|
|
Holding Name
|
Ticker
|
Shares
|
Market Value (US$)
|
|
|
% of Net Assets
|
|
|
Exxon Mobil Corp |
XOM US
|
72,613 |
6,708,715
|
|
|
5.98 |
|
|
Monsanto Co |
MON US
|
58,076 |
6,294,277
|
|
|
5.61 |
|
|
Syngenta AG |
SYNN VX
|
10,094 |
4,133,555
|
|
|
3.69 |
|
|
Potash Corp of Saskatchewan Inc |
POT US
|
93,767 |
4,087,304
|
|
|
3.64 |
|
|
Chevron Corp |
CVX US
|
31,484 |
3,917,239
|
|
|
3.49 |
|
|
Deere & Co |
DE US
|
42,223 |
3,672,134
|
|
|
3.27 |
|
|
Archer-Daniels-Midland Co |
ADM US
|
71,384 |
2,512,003
|
|
|
2.24 |
|
|
BHP Billiton Ltd |
BHP AU
|
73,504 |
2,481,193
|
|
|
2.21 |
|
|
BP PLC |
BP/ LN
|
308,508 |
2,235,086
|
|
|
1.99 |
|
|
Total SA |
FP FP
|
38,343 |
1,926,695
|
|
|
1.72 |
|
|
Mosaic Co/The |
MOS US
|
29,991 |
1,821,953
|
|
|
1.62 |
|
|
Schlumberger Ltd |
SLB US
|
21,526 |
1,630,379
|
|
|
1.45 |
|
|
Royal Dutch Shell PLC |
RDSB LN
|
42,646 |
1,518,582
|
|
|
1.35 |
|
|
Agrium Inc |
AGU US
|
16,188 |
1,478,612
|
|
|
1.32 |
|
|
CF Industries Holdings Inc |
CF US
|
6,829 |
1,303,793
|
|
|
1.16 |
|
|
ConocoPhillips |
COP US
|
19,788 |
1,252,778
|
|
|
1.12 |
|
|
Rio Tinto PLC |
RIO LN
|
28,117 |
1,239,548
|
|
|
1.11 |
|
|
Occidental Petroleum Corp |
OXY US
|
13,055 |
1,212,026
|
|
|
1.08 |
|
|
Bunge Ltd |
BG US
|
15,836 |
1,145,576
|
|
|
1.02 |
|
|
ENI SpA |
ENI IM
|
43,584 |
1,066,189
|
|
|
0.95 |
|
|
BG Group PLC |
BG/ LN
|
55,054 |
1,040,948
|
|
|
0.93 |
|
|
Yara International ASA |
YAR NO
|
19,715 |
920,823
|
|
|
0.82 |
|
|
Tractor Supply Co |
TSCO US
|
7,501 |
846,563
|
|
|
0.75 |
|
|
International Paper Co |
IP US
|
16,966 |
817,422
|
|
|
0.73 |
|
|
Suncor Energy Inc |
SU US
|
24,676 |
789,632
|
|
|
0.70 |
|
|
Tyson Foods Inc |
TSN US
|
30,742 |
767,013
|
|
|
0.68 |
|
|
Gazprom OAO |
OGZD LI
|
95,916 |
765,701
|
|
|
0.68 |
|
|
Anglo American PLC |
AAL LN
|
31,841 |
762,450
|
|
|
0.68 |
|
|
Goldcorp Inc |
GG US
|
29,116 |
753,231
|
|
|
0.67 |
|
|
Wilmar International Ltd |
WIL SP
|
270,364 |
730,886
|
|
|
0.65 |
|
|
Anadarko Petroleum Corp |
APC US
|
8,112 |
730,323
|
|
|
0.65 |
|
|
Freeport-McMoRan Copper & Gold Inc |
FCX US
|
21,748 |
710,725
|
|
|
0.63 |
|
|
Weyerhaeuser Co |
WY US
|
20,968 |
685,234
|
|
|
0.61 |
|
|
Halliburton Co |
HAL US
|
15,101 |
683,320
|
|
|
0.61 |
|
|
Barrick Gold Corp |
ABX US
|
35,918 |
667,356
|
|
|
0.60 |
|
|
Phillips 66 |
PSX US
|
10,073 |
662,526
|
|
|
0.59 |
|
|
Enbridge Inc |
ENB US
|
13,070 |
616,045
|
|
|
0.55 |
|
|
Svenska Cellulosa AB |
SCAB SS
|
23,421 |
609,820
|
|
|
0.54 |
|
|
Corn Products International Inc |
INGR US
|
8,375 |
606,518
|
|
|
0.54 |
|
|
EOG Resources Inc |
EOG US
|
4,404 |
595,641
|
|
|
0.53 |
|
|
United Utilities Group PLC |
UU/ LN
|
50,088 |
583,400
|
|
|
0.52 |
|
|
AGCO Corp |
AGCO US
|
10,518 |
579,647
|
|
|
0.52 |
|
|
Nippon Steel Corp |
5401 JP
|
217,200 |
574,509
|
|
|
0.51 |
|
|
TransCanada Corp |
TRP US
|
11,441 |
555,918
|
|
|
0.50 |
|
|
POSCO |
005490 KS
|
1,897 |
549,406
|
|
|
0.49 |
|
|
Severn Trent PLC |
SVT LN
|
17,505 |
546,573
|
|
|
0.49 |
|
|
Newmont Mining Corp |
NEM US
|
17,822 |
545,888
|
|
|
0.49 |
|
|
Lukoil OAO |
LKOD LI
|
8,409 |
541,825
|
|
|
0.48 |
|
|
IOI Corp Bhd |
IOI MK
|
313,194 |
534,968
|
|
|
0.48 |
|
|
Canadian Natural Resources Ltd |
CNQ US
|
17,699 |
522,474
|
|
|
0.47 |
|
|
Apache Corp |
APA US
|
6,349 |
517,435
|
|
|
0.46 |
|
|
Cree Inc |
CREE US
|
8,569 |
516,796
|
|
|
0.46 |
|
|
Centrica PLC |
CNA LN
|
84,204 |
510,086
|
|
|
0.45 |
|
|
Petroleo Brasileiro SA |
PBR US
|
26,717 |
505,977
|
|
|
0.45 |
|
|
CNOOC Ltd |
883 HK
|
260,679 |
481,221
|
|
|
0.43 |
|
|
Vale SA |
VALE US
|
30,583 |
477,401
|
|
|
0.43 |
|
|
National Oilwell Varco Inc |
NOV US
|
6,914 |
473,816
|
|
|
0.42 |
|
|
Veolia Environnement |
VIE FP
|
32,442 |
443,198
|
|
|
0.40 |
|
|
PetroChina Co Ltd |
857 HK
|
342,440 |
433,522
|
|
|
0.39 |
|
|
Marathon Oil Corp |
MRO US
|
11,470 |
416,590
|
|
|
0.37 |
|
|
Kinder Morgan Inc/Delaware |
KMI US
|
10,239 |
414,475
|
|
|
0.37 |
|
|
Williams Cos Inc/The |
WMB US
|
11,045 |
410,984
|
|
|
0.37 |
|
|
Valero Energy Corp |
VLO US
|
9,811 |
404,213
|
|
|
0.36 |
|
|
Reliance Industries Ltd |
RIGD LI
|
12,819 |
396,572
|
|
|
0.35 |
|
|
Statoil ASA |
STL NO
|
17,053 |
395,040
|
|
|
0.35 |
|
|
Newcrest Mining Ltd |
NCM AU
|
27,387 |
389,729
|
|
|
0.35 |
|
|
Woodside Petroleum Ltd |
WPL AU
|
10,112 |
384,631
|
|
|
0.34 |
|
|
Glencore International PLC |
GLEN LN
|
71,341 |
368,175
|
|
|
0.33 |
|
|
Sasol Ltd |
SOL SJ
|
8,257 |
366,312
|
|
|
0.33 |
|
|
Devon Energy Corp |
DVN US
|
6,119 |
359,736
|
|
|
0.32 |
|
|
Noble Energy Inc |
NBL US
|
2,910 |
353,792
|
|
|
0.32 |
|
|
China Petroleum & Chemical Corp |
386 HK
|
318,483 |
352,098
|
|
|
0.31 |
|
|
Smithfield Foods Inc |
SFD US
|
13,530 |
349,345
|
|
|
0.31 |
|
|
Spectra Energy Corp |
SE US
|
10,828 |
346,334
|
|
|
0.31 |
|
|
Kuala Lumpur Kepong Bhd |
KLK MK
|
47,478 |
341,870
|
|
|
0.30 |
|
|
Baker Hughes Inc |
BHI US
|
7,160 |
340,315
|
|
|
0.30 |
|
|
Repsol YPF SA |
REP SM
|
14,263 |
339,591
|
|
|
0.30 |
|
|
Aqua America Inc |
WTR US
|
10,309 |
339,218
|
|
|
0.30 |
|
|
Golden Agri-Resources Ltd |
GGR SP
|
737,419 |
338,516
|
|
|
0.30 |
|
|
Hess Corp |
HES US
|
4,815 |
335,509
|
|
|
0.30 |
|
|
Nucor Corp |
NUE US
|
7,276 |
333,023
|
|
|
0.30 |
|
|
Marine Harvest ASA |
MHG NO
|
312,832 |
330,188
|
|
|
0.29 |
|
|
Cia de Saneamento Basico do Estado de S |
SBS US
|
25,104 |
330,020
|
|
|
0.29 |
|
|
Nutreco NV |
NUO NA
|
7,730 |
325,556
|
|
|
0.29 |
|
|
Nisshin Seifun Group Inc |
2002 JP
|
24,100 |
317,009
|
|
|
0.28 |
|
|
Transocean Ltd |
RIG US
|
5,825 |
314,725
|
|
|
0.28 |
|
|
GrainCorp Ltd |
GNC AU
|
24,739 |
307,157
|
|
|
0.27 |
|
|
Pioneer Natural Resources Co |
PXD US
|
2,145 |
305,126
|
|
|
0.27 |
|
|
Suez Environnement Co |
SEV FP
|
21,299 |
301,401
|
|
|
0.27 |
|
|
Teck Resources Ltd |
TCK US
|
10,936 |
297,678
|
|
|
0.27 |
|
|
ArcelorMittal |
MT NA
|
22,124 |
288,749
|
|
|
0.26 |
|
|
Pennon Group PLC |
PNN LN
|
26,652 |
283,536
|
|
|
0.25 |
|
|
Yamana Gold Inc |
AUY US
|
26,991 |
280,976
|
|
|
0.25 |
|
|
Rock-Tenn Co |
RKT US
|
2,761 |
277,398
|
|
|
0.25 |
|
|
Silver Wheaton Corp |
SLW US
|
12,711 |
276,718
|
|
|
0.25 |
|
|
JFE Holdings Inc |
5411 JP
|
12,364 |
269,411
|
|
|
0.24 |
|
|
Cameron International Corp |
CAM US
|
4,017 |
258,976
|
|
|
0.23 |
|
|
MeadWestvaco Corp |
MWV US
|
6,755 |
243,304
|
|
|
0.22 |
|
|
Darling International Inc |
DAR US
|
12,767 |
242,445
|
|
|
0.22 |
|
|
Cabot Oil & Gas Corp |
COG US
|
3,410 |
239,723
|
|
|
0.21 |
|
|
MMC Norilsk Nickel |
MNOD LI
|
16,155 |
239,305
|
|
|
0.21 |
|
|
Olam International Ltd |
OLAM SP
|
165,881 |
239,109
|
|
|
0.21 |
|
|
China Steel Corp |
2002 TT
|
272,735 |
238,844
|
|
|
0.21 |
|
|
Randgold Resources Ltd |
GOLD US
|
3,297 |
237,219
|
|
|
0.21 |
|
|
AngloGold Ashanti Ltd |
AU US
|
13,700 |
234,544
|
|
|
0.21 |
|
|
Ensco PLC |
ESV US
|
3,767 |
234,119
|
|
|
0.21 |
|
|
Seadrill Ltd |
SDRL NO
|
5,856 |
233,570
|
|
|
0.21 |
|
|
Tullow Oil PLC |
TLW LN
|
14,712 |
233,551
|
|
|
0.21 |
|
|
EnCana Corp |
ECA US
|
11,933 |
225,414
|
|
|
0.20 |
|
|
Origin Energy Ltd |
ORG AU
|
17,730 |
224,570
|
|
|
0.20 |
|
|
NovaTek OAO |
NVTK LI
|
2,165 |
223,511
|
|
|
0.20 |
|
|
FMC Technologies Inc |
FTI US
|
3,853 |
221,702
|
|
|
0.20 |
|
|
Southwestern Energy Co |
SWN US
|
5,689 |
221,075
|
|
|
0.20 |
|
|
First Solar Inc |
FSLR US
|
4,417 |
220,762
|
|
|
0.20 |
|
|
JX Holdings Inc |
5020 JP
|
40,400 |
216,192
|
|
|
0.19 |
|
|
Kinross Gold Corp |
KGC US
|
40,912 |
215,197
|
|
|
0.19 |
|
|
Alcoa Inc |
AA US
|
24,492 |
211,611
|
|
|
0.19 |
|
|
Calbee Inc |
2229 JP
|
2,100 |
207,122
|
|
|
0.18 |
|
|
Impala Platinum Holdings Ltd |
IMP SJ
|
19,492 |
203,937
|
|
|
0.18 |
|
|
Woongjin Coway Co Ltd |
021240 KS
|
4,062 |
202,895
|
|
|
0.18 |
|
|
Inpex Corp |
1605 JP
|
44 |
202,190
|
|
|
0.18 |
|
|
Range Resources Corp |
RRC US
|
2,639 |
201,884
|
|
|
0.18 |
|
|
First Quantum Minerals Ltd |
FM CN
|
10,910 |
201,241
|
|
|
0.18 |
|
|
Mondi PLC |
MNDI LN
|
14,122 |
197,167
|
|
|
0.18 |
|
|
Santos Ltd |
STO AU
|
15,441 |
195,222
|
|
|
0.17 |
|
|
Sumitomo Metal Mining Co Ltd |
5713 JP
|
13,723 |
194,202
|
|
|
0.17 |
|
|
Talisman Energy Inc |
TLM US
|
16,732 |
193,715
|
|
|
0.17 |
|
|
EQT Corp |
EQT US
|
2,440 |
192,931
|
|
|
0.17 |
|
|
Cameco Corp |
CCJ US
|
9,055 |
192,419
|
|
|
0.17 |
|
|
Grupo Mexico SAB de CV |
GMEXICOB MM
|
57,414 |
192,236
|
|
|
0.17 |
|
|
Murphy Oil Corp |
MUR US
|
2,936 |
189,614
|
|
|
0.17 |
|
|
China Shenhua Energy Co Ltd |
1088 HK
|
54,991 |
189,418
|
|
|
0.17 |
|
|
Kurita Water Industries Ltd |
6370 JP
|
8,265 |
188,872
|
|
|
0.17 |
|
|
Technip SA |
TEC FP
|
1,739 |
188,433
|
|
|
0.17 |
|
|
Packaging Corp of America |
PKG US
|
3,775 |
188,108
|
|
|
0.17 |
|
|
Vestas Wind Systems A/S |
VWS DC
|
14,963 |
177,996
|
|
|
0.16 |
|
|
Weatherford International Ltd |
WFT US
|
12,394 |
176,862
|
|
|
0.16 |
|
|
Aguas Andinas SA |
AGUAS/A CI
|
213,140 |
176,546
|
|
|
0.16 |
|
|
Agnico-Eagle Mines Ltd |
AEM US
|
6,182 |
172,601
|
|
|
0.15 |
|
|
Eldorado Gold Corp |
EGO US
|
25,636 |
172,018
|
|
|
0.15 |
|
|
ThyssenKrupp AG |
TKA GR
|
8,838 |
171,348
|
|
|
0.15 |
|
|
Chesapeake Energy Corp |
CHK US
|
8,439 |
171,059
|
|
|
0.15 |
|
|
Noble Corp |
NE US
|
4,096 |
166,543
|
|
|
0.15 |
|
|
Tenaris SA |
TS US
|
3,826 |
166,469
|
|
|
0.15 |
|
|
Empresas CMPC SA |
CMPC CI
|
46,581 |
165,846
|
|
|
0.15 |
|
|
Oneok Inc |
OKE US
|
3,321 |
163,559
|
|
|
0.15 |
|
|
Holly Corp |
HFC US
|
3,299 |
162,773
|
|
|
0.15 |
|
|
Stora Enso OYJ |
STERV FH
|
21,900 |
161,109
|
|
|
0.14 |
|
|
Imperial Oil Ltd |
IMO US
|
4,121 |
160,389
|
|
|
0.14 |
|
|
Industrias Penoles SAB de CV |
PE&OLES* MM
|
4,447 |
157,855
|
|
|
0.14 |
|
|
OJI Paper Co Ltd |
3861 JP
|
38,576 |
154,019
|
|
|
0.14 |
|
|
Gold Fields Ltd |
GFI US
|
26,173 |
152,065
|
|
|
0.14 |
|
|
Southern Copper Corp |
SCCO US
|
4,457 |
148,240
|
|
|
0.13 |
|
|
Tatneft |
ATAD LI
|
3,649 |
141,602
|
|
|
0.13 |
|
|
Concho Resources Inc/Midland TX |
CXO US
|
1,695 |
141,024
|
|
|
0.13 |
|
|
Husky Energy Inc |
HSE CN
|
4,776 |
140,581
|
|
|
0.13 |
|
|
DS Smith PLC |
SMDS LN
|
35,645 |
139,953
|
|
|
0.12 |
|
|
Kinder Morgan Management LLC |
KMR US
|
1,608 |
138,642
|
|
|
0.12 |
|
|
Tesoro Corp |
TSO US
|
2,227 |
138,608
|
|
|
0.12 |
|
|
Oil Search Ltd |
OSH AU
|
17,705 |
138,598
|
|
|
0.12 |
|
|
Gerdau SA |
GGB US
|
20,474 |
136,971
|
|
|
0.12 |
|
|
KGHM Polska Miedz SA |
KGH PW
|
3,115 |
135,174
|
|
|
0.12 |
|
|
Fortescue Metals Group Ltd |
FMG AU
|
38,968 |
134,639
|
|
|
0.12 |
|
|
Antofagasta PLC |
ANTO LN
|
8,806 |
133,290
|
|
|
0.12 |
|
|
Oceaneering International Inc |
OII US
|
1,753 |
132,772
|
|
|
0.12 |
|
|
ARC Resources Ltd |
ARX CN
|
5,006 |
132,148
|
|
|
0.12 |
|
|
Surgutneftegas |
SGGD LI
|
15,633 |
130,102
|
|
|
0.12 |
|
|
Consol Energy Inc |
CNX US
|
3,697 |
126,049
|
|
|
0.11 |
|
|
China Agri-Industries Holdings Ltd |
606 HK
|
240,314 |
124,965
|
|
|
0.11 |
|
|
Rosneft Oil Co |
ROSN LI
|
17,176 |
124,205
|
|
|
0.11 |
|
|
Itron Inc |
ITRI US
|
2,887 |
123,564
|
|
|
0.11 |
|
|
CNH Global NV |
CNH US
|
2,876 |
123,438
|
|
|
0.11 |
|
|
SK Energy Co Ltd |
096770 KS
|
884 |
121,813
|
|
|
0.11 |
|
|
Reliance Steel & Aluminum Co |
RS US
|
1,747 |
119,530
|
|
|
0.11 |
|
|
OMV AG |
OMV AV
|
2,334 |
116,852
|
|
|
0.10 |
|
|
Cia de Minas Buenaventura SA |
BVN US
|
6,620 |
116,247
|
|
|
0.10 |
|
|
Saipem SpA |
SPM IM
|
4,076 |
114,720
|
|
|
0.10 |
|
|
Denbury Resources Inc |
DNR US
|
6,053 |
114,281
|
|
|
0.10 |
|
|
Helmerich & Payne Inc |
HP US
|
1,722 |
112,860
|
|
|
0.10 |
|
|
Lindsay Corp |
LNN US
|
1,392 |
112,842
|
|
|
0.10 |
|
|
Core Laboratories NV |
CLB US
|
749 |
109,922
|
|
|
0.10 |
|
|
Pacific Rubiales Energy Corp |
PRE CN
|
5,224 |
109,529
|
|
|
0.10 |
|
|
China Modern Dairy Holdings Ltd |
1117 HK
|
322,400 |
108,881
|
|
|
0.10 |
|
|
Louisiana-Pacific Corp |
LPX US
|
5,356 |
107,977
|
|
|
0.10 |
|
|
Smurfit Kappa Group PLC |
SKG LN
|
6,659 |
106,748
|
|
|
0.10 |
|
|
Kunlun Energy Co Ltd |
135 HK
|
52,700 |
104,127
|
|
|
0.09 |
|
|
Verbund AG |
VER AV
|
4,849 |
103,758
|
|
|
0.09 |
|
|
Andersons Inc/The |
ANDE US
|
1,885 |
103,373
|
|
|
0.09 |
|
|
Mitsubishi Materials Corp |
5711 JP
|
30,129 |
102,958
|
|
|
0.09 |
|
|
Cermaq ASA |
CEQ NO
|
5,615 |
101,510
|
|
|
0.09 |
|
|
West Fraser Timber Co Ltd |
WFT CN
|
1,225 |
100,137
|
|
|
0.09 |
|
|
ILUKA RESOURCES LTD |
ILU AU
|
9,585 |
99,687
|
|
|
0.09 |
|
|
Cimarex Energy Co |
XEC US
|
1,400 |
99,092
|
|
|
0.09 |
|
|
Acergy SA |
SUBC NO
|
4,561 |
97,955
|
|
|
0.09 |
|
|
Joy Global Inc |
JOY US
|
1,721 |
97,650
|
|
|
0.09 |
|
|
Domtar Corp |
UFS US
|
1,337 |
97,133
|
|
|
0.09 |
|
|
Norsk Hydro ASA |
NHY NO
|
20,851 |
96,132
|
|
|
0.09 |
|
|
Korea Zinc Co Ltd |
010130 KS
|
316 |
94,737
|
|
|
0.08 |
|
|
Kobe Steel Ltd |
5406 JP
|
71,235 |
93,942
|
|
|
0.08 |
|
|
Seaboard Corp |
SEB US
|
34 |
91,460
|
|
|
0.08 |
|
|
Fibria Celulose SA |
FIBR3 BZ
|
8,550 |
91,190
|
|
|
0.08 |
|
|
Boliden AB |
BOL SS
|
6,265 |
90,663
|
|
|
0.08 |
|
|
Ivanhoe Mines Ltd/CA |
TRQ CN
|
12,624 |
90,562
|
|
|
0.08 |
|
|
Whiting Petroleum Corp |
WLL US
|
1,906 |
88,705
|
|
|
0.08 |
|
|
Peabody Energy Corp |
BTU US
|
4,370 |
88,689
|
|
|
0.08 |
|
|
Kumba Iron Ore Ltd |
KIO SJ
|
1,623 |
88,547
|
|
|
0.08 |
|
|
Cia de Saneamento de Minas Gerais-COPAS |
CSMG3 BZ
|
4,300 |
87,877
|
|
|
0.08 |
|
|
Hyundai Steel Co |
004020 KS
|
1,293 |
87,457
|
|
|
0.08 |
|
|
Petrofac Ltd |
PFC LN
|
4,092 |
84,551
|
|
|
0.08 |
|
|
QEP Resources Inc |
QEP US
|
2,894 |
84,534
|
|
|
0.08 |
|
|
Lundin Petroleum AB |
LUPE SS
|
3,916 |
84,458
|
|
|
0.08 |
|
|
Sumitomo Forestry Co Ltd |
1911 JP
|
6,383 |
84,051
|
|
|
0.07 |
|
|
Voestalpine AG |
VOE AV
|
2,528 |
82,994
|
|
|
0.07 |
|
|
Diamond Offshore Drilling Inc |
DO US
|
1,127 |
82,581
|
|
|
0.07 |
|
|
Continental Resources Inc/OK |
CLR US
|
930 |
80,612
|
|
|
0.07 |
|
|
Gruma SAB de CV |
GRUMAB MM
|
16,300 |
80,236
|
|
|
0.07 |
|
|
KWS Saat AG |
KWS GR
|
229 |
79,371
|
|
|
0.07 |
|
|
Polski Koncern Naftowy Orlen |
PKN PW
|
4,991 |
79,326
|
|
|
0.07 |
|
|
Nabors Industries Ltd |
NBR US
|
4,717 |
78,632
|
|
|
0.07 |
|
|
SK Holdings Co Ltd |
003600 KS
|
519 |
78,236
|
|
|
0.07 |
|
|
Pilgrim's Pride Corp |
PPC US
|
6,457 |
77,355
|
|
|
0.07 |
|
|
American States Water Co |
AWR US
|
1,415 |
77,266
|
|
|
0.07 |
|
|
Steel Dynamics Inc |
STLD US
|
5,042 |
77,193
|
|
|
0.07 |
|
|
Genting Plantations Bhd |
GENP MK
|
25,451 |
76,450
|
|
|
0.07 |
|
|
Formosa Petrochemical Corp |
6505 TT
|
26,420 |
76,015
|
|
|
0.07 |
|
|
Allegheny Technologies Inc |
ATI US
|
2,462 |
73,294
|
|
|
0.07 |
|
|
Royal Gold Inc |
RGLD US
|
1,490 |
72,801
|
|
|
0.06 |
|
|
Inversiones Aguas Metropolitanas SA |
IAM CI
|
31,880 |
72,351
|
|
|
0.06 |
|
|
Cliffs Natural Resources Inc |
CLF US
|
3,470 |
72,315
|
|
|
0.06 |
|
|
NIPPON PAPER IND CO LTD |
3863 JP
|
4,500 |
70,331
|
|
|
0.06 |
|
|
BayWa AG |
BYW6 GR
|
1,404 |
70,148
|
|
|
0.06 |
|
|
New Gold Inc |
NGD CN
|
10,905 |
68,995
|
|
|
0.06 |
|
|
Jiangxi Copper Co Ltd |
358 HK
|
31,900 |
64,703
|
|
|
0.06 |
|
|
Nippon Suisan Kaisha Ltd |
1332 JP
|
30,014 |
64,397
|
|
|
0.06 |
|
|
Pan American Silver Corp |
PAAS US
|
5,447 |
63,948
|
|
|
0.06 |
|
|
WorleyParsons Ltd |
WOR AU
|
3,344 |
63,925
|
|
|
0.06 |
|
|
Lonmin PLC |
LMI LN
|
15,269 |
63,789
|
|
|
0.06 |
|
|
Huaneng Power International Inc |
902 HK
|
51,100 |
63,492
|
|
|
0.06 |
|
|
IAMGOLD Corp |
IMG CN
|
13,510 |
63,253
|
|
|
0.06 |
|
|
TransAlta Corp |
TA CN
|
4,188 |
63,023
|
|
|
0.06 |
|
|
Kulim Malaysia BHD |
KUL MK
|
52,800 |
62,375
|
|
|
0.06 |
|
|
Astra Agro Lestari Tbk PT |
AALI IJ
|
34,244 |
62,212
|
|
|
0.06 |
|
|
Zijin Mining Group Co Ltd |
2899 HK
|
216,361 |
61,678
|
|
|
0.05 |
|
|
Canfor Corp |
CFP CN
|
3,294 |
61,305
|
|
|
0.05 |
|
|
United States Steel Corp |
X US
|
3,305 |
60,713
|
|
|
0.05 |
|
|
Alamos Gold Inc |
AGI CN
|
4,573 |
59,825
|
|
|
0.05 |
|
|
ABITIBIBOWATER INC |
RFP US
|
3,699 |
59,813
|
|
|
0.05 |
|
|
Anglo Platinum Ltd |
AMS SJ
|
1,935 |
59,718
|
|
|
0.05 |
|
|
Cia Siderurgica Nacional SA |
SID US
|
17,365 |
59,692
|
|
|
0.05 |
|
|
Osisko Mining Corp |
OSK CN
|
15,657 |
58,370
|
|
|
0.05 |
|
|
Alumina Ltd |
AWC AU
|
56,627 |
58,201
|
|
|
0.05 |
|
|
Manila Water Co Inc |
MWC PM
|
58,900 |
57,820
|
|
|
0.05 |
|
|
Galp Energia SGPS SA |
GALP PL
|
3,494 |
55,987
|
|
|
0.05 |
|
|
Tupras Turkiye Petrol Rafine |
TUPRS TI
|
1,989 |
55,958
|
|
|
0.05 |
|
|
Holmen AB |
HOLMB SS
|
2,007 |
55,459
|
|
|
0.05 |
|
|
Rengo Co Ltd |
3941 JP
|
10,170 |
55,282
|
|
|
0.05 |
|
|
Daido Steel Co Ltd |
5471 JP
|
8,800 |
55,044
|
|
|
0.05 |
|
|
MOL Hungarian Oil and Gas PLC |
MOL HB
|
745 |
54,917
|
|
|
0.05 |
|
|
China Oilfield Services Ltd |
2883 HK
|
25,600 |
54,232
|
|
|
0.05 |
|
|
adecoagro sa |
AGRO US
|
6,756 |
53,035
|
|
|
0.05 |
|
|
S-Oil Corp |
010950 KS
|
668 |
52,939
|
|
|
0.05 |
|
|
Nine Dragons Paper Holdings Ltd |
2689 HK
|
64,557 |
52,592
|
|
|
0.05 |
|
|
Inner Mongolia Yitai Coal Co |
900948 CH
|
9,500 |
51,194
|
|
|
0.05 |
|
|
Vedanta Resources PLC |
VED LN
|
2,584 |
50,203
|
|
|
0.04 |
|
|
Phosagro OAO |
PHOR LI
|
3,643 |
50,130
|
|
|
0.04 |
|
|
Polymetal International PLC |
POLY LN
|
4,985 |
49,661
|
|
|
0.04 |
|
|
Harmony Gold Mining Co Ltd |
HMY US
|
13,154 |
49,459
|
|
|
0.04 |
|
|
Carpenter Technology Corp |
CRS US
|
1,014 |
48,844
|
|
|
0.04 |
|
|
Perusahaan Perkebunan London Sumatra In |
LSIP IJ
|
303,000 |
48,697
|
|
|
0.04 |
|
|
Polskie Gornictwo Naftowe i Gazownictwo |
PGN PW
|
26,773 |
48,665
|
|
|
0.04 |
|
|
Eregli Demir ve Celik Fabrikalari TAS |
EREGL TI
|
40,885 |
48,268
|
|
|
0.04 |
|
|
SunPower Corp |
SPWR US
|
2,278 |
47,997
|
|
|
0.04 |
|
|
CAP SA |
CAP CI
|
1,691 |
47,760
|
|
|
0.04 |
|
|
China Coal Energy Co |
1898 HK
|
66,952 |
47,513
|
|
|
0.04 |
|
|
SLC Agricola SA |
SLCE3 BZ
|
5,200 |
47,512
|
|
|
0.04 |
|
|
Aurubis AG |
NDA GR
|
772 |
47,164
|
|
|
0.04 |
|
|
Lundin Mining Corp |
LUN CN
|
11,641 |
46,571
|
|
|
0.04 |
|
|
Sappi Ltd |
SAP SJ
|
18,322 |
46,071
|
|
|
0.04 |
|
|
Hyflux Ltd |
HYF SP
|
40,950 |
45,249
|
|
|
0.04 |
|
|
Hitachi Metals Ltd |
5486 JP
|
4,017 |
44,896
|
|
|
0.04 |
|
|
TonenGeneral Sekiyu KK |
5012 JP
|
4,300 |
44,160
|
|
|
0.04 |
|
|
B2Gold Corp |
BTO CN
|
20,840 |
44,019
|
|
|
0.04 |
|
|
Royal Dutch Shell PLC |
RDSA LN
|
1,275 |
43,840
|
|
|
0.04 |
|
|
Coeur d'Alene Mines Corp |
CDE US
|
3,244 |
42,561
|
|
|
0.04 |
|
|
Dongfang Electric Corp Ltd |
1072 HK
|
25,000 |
42,261
|
|
|
0.04 |
|
|
Lee & Man Paper Manufacturing Ltd |
2314 HK
|
60,700 |
40,574
|
|
|
0.04 |
|
|
First Majestic Silver Corp |
FR CN
|
4,197 |
40,199
|
|
|
0.04 |
|
|
African Rainbow Minerals Ltd |
ARI SJ
|
2,214 |
40,054
|
|
|
0.04 |
|
|
Aurico Gold Inc |
AUQ US
|
8,832 |
37,801
|
|
|
0.03 |
|
|
Aluminum Corp of China Ltd |
ACH US
|
3,613 |
36,636
|
|
|
0.03 |
|
|
Detour Gold Corp |
DGC CN
|
4,230 |
35,862
|
|
|
0.03 |
|
|
Volcan Cia Minera SAA |
VOLCABC1 PE
|
64,456 |
35,348
|
|
|
0.03 |
|
|
African Minerals Ltd |
AMI LN
|
8,913 |
35,271
|
|
|
0.03 |
|
|
Salzgitter AG |
SZG GR
|
881 |
35,225
|
|
|
0.03 |
|
|
Severstal OAO |
SVST LI
|
4,029 |
34,735
|
|
|
0.03 |
|
|
Graphic Packaging Holding Co |
GPK US
|
4,372 |
34,714
|
|
|
0.03 |
|
|
Mayr Melnhof Karton AG |
MMK AV
|
315 |
34,465
|
|
|
0.03 |
|
|
Exxaro Resources Ltd |
EXX SJ
|
2,202 |
33,185
|
|
|
0.03 |
|
|
Yanzhou Coal Mining Co Ltd |
1171 HK
|
32,000 |
32,787
|
|
|
0.03 |
|
|
Petronas Dagangan BHD |
PETD MK
|
3,900 |
32,740
|
|
|
0.03 |
|
|
Sterlite Industries India Ltd |
SLT US
|
4,619 |
32,656
|
|
|
0.03 |
|
|
Hecla Mining Co |
HL US
|
10,243 |
32,470
|
|
|
0.03 |
|
|
Salim Ivomas Pratama Tbk PT |
SIMP IJ
|
377,000 |
31,423
|
|
|
0.03 |
|
|
Astral Foods Ltd |
ARL SJ
|
3,335 |
31,193
|
|
|
0.03 |
|
|
Zhaojin Mining Industry Co Ltd |
1818 HK
|
31,400 |
31,010
|
|
|
0.03 |
|
|
Ormat Technologies Inc |
ORA US
|
1,301 |
30,665
|
|
|
0.03 |
|
|
Adaro Energy Tbk PT |
ADRO IJ
|
259,000 |
29,362
|
|
|
0.03 |
|
|
Northam Platinum Ltd |
NHM SJ
|
8,783 |
29,123
|
|
|
0.03 |
|
|
Ternium SA |
TX US
|
1,214 |
28,808
|
|
|
0.03 |
|
|
OZ Minerals Ltd |
OZL AU
|
7,206 |
28,660
|
|
|
0.03 |
|
|
Acerinox SA |
ACX SM
|
2,512 |
26,007
|
|
|
0.02 |
|
|
Portucel Empresa Produtora de Pasta e P |
PTI PL
|
7,378 |
25,184
|
|
|
0.02 |
|
|
Kazakhmys PLC |
KAZ LN
|
4,678 |
24,494
|
|
|
0.02 |
|
|
Assore Ltd |
ASR SJ
|
671 |
24,238
|
|
|
0.02 |
|
|
Eramet |
ERA FP
|
223 |
23,825
|
|
|
0.02 |
|
|
PanAust Ltd |
PNA AU
|
10,759 |
23,456
|
|
|
0.02 |
|
|
Novolipetsk Steel OJSC |
NLMK LI
|
1,510 |
22,419
|
|
|
0.02 |
|
|
Fosun International |
656 HK
|
31,100 |
22,122
|
|
|
0.02 |
|
|
Hochschild Mining PLC |
HOC LN
|
5,580 |
21,922
|
|
|
0.02 |
|
|
Jastrzebska Spolka Weglowa SA |
JSW PW
|
861 |
21,536
|
|
|
0.02 |
|
|
Allied Nevada Gold Corp |
ANV US
|
2,935 |
20,457
|
|
|
0.02 |
|
|
Chaoda Modern Agriculture Holdings Ltd |
682 HK
|
510,868 |
20,434
|
|
|
0.02 |
|
|
Hyundai Hysco Co Ltd |
010520 KS
|
680 |
19,991
|
|
|
0.02 |
|
|
EVRAZ PLC |
EVR LN
|
8,432 |
19,865
|
|
|
0.02 |
|
|
Centerra Gold Inc |
CG CN
|
5,682 |
19,523
|
|
|
0.02 |
|
|
Anatolia Minerals Development Ltd |
ASR CN
|
8,131 |
18,283
|
|
|
0.02 |
|
|
Angang Steel Co Ltd |
347 HK
|
24,000 |
14,698
|
|
|
0.01 |
|
|
China Hongqiao Group Ltd |
1378 HK
|
20,100 |
13,092
|
|
|
0.01 |
|
|
Ferrexpo PLC |
FXPO LN
|
4,449 |
13,033
|
|
|
0.01 |
|
|
International Nickel Indonesia Tbk PT |
INCO IJ
|
47,954 |
12,847
|
|
|
0.01 |
|
|
China Molybdenum Co Ltd |
3993 HK
|
30,200 |
12,080
|
|
|
0.01 |
|
|
SSAB AB |
SSABB SS
|
1,905 |
11,704
|
|
|
0.01 |
|
|
Mechel |
MTL US
|
3,146 |
11,483
|
|
|
0.01 |
|
|
Maanshan Iron & Steel |
323 HK
|
38,800 |
9,667
|
|
|
0.01 |
|
|
Magnitogorsk Iron & Steel Works |
MMK LI
|
1,378 |
4,188
|
|
|
0.00 |
|
|
Empresas CMPC SA |
CMPCOSA CI
|
3,266 |
1,482
|
|
|
0.00 |
|
|
Pescanova SA |
PVA SM
|
1,409 |
0
|
|
|
0.00 |
|
|
Other/Cash |
|
|
-302,323
|
|
|
-0.27 |
| Total (%) |
99.95
|
|
|
These are not recommendations to buy or to sell any security. Securities and holdings may vary.