# Portfolio overlap — IGNRX vs CSNR

Comparing **Nomura Natural Resources Fund** (2026-03-31) and **Cohen & Steers Natural Resources Active ETF** (2026-03-31).

- Shared positions: 18
- Nomura Natural Resources Fund covered by Cohen & Steers Natural Resources Active ETF: 0.3044402320213414059521737358
- Cohen & Steers Natural Resources Active ETF covered by Nomura Natural Resources Fund: 0.3044402320213414059521737360

## 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 |  |

## Cohen & Steers Natural Resources Active ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TOTALENERGIES SE | 0.062618 |  |
| EXXON MOBIL CORP | 0.061752 |  |
| SHELL PLC | 0.056049 | ✓ |
| BUNGE GLOBAL SA | 0.040459 | ✓ |
| SUNCOR ENERGY INC | 0.037906 |  |
| CONOCOPHILLIPS | 0.033435 | ✓ |
| SMITHFIELD FOODS | 0.031659 |  |
| RELIANC-GDR 144A | 0.028316 |  |
| NEWMONT CORP | 0.027400 | ✓ |
| MOWI ASA | 0.026655 |  |
| CORTEVA INC | 0.026177 | ✓ |
| NUTRIEN LTD | 0.025442 | ✓ |
| GLENCORE PLC | 0.025207 | ✓ |
| AGNICO EAGLE MINES LTD | 0.025079 | ✓ |
| BARRICK MINING CORP | 0.024255 | ✓ |
| MOSAIC CO/THE | 0.023890 |  |
| YARA INTL ASA | 0.023008 |  |
| FREEPORT MCMORAN INC | 0.020978 |  |
| CENOVUS ENERGY INC | 0.020197 |  |
| ANGLO AMER PLC | 0.020016 | ✓ |
| AGCO CORP | 0.018923 |  |
| RIO TINTO PLC SPON ADR | 0.018443 |  |
| JBS NV, Class A | 0.017591 | ✓ |
| CHEVRON CORP | 0.016788 |  |
| WHEATON PRECIOUS METALS CORP | 0.013060 |  |
| CAMECO CORP | 0.011848 |  |
| PETROLEO BRASILEIRO SPONS ADR | 0.010859 |  |
| PILGRIM'S PRIDE CORP NEW | 0.010818 |  |
| COEUR MINING INC | 0.010505 | ✓ |
| ARCELORMITTAL | 0.010490 |  |
| VALERO ENERGY CORP | 0.010368 | ✓ |
| NISSHIN SEIFUN | 0.010067 |  |
| MASTEC INC | 0.010001 |  |
| CENTURY ALUMINUM COMPANY | 0.009772 |  |
| KUBOTA CORP | 0.009233 |  |
| ARCHER DANIELS MIDLAND CO | 0.008864 |  |
| Givaudan SA (Registered) | 0.008796 |  |
| PERPETUA RESOURC | 0.008784 |  |
| BAKKAFROST P/F | 0.007997 |  |
| WH GROUP LTD | 0.007825 |  |
| INTL PAPER CO | 0.007778 | ✓ |
| NATL FUEL GAS CO | 0.007756 |  |
| JOHN BEAN TECHNOLOGIES CORP | 0.007331 |  |
| CAPSTONE COPPER | 0.007299 |  |
| TENARIS SA | 0.007184 |  |
| TAMBORAN RESOURCES CORP COMMON STOCK USD.001 | 0.007122 |  |
| FORAN MINING CRP | 0.007018 |  |
| STEEL DYNAMICS INC | 0.006760 | ✓ |
| DENISON MINES CO | 0.006213 |  |
| MINERVA SA | 0.005854 |  |


## 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 `0001410368-26-056231` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1590402/000141036826056231/0001410368-26-056231-index.htm>

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