# Portfolio overlap — COPA vs EART

Comparing **Themes Copper Miners ETF** (2026-03-31) and **Global X Disruptive Materials ETF** (2026-04-30).

- Shared positions: 6
- Themes Copper Miners ETF covered by Global X Disruptive Materials ETF: 0.1543676887158489618300200030
- Global X Disruptive Materials ETF covered by Themes Copper Miners ETF: 0.1543676887158489618300200030

## Themes Copper Miners ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FREEPORT MCMORAN INC | 0.087875 | ✓ |
| BHP GROUP LTD | 0.042583 |  |
| GLENCORE PLC | 0.040701 |  |
| FIRST QUANTUM | 0.039610 |  |
| LUNDIN MINING CORP | 0.039308 |  |
| TECK RESOURCES-B | 0.036234 |  |
| ANTOFAGASTA PLC | 0.033278 | ✓ |
| Southern Copper Corporation COM USD0.01 | 0.033278 | ✓ |
| Jiujiang Defu Technology Co Ltd | 0.032063 |  |
| IVANHOE MINES LTD | 0.031479 |  |
| CAPSTONE COPPER | 0.029667 |  |
| Arizona Sonoran Copper Company, Inc. | 0.028190 |  |
| TASEKO MINES | 0.025950 |  |
| CHINA NONFERROUS | 0.024872 |  |
| ATALAYA MINING COPPER SA COMMON STOCK | 0.023503 |  |
| Sandfire Resources Ltd | 0.023175 |  |
| JIANGXI COPPER-A | 0.022217 |  |
| ERO COPPER CORP | 0.022063 |  |
| AURUBIS AG | 0.021592 |  |
| HUDBAY MINERALS | 0.020070 | ✓ |
| MMG | 0.019570 | ✓ |
| SOLARIS RESOURCES INC | 0.018325 |  |
| 29METALS LTD | 0.017058 |  |
| Guangdong Feinan Resources Recycling Co Ltd | 0.016756 |  |
| CENTRAL ASIA METALS PLC COMMON STOCK | 0.016076 |  |
| IMPERIAL METALS CORP COMMON STOCK | 0.015895 |  |
| BOLIDEN AB | 0.015422 | ✓ |
| LUNR ROYALTIES C | 0.015279 |  |
| NGEX MINERALS LT | 0.014409 |  |
| AERIS RESOURCES LTD | 0.014096 |  |
| GANZHOU TENG Y-A | 0.013684 |  |
| IVANHOE ELECTRIC INC | 0.013676 |  |
| NITTETSU MINING | 0.013111 |  |
| Compania de Minas Buenaventura S.A.A. SPONSORED ADR | 0.012222 |  |
| US GOLDMINING INC | 0.012021 |  |
| CHINA GOLD INTER | 0.011542 |  |
| COLLECTIVE MINING LTD | 0.010067 |  |
| ALTIUS MINERALS CORP COMMON STOCK | 0.009877 |  |
| WA1 RESOURCES LT | 0.009704 |  |
| MITSUB MATERIALS | 0.009702 |  |
| AVINO SILVER GOLD MINES LTD | 0.009260 |  |
| GOLDMINING INC COMMON STOCK | 0.008537 |  |
| FORAN MINING CRP | 0.007844 |  |
| SHENZHEN ZHONG-A | 0.007664 |  |
| CHALICE MINING L | 0.007212 |  |
| Power Metallic Mines, Inc. | 0.007023 |  |
| Talon Metals Corp. | 0.006988 |  |
| Hot Chili, Ltd. | 0.006705 |  |
| Amarc Resources, Ltd. | 0.002568 |  |

## Global X Disruptive Materials ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALBEMARLE CORP COMMON STOCK | 0.044573 |  |
| ANGLO AMERICAN PLC COMMON STOCK | 0.044368 |  |
| PLS GROUP LTD | 0.042399 |  |
| RIO TINTO PLC | 0.042267 |  |
| ZHEJIANG HUAYO-A | 0.041600 |  |
| CHINA NORTHERN-A | 0.040991 |  |
| ANTOFAGASTA PLC | 0.039215 | ✓ |
| FREEPORT MCMORAN INC | 0.039150 | ✓ |
| GRUPO MEXICO-B | 0.038948 |  |
| Southern Copper Corporation COM USD0.01 | 0.038688 | ✓ |
| EVE ENERGY-A | 0.038292 |  |
| SUMITOMO MET MIN | 0.036010 |  |
| LYNAS RARE EARTH | 0.035588 |  |
| IMPALA PLATINUM | 0.035421 |  |
| VALTERRA PLATINU | 0.034457 |  |
| SINOMINE RESOU-A | 0.030136 |  |
| BOLIDEN AB | 0.029809 | ✓ |
| MP MATERIALS CORP | 0.029750 |  |
| HUDBAY MINERALS | 0.027676 | ✓ |
| SIBANYE STILLWAT | 0.026396 |  |
| HEXCEL CORPORATION | 0.022174 |  |
| NORTHAM PLATINUM HOLDINGS LTD | 0.021967 |  |
| SHENGHE RESOUC-A | 0.020760 |  |
| WESTERN MINING-A | 0.020515 |  |
| GEM CO LTD-A | 0.019255 |  |
| CHINA RARE EARTH RESOURCES AND TECHNOLOGY CO LTD | 0.017905 |  |
| MMG | 0.013170 | ✓ |
| WEIHAI GUANGWE-A | 0.012624 |  |
| YUNNAN CHIHONG-A | 0.012212 |  |
| IGO LTD | 0.009954 |  |
| YOUNGY CO LTD-A | 0.009756 |  |
| XTC NEW ENERGY M | 0.009566 |  |
| NANJING HANRUI-A | 0.006863 |  |
| FANGDA CARBON-A | 0.006776 |  |
| LITHIUM AMERICAS | 0.005804 |  |
| SINOFIBERS TEC-A | 0.005088 |  |
| MINMETALS NEW EN | 0.004836 |  |
| NICKEL INDUSTRIE | 0.004688 |  |
| TOKAI CARBON CO | 0.004573 |  |
| GRAFTECH INTERNATIONAL LTD | 0.004137 |  |
| AFRICAN RAINBOW | 0.003766 |  |
| MERSEN | 0.003740 |  |
| GUIZHOU ZHENHU-A | 0.003357 |  |
| ERAMET | 0.003270 |  |
| AMERICAN BATTERY TECHNOLOGY CO | 0.003092 |  |
| Sylvania Platinum Ltd | 0.003055 |  |
| XIANGTAN ELECTROCHEMICAL SCIENTIFIC CO LTD | 0.002992 |  |
| NIPPON CARBON | 0.002885 |  |
| JIANGXI BLACK CAT CARBON BLACK CO LTD | 0.002806 |  |
| Zhongfu Shenying Carbon Fiber Co Ltd | 0.002678 |  |


## Sources

- N-PORT (fund A) — accession `0000894189-26-015962` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1976322/000089418926015962/0000894189-26-015962-index.htm>
- N-PORT (fund B) — accession `0002048251-26-005541` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1432353/000204825126005541/0002048251-26-005541-index.htm>

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