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BATT vs SETM

Shared holdings
18
BATT covered by SETM
24.89%
SETM covered by BATT
24.89%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BATT (March 31, 2026)

SecurityWeight
P-Note Contemp Amp7.96%
BHP GROUP LTD6.83%
TESLA INC6.60%
BYD COMPANY LTD H6.42%
FREEPORT MCMORAN INC5.20%
Grupo Mexico S.A. de C.V. (Series B)2.61%
BLOOM ENERGY CORP CL A2.43%
TECK RESOURCES-B2.18%
ALBEMARLE CORP2.15%
TDK CORP2.13%
GANFENG LITHIU-H2.04%
LUNDIN MINING CORP1.92%
NIO Inc. SPON ADS EACH REP 1 ORD SHS1.89%
SAMSUNG SDI CO1.84%
GUANGZHOU TINC-A1.80%
PLS GROUP LTD1.77%
FIRST QUANTUM1.72%
Sociedad Quimica y Minera de Chile S A ADR(REPR 1 PRF SER'B')1.72%
RIVIAN AUTOMOTIVE INC1.67%
SUMITOMO MET MIN1.65%
RESONAC HOLDINGS1.65%
ANTOFAGASTA PLC1.63%
SOUTH32 LTD-DI1.58%
Receive LG ENERGY SOLUTI Pay Overnight Rate -2.251.56%
LI AUTO INC-A1.56%
ZHEJIANG HUAYO-A1.50%
XIAMEN TUNGSTE-A1.40%
ZHEJIANG LEAPMOT1.40%
TIANQI LITHIUM C1.35%
YADEA GROUP HOLD1.32%
MINERAL RESOURCE1.31%
ENERSYS INC1.29%
HUDBAY MINERALS1.25%
JIANGXI COPPER-A1.22%
VINFAST TRADING and INVESTMENT PTE LTD1.21%
ECOPRO BM CO LTD1.17%
MP MATERIALS CORP1.17%
Merdeka Battery Materials Tbk. PT1.15%
FRST AM-GV OB-X1.12%
IGO LTD1.09%
Sandfire Resources Ltd1.08%
WESTERN MINING-A1.07%
CNGR Advanced Material Co Ltd1.06%
UMICORE1.00%
CAPSTONE COPPER0.93%
QUANTUMSCAPE CORP A0.92%
MMG0.89%
BAIYIN NONFERR-A0.88%
VALE INDONESIA T0.87%
CHINA NONFERROUS0.84%

SETM (March 31, 2026)

SecurityWeight
NAC KAZATOMPROM JSC GDR RGS5.55%
ALBEMARLE CORP5.44%
LYNAS RARE EARTH5.43%
FREEPORT MCMORAN INC5.38%
PLS GROUP LTD5.24%
CAMECO CORP4.83%
FIRST MAJESTIC S4.12%
URANIUM ENERGY CORP3.55%
MP MATERIALS CORP3.07%
TECK RESOURCES-B2.73%
PALADIN ENERGY L2.66%
LUNDIN MINING CORP2.61%
NEXGEN ENERGY LT2.47%
ANTOFAGASTA PLC2.45%
DENISON MINES CO2.31%
IGO LTD2.28%
FIRST QUANTUM2.14%
Southern Copper Corporation COM USD0.012.07%
LIONTOWN RESOURC1.91%
GANFENG LITHIU-H1.67%
ENERGY FUELS INC1.60%
ILUKA RESOURCES1.56%
AYA GOLD & SILVE1.42%
CGN MINING1.25%
KGHM1.24%
SILVERCORP METAL1.05%
ENDEAVOUR SILVER1.04%
Compania de Minas Buenaventura S.A.A. SPONSORED ADR0.95%
CAPSTONE COPPER0.87%
HUDBAY MINERALS0.85%
Lindian Resources, Ltd.0.74%
ELEVRA LITHIUM L0.72%
SIGMA LITHIUM CORP COMMON STOCK0.63%
ANEKA TAMBANG TB0.60%
Merdeka Battery Materials Tbk. PT0.59%
ARAFURA RARE EAR0.58%
AVINO SILVER GOLD MINES LTD0.54%
NICKEL INDUSTRIE0.53%
AMERICAS GOLD AN0.52%
MMG0.52%
NIOCORP DEVELOPM0.51%
IVANHOE MINES LTD0.50%
VALE INDONESIA T0.48%
TIANQI LITHIUM C0.48%
AbraSilver Resource Corp.0.47%
SUNRISE ENERGY METALS LTD0.44%
LITHIUM AMERICAS0.42%
VIZSLA SILVER CO0.40%
UR-ENERGY INC0.39%
LITHIUM ARGENTINA AG0.35%

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