Mining

• Elmet Group Co (ELMT) is associated with the specialty metals and materials space, an area connected to advanced industrial and technology applications.

• Energy Fuels Inc (UUUU) is associated with uranium production and a growing rare earths focus, linking it to two closely watched themes.

• Century Aluminum Co (CENX) is a primary aluminium producer whose fortunes are closely tied to aluminium prices and energy costs.

• China Hongqiao Group Ltd (CHHQF) is associated with large-scale aluminium production, a position that draws attention within global metals markets.

• Collective Mining Ltd (CNL) is positioned as a gold and copper-focused exploration name within the mining sector.

• Capstone Copper Corp (CSCCF) is a copper-focused producer whose fortunes are closely tied to global copper demand and pricing.

• Carpenter Technology Corp (CRS) operates in the specialty alloys space, an area that connects closely to aerospace, defence, and demanding industrial end markets.