Principaux titres en portefeuille Market Value Shares Weight %
P PRYMF PRYSMIAN S.P.A. 261.65 K 1 515.00 4.53%
A AMSYF ArcelorMittal SA 248.79 K 3 594.00 4.30%
S SHECF Shin-Etsu Chemical Co., Ltd. 240.41 K 4 933.00 4.16%
CP Canadien Pacifique Kansas City Limitee 183.19 K 2 050.00 3.17% POSCO Holdings Inc. 181.26 K 645.00 3.14%
CX Cemex, S.A.B. de C.V. 180.86 K 13.82 K 3.13%
CNI Canadian National Railway Company 179.78 K 1 517.00 3.11% KOMATSU LTD. 179.39 K 4 342.00 3.10%
Epiroc Aktiebolag 175.53 K 5 900.00 3.04%
Cellnex Telecom S.A. 163.25 K 4 854.00 2.82%
Holcim AG 161.51 K 1 630.00 2.79%
TATA STEEL LIMITED 159.98 K 73.06 K 2.77%
F FER Ferrovial N.V. 156.45 K 2 284.00 2.71%
VINCI SA 153.52 K 1 052.00 2.66%
LARSEN AND TOUBRO LIMITED 135.13 K 3 149.00 2.34%
Heidelberg Materials AG 131.37 K 590.00 2.27%
ULTRATECH CEMENT LIMITED 130.05 K 1 076.00 2.25%
NIPPON STEEL CORPORATION 128.93 K 36.22 K 2.23%
EIFFAGE SA 122.14 K 839.00 2.11%
JSW STEEL LIMITED 119.65 K 8 894.00 2.07%
