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ILIT vs SETM

Shared holdings
8
ILIT covered by SETM
14.41%
SETM covered by ILIT
14.41%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 42 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ILIT (March 31, 2026)

SecurityWeight
ALBEMARLE CORP8.15%
PLS GROUP LTD8.04%
Sociedad Quimica y Minera de Chile S A ADR(REPR 1 PRF SER'B')7.96%
LIONTOWN RESOURC7.91%
MINERAL RESOURCE6.93%
BlackRock Cash Funds: Institutional, SL Agency Shares6.05%
JIANGXI GANFENG LITHIUM CO-A /CNH/ 0.000000004.85%
LITHIUM ARGENTINA AG4.01%
COSMOAM&T CO LTD3.67%
LITHIUM AMERICAS3.63%
SIGMA LITHIUM CORP COMMON STOCK3.57%
GUANGZHOU TINC-A3.55%
TIANQI LITHIUM-A3.14%
YUNNAN ENERGY-A2.55%
Critical Metals Corporation2.23%
HUNAN YUNENG NEW2.20%
SINOMINE RESOURCE GROUP CO LTD2.06%
CANMAX TECHNOLOGIES CO LTD1.83%
SHENZHEN CAPCH-A1.62%
AMERICAN BATTERY TECHNOLOGY CO1.59%
FULIN PRECISION CO LTD1.52%
XTC NEW ENERGY MATERIALS XIAMEN CO LTD1.39%
CHENGXIN LITHIUM GROUP CO LTD1.38%
NINGBO SHANSHAN CO LTD1.14%
BEIJING EASPRING MATERIAL TECHNOLOGY CO LTD1.08%
CHUNBO CO LTD1.06%
DO FLUORIDE NEW MATERIALS CO LTD1.02%
SICHUAN YAHUA INDUSTRIAL GROUP CO LTD1.01%
NINGBO RONBAY NEW ENERGY TECHNOLOGY CO LTD0.77%
MINMETALS NEW EN0.77%
SHENZHEN SENIOR TECHNOLOGY MATERIAL CO LTD0.76%
SHIJIAZHUANG SHA0.74%
GUANGDONG JIA YUAN TECHNOLOGY SHARES CO LTD0.67%
JIANGSU RUITAI N0.54%
MNTECH CO LTD0.51%
BlackRock Cash Funds: Treasury, SL Agency Shares0.08%
KOREAN WON0.02%
FX Forward Contract: AUD/USD SETTLE 2026-03-180.01%
FX Forward Contract: CLP/USD SETTLE 2026-01-220.01%
CHINESE RENMINBI0.00%
JAPANESE YEN0.00%
ESG MINERALS0.00%

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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