# Portfolio overlap — IGNIX vs FFGCX

Comparing **Nomura Natural Resources Fund** (2026-03-31) and **Fidelity Global Commodity Stock Fund** (2026-01-31).

- Shared positions: 18
- Nomura Natural Resources Fund covered by Fidelity Global Commodity Stock Fund: 0.2656127248470251021475708935
- Fidelity Global Commodity Stock Fund covered by Nomura Natural Resources Fund: 0.2656127248470251021475708936

## Nomura Natural Resources Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| STEEL DYNAMICS INC | 0.040340 | ✓ |
| NUTRIEN LTD | 0.039235 | ✓ |
| DIAMONDBACK ENERGY INC | 0.039071 | ✓ |
| NEWMONT CORP | 0.036794 |  |
| COMMSTCK | 0.035108 |  |
| CORE NATURAL RESOURCES INC | 0.033728 |  |
| CONOCOPHILLIPS | 0.032857 |  |
| GLENCORE PLC | 0.032022 | ✓ |
| SHELL PLC | 0.029775 | ✓ |
| CAN NATURAL RES | 0.029399 | ✓ |
| ANGLO AMER PLC | 0.028044 | ✓ |
| HUDBAY MINERALS | 0.026680 | ✓ |
| ALCOA CORP | 0.026312 | ✓ |
| INTL PAPER CO | 0.025137 | ✓ |
| BUNGE GLOBAL SA | 0.024097 | ✓ |
| CRH PLC | 0.024070 |  |
| AGNICO EAGLE MINES LTD | 0.024011 | ✓ |
| ARC RESOURCES LTD | 0.023904 |  |
| PERMIAN RESOURCES CORP CL A | 0.023712 |  |
| WEST FRASER TIMB | 0.023672 | ✓ |
| VALERO ENERGY CORP | 0.023451 |  |
| COEUR MINING INC | 0.023354 |  |
| CORTEVA INC | 0.023081 | ✓ |
| PEABODY ENERGY CORP | 0.021265 |  |
| KIMBELL ROYALTY PARTNERS LP 0.00000000 | 0.020897 |  |
| CF INDUSTRIES HOLDINGS INC | 0.020603 | ✓ |
| SMURFIT WESTROCK PLC | 0.019328 |  |
| ARCOSA INC | 0.019227 |  |
| HELMERICH & PAYN | 0.019133 |  |
| OVINTIV INC | 0.018906 | ✓ |
| TECK RESOURCES-B | 0.017574 | ✓ |
| SLB LTD | 0.017440 |  |
| CHORD ENERGY CORP | 0.016907 |  |
| EXPAND ENERGY CORP | 0.015838 |  |
| BARRICK MINING CORP | 0.014969 | ✓ |
| WEATHERFORD INTERNATIONAL PLC | 0.012724 |  |
| ELDORADO GOLD | 0.012356 |  |
| Unit Corporation | 0.012330 |  |
| JBS NV, Class A | 0.011983 |  |
| LOUISIANA PACIFIC CORP | 0.010403 |  |
| BlackRock Liquidity FedFund - Institutional Class | 0.010301 |  |
| MONEYMKT | 0.010301 |  |
| MSILF-GOVT-INS | 0.010301 |  |
| MONEYMKT | 0.010301 |  |
| TITAN SA | 0.009062 |  |

## Fidelity Global Commodity Stock Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EXXON MOBIL CORP | 0.076559 |  |
| CORTEVA INC | 0.074608 | ✓ |
| NUTRIEN LTD | 0.050513 | ✓ |
| CHEVRON CORP | 0.048732 |  |
| ARCHER DANIELS MIDLAND CO | 0.042143 |  |
| BUNGE GLOBAL SA | 0.040919 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.034884 |  |
| SHELL PLC | 0.033301 | ✓ |
| AGNICO EAGLE MINES LTD | 0.032436 | ✓ |
| VALE SA | 0.026793 |  |
| IMPERIAL OIL LTD | 0.026480 |  |
| ZIJIN MINING-H | 0.026101 |  |
| WHEATON PRECIOUS METALS CORP | 0.023002 |  |
| FRANCO-NEVADA CORP | 0.022050 |  |
| Fidelity Cash Central Fund | 0.020966 |  |
| MMG | 0.020407 |  |
| BHP GROUP LTD | 0.019933 |  |
| CAN NATURAL RES | 0.019855 | ✓ |
| UPM-KYMMENE OYJ | 0.018564 |  |
| ANGLOGOLD ASHANTI PLC | 0.018293 |  |
| GLENCORE PLC | 0.016986 | ✓ |
| NUCOR CORP | 0.016299 |  |
| STEEL DYNAMICS INC | 0.016149 | ✓ |
| FIRST QUANTUM | 0.014693 |  |
| BARRICK MINING CORP | 0.014245 | ✓ |
| BP PLC | 0.013633 |  |
| LUNDIN MINING CORP | 0.013312 |  |
| ANTOFAGASTA PLC | 0.013285 |  |
| DIAMONDBACK ENERGY INC | 0.012422 | ✓ |
| YARA INTL ASA | 0.012408 |  |
| G MINING VENTURES CORP | 0.012231 |  |
| CAMECO CORP | 0.012024 |  |
| ALAMOS GOLD INC A | 0.011894 |  |
| PRIO SA | 0.009596 |  |
| WEST FRASER TIMB | 0.009132 | ✓ |
| GERDAU-PREF | 0.009129 |  |
| KINDER MORGAN INC | 0.008912 |  |
| OVINTIV INC | 0.008227 | ✓ |
| ANTERO RESOURCES | 0.008161 |  |
| CF INDUSTRIES HOLDINGS INC | 0.008090 | ✓ |
| MURPHY OIL CORP | 0.007614 |  |
| MONDI PLC COMMON STOCK | 0.006898 |  |
| VALTERRA PLATINU | 0.006647 |  |
| ANGLO AMER PLC | 0.006566 | ✓ |
| NORSK HYDRO ASA | 0.006350 |  |
| SUBSEA 7 SA | 0.005924 |  |
| NAVIGATOR HOLDINGS LTD | 0.005737 |  |
| OCCIDENTAL PETROLEUM CORP | 0.005383 |  |
| INTL PAPER CO | 0.005235 | ✓ |
| HUDBAY MINERALS | 0.004500 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022027` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/883622/000094040026022027/0000940400-26-022027-index.htm>
- N-PORT (fund B) — accession `0000035402-26-001974` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/744822/000003540226001974/0000035402-26-001974-index.htm>

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