.5M 53,743 $2.2M 42,782 +10,961 +25.62% Add H HELMERICH & PAYNE INC HP
0.49% 0.23% $2.4M 74,405 $1.2M 34,595 +39,810 +115.07% Add CF INDS HLDGS INC CF
0.47% 0.79% $2.4M 21,741 $4.2M 32,647 -10,906 -33.41% Reduce AMER STATES WTR CO AWR
0.47% — $2.3M 28,177 $0 0 +28,177 New Buy PILGRIMS PRIDE CORP NEW PPC
0.46% 0.04% $2.3M 82,335 $219,876 5,823 +76,512 +1,313.96% Add C CHORD ENERGY CORPORATION CHRD
0.46% 0.97% $2.3M 20,137 $5.2M 36,833 -16,696 -45.33% Reduce SUNCOR ENERGY INC NEW SU
0.44% 0.27% $2.2M 40,602 $1.4M 21,882 +18,720 +85.55% Add N NOV INC NOV
0.43% 0.31% $2.2M 116,199 $1.7M 87,778 +28,421 +32.38% Add A ARCHROCK INC COM AROC
0.42% 0.33% $2.1M 51,939 $1.8M 51,225 +714 +1.39% Add T TIDEWATER INC NEW TDW
0.42% 0.66% $2.1M 31,673 $3.6M 42,784 -11,111 -25.97% Reduce H HELIX ENERGY SOLUTIONS GRP I HLX
0.42% 0.34% $2.1M 239,423 $1.8M 184,020 +55,403 +30.11% Add CALIFORNIA WTR SVC GROUP COM CWT
0.41% 0.24% $2.1M 42,138 $1.3M 28,561 +13,577 +47.54% Add D DARLING INGREDIENTS INC DAR
0.41% 0.82% $2.0M 37,183 $4.4M 70,977 -33,794 -47.61% Reduce DAQO NEW ENERGY CORP DQ
0.4% 0.59% $2.0M 147,621 $3.1M 147,983 -362 -0.24% Reduce EXXON MOBIL CORP XOM
0.39% 0.26% $2.0M 14,276 $1.4M 8,217 +6,059 +73.74% Add O Oceaneering Intl Inc Com OII
0.39% 0.3% $1.9M 47,617 $1.6M 46,090 +1,527 +3.31% Add M MATADOR RES CO MTDR
0.38% 0.78% $1.9M 38,137 $4.2M 66,803 -28,666 -42.91% Reduce A AGCO CORP AGCO
0.37% 0.34% $1.9M 15,559 $1.8M 15,639 -80 -0.51% Reduce MAGNOLIA OIL & GAS CORP MGY
0.37% 0.41% $1.8M 71,816 $2.2M 70,522 +1,294 +1.83% Add SELECT WATER SOLUTIONS INC WTTR
0.36% 0.26% $1.8M 90,898 $1.4M 92,614 -1,716 -1.85% Reduce ENERFLEX LTD EFXT
0.36% 0.29% $1.8M 73,731 $1.5M 73,638 +93 +0.13% Add P PROPETRO HLDG CORP PUMP
0.33% 0.3% $1.6M 113,790 $1.6M 111,854 +1,936 +1.73% Add E EXPRO GROUP HOLDINGS NV XPRO
0.32% 0.34% $1.6M 107,585 $1.8M 105,716 +1,869 +1.77% Add S SHOALS TECHNOLOGIES GROUP IN SHLS
0.32% 0.44% $1.6M 159,991 $2.4M 362,241 -202,250 -55.83% Reduce K KODIAK GAS SVCS INC KGS
0.32% 0.54% $1.6M 21,022 $2.9M 50,156 -29,134 -58.09% Reduce 
