Transportation Basic Materials Sector

Thesis Gold & Silver

Market Cap: CA$778.3m

A resource development company, engages in the identification, evaluation, acquisition, and exploration of mineral properties in Canada.

Rayonier Advanced Materials

Market Cap: US$544.2m

Manufactures and sells cellulose specialty products in the United States, China, Europe, Japan, rest of Asia, Canada, Latin America, and internationally.

Tungsten West

Market Cap: UK£411.7m

Operates as a mining development company in the United Kingdom.

BMC Minerals

Market Cap: AU$780.0m

Engages in the acquisition, exploration, and evaluation of mineral properties in Canada.

International Tower Hill Mines

Market Cap: CA$761.4m

A development stage company, engages in the acquisition, exploration, and development of mineral properties.

Amaroq

Market Cap: US$533.6m

Engages in the acquisition, exploration, and development of mineral properties in Greenland.

Liberty Gold

Market Cap: CA$751.9m

Engages in the acquisition, exploration, and development of mineral properties primarily in the United States and Türkiye.

Gold X2 Mining

Market Cap: CA$751.7m

Engages in the exploration and development of gold and metal mineral properties in Canada.

WIA Gold

Market Cap: AU$764.4m

Engages in the exploration and evaluation of mineral properties in Namibia and Côte d’Ivoire.

AdvanSix

Market Cap: US$521.7m

AdvanSix Inc., integrated chemistry company, engages in the manufacture and sale of polymer resins in the United States and internationally.

Interfor

Market Cap: CA$739.9m

Produces and sells wood products in Canada, the United States, Japan, China, Taiwan, and internationally.

Idaho Strategic Resources

Market Cap: US$516.5m

A resource-based company, engages in the exploration, development, and extraction of gold, silver, and base metal mineral resources in the North Idaho.

Thor Explorations

Market Cap: CA$729.9m

Engages in the production, development, and exploration of gold.

Vulcan Steel

Market Cap: AU$738.5m

Engages in the sale and distribution of steel and metal products in New Zealand and Australia.

Integra Resources

Market Cap: CA$720.0m

A precious metals producer, engages in the exploration and development of mineral properties in the Great Basin of the Western United States.

Contango Silver & Gold

Market Cap: US$503.0m

Engages in the exploration, development, and production of gold and associated minerals in Alaska and the Golden Triangle in British Columbia.

ACG Metals

Market Cap: UK£381.7m

Produces gold and silver in Europe.

Wildcat Resources

Market Cap: AU$725.9m

Operates as a mineral exploration company in Australia.

Galiano Gold

Market Cap: CA$707.9m

Operates as a gold mining company.

Asante Gold

Market Cap: CA$705.3m

A mineral exploration and gold production company, primarily involved in the assessment, acquisition, development, and operation of mines in the Republic of Ghana.

European Lithium

Market Cap: AU$715.1m

Engages in the exploration and development of lithium deposits in Australia and Austria.

Western Copper and Gold

Market Cap: CA$701.7m

An exploration stage company, engages in the exploration and development of mineral properties in Canada.

Black Cat Syndicate

Market Cap: AU$714.3m

Engages in the exploration and evaluation of gold properties in Western Australia.

Ibstock

Market Cap: UK£374.5m

Manufactures and sells clay and concrete building products and solutions to customers in the residential construction sector in the United Kingdom.

Aspen Aerogels

Market Cap: US$489.0m

An aerogel technology company, designs, develops, manufactures, and sells aerogel materials primarily for use in the energy industrial, sustainable insulation materials, and electric vehicle (EV) markets in the United States, Canada, Asia, Europe, and Latin America.

Marshalls

Market Cap: UK£371.2m

Manufactures and sells landscape, building, and roofing products in the United Kingdom and internationally.

Metals Exploration

Market Cap: UK£369.5m

Metals Exploration plc identifies, acquires, explores, and develops mining and processing properties in the United Kingdom, the Philippines, and Nicaragua.

Rusoro Mining

Market Cap: CA$692.2m

Engages in the acquisition, exploration, development, and operation of gold mining and mineral properties in Venezuela.

Benz Mining

Market Cap: CA$687.7m

Engages in the acquisition, exploration, and exploitation of gold properties in Canada and Australia.

Amex Exploration

Market Cap: CA$683.0m

Engages in the exploration of gold mining sites in Canada.

Nouveau Monde Graphite

Market Cap: CA$678.0m

Engages in the acquisition, exploration, development, and evaluation of mineral properties in Quebec, Canada.

Q2 Metals

Market Cap: CA$662.4m

Engages in the acquisition, exploration, and development of base and precious metals in Canada and Australia.

Banyan Gold

Market Cap: CA$661.7m

Engages in the exploration and development of mineral properties in Canada.

Tivan

Market Cap: AU$658.1m

Engages in the exploration, evaluation, and development of mineral properties in Australia.

Ecora Royalties

Market Cap: UK£343.0m

Operates as a natural resource royalty and streaming company in Australia, North and South America, Europe, and internationally.

Larvotto Resources

Market Cap: AU$652.9m

Engages in the exploration, evaluation, and development of mineral resources in Australia and New Zealand.