<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>REMX filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of REMX compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>REMX: filing for 2026-06-30 -- 3 added, 0 dropped, turnover 15.4%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>27 positions became 30: 3 added (7.24% of the fund), 0 dropped (0%). Turnover proxy 15.4%. Largest increases: Xiamen Tungsten Co Ltd 4.87% to 7.28%; Jinduicheng Molybdenum Co Ltd 3.97% to 5.94%; Almonty Industries Inc 3.21% to 4.8%; MP Materials Corp 5.1% to 6.2%; Hubei Zhenhua Chemical Co Ltd 2.3% to 2.9%; Shenghe Resources Holding Co Ltd 4.05% to 4.32%. Largest decreases: Albemarle Corp 9.37% to 7.24%; Ganfeng Lithium Group Co Ltd 5.94% to 4.01%; Jiaxin International Resources Investment Ltd 2.31% to 0.62%; Lynas Rare Earths Ltd 8.03% to 6.8%; Liontown Ltd 5.13% to 3.91%; Tronox Holdings PLC 2.33% to 1.27%. New: Sanxiang Advanced Materials Co Ltd (3.37%), Elevra Lithium Ltd (2.12%), Lianyou Metals Co Ltd (1.76%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Aug 2026 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2026-03-31 -- 2 added, 0 dropped, turnover 12.8%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>25 positions became 27: 2 added (4.69% of the fund), 0 dropped (0%). Turnover proxy 12.8%. Largest increases: Lynas Rare Earths Ltd 6.06% to 8.03%; PLS Group Ltd 5.81% to 7.39%; Ganfeng Lithium Group Co Ltd 4.43% to 5.94%; Albemarle Corp 8.19% to 9.37%; Tronox Holdings PLC 1.16% to 2.33%; Liontown Ltd 4.43% to 5.13%. Largest decreases: IperionX Ltd 2.91% to 1.49%; Standard Lithium Ltd 3.08% to 1.69%; Almonty Industries Inc 4.35% to 3.21%; Jinduicheng Molybdenum Co Ltd 4.82% to 3.97%; Baoji Titanium Industry Co Ltd 2.49% to 1.64%; Vulcan Energy Resources Ltd 2.43% to 1.62%. New: United States Antimony Corp (2.38%), Jiaxin International Resources Investment Ltd (2.31%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 May 2026 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2025-12-31 -- 3 added, 1 dropped, turnover 16.8%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>23 positions became 25: 3 added (10.13% of the fund), 1 dropped (0.01%). Turnover proxy 16.8%. Largest increases: Albemarle Corp 6.26% to 8.19%; Xiamen Tungsten Co Ltd 4.18% to 5.43%; China Northern Rare Earth Group High-Tech Co Ltd 6.78% to 7.76%; Jinduicheng Molybdenum Co Ltd 3.9% to 4.82%; Sociedad Quimica y Minera de Chile SA 4.92% to 5.7%; Shenghe Resources Holding Co Ltd 4.11% to 4.44%. Largest decreases: Lithium Americas Corp 6.51% to 3.38%; Eramet SA 3.94% to 2.14%; MP Materials Corp 7.51% to 5.87%; Vulcan Energy Resources Ltd 4.02% to 2.43%; IperionX Ltd 4.29% to 2.91%; Baoji Titanium Industry Co Ltd 3.74% to 2.49%. New: Almonty Industries Inc (4.35%), Standard Lithium Ltd (3.08%), Hubei Zhenhua Chemical Co Ltd (2.71%). Gone: IperionX Ltd (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Feb 2026 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2025-09-30 -- 1 added, 0 dropped, turnover 12.2%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>22 positions became 23: 1 added (4.29% of the fund), 0 dropped (0%). Turnover proxy 12.2%. Largest increases: Lithium Americas Corp 3.49% to 6.51%; Pilbara Minerals Ltd 5.08% to 6.64%; Vulcan Energy Resources Ltd 2.66% to 4.02%; Liontown Resources Ltd 4.35% to 4.98%; Lithium Argentina AG 2.12% to 2.53%; Sigma Lithium Corp 1.97% to 2.34%. Largest decreases: IperionX Ltd 4.71% to 0.01%; Sociedad Quimica y Minera de Chile SA 6.6% to 4.92%; Albemarle Corp 7.53% to 6.26%; Jinduicheng Molybdenum Co Ltd 4.95% to 3.9%; China Northern Rare Earth Group High-Tech Co Ltd 7.67% to 6.78%; AMG Critical Materials NV 5.08% to 4.21%. New: IperionX Ltd (4.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 21 Nov 2025 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2025-06-30 -- 1 added, 1 dropped, turnover 11.5%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>22 positions became 22: 1 added (4.71% of the fund), 1 dropped (1.77%). Turnover proxy 11.5%. Largest increases: MP Materials Corp 6.1% to 7.62%; Lynas Rare Earths Ltd 5.47% to 6.93%; AMG Critical Materials NV 3.86% to 5.08%; China Northern Rare Earth Group High-Tech Co Ltd 6.84% to 7.67%; Iluka Resources Ltd 3.66% to 4.47%; Ganfeng Lithium Group Co Ltd 4.36% to 4.74%. Largest decreases: Sigma Lithium Corp 4.46% to 1.97%; Pilbara Minerals Ltd 6.5% to 5.08%; Sociedad Quimica y Minera de Chile SA 7.81% to 6.6%; Vulcan Energy Resources Ltd 3.78% to 2.66%; Tronox Holdings PLC 3.56% to 2.61%; Lithium Americas Corp 4.2% to 3.49%. New: IperionX Ltd (4.71%). Gone: Patriot Battery Metals Inc (1.77%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 21 Aug 2025 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2025-03-31 -- 1 added, 3 dropped, turnover 14.2%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>24 positions became 22: 1 added (2.4% of the fund), 3 dropped (12.71%). Turnover proxy 14.2%. Largest increases: Liontown Resources Ltd 2.54% to 4.23%; Baoji Titanium Industry Co Ltd 3.32% to 4.96%; Pilbara Minerals Ltd 5.12% to 6.5%; MP Materials Corp 4.83% to 6.1%; Vulcan Energy Resources Ltd 2.65% to 3.78%; AMG Critical Materials NV 2.8% to 3.86%. Largest decreases: Tronox Holdings PLC 4% to 3.56%; Lynas Rare Earths Ltd 5.85% to 5.47%; Shenghe Resources Holding Co Ltd 4.37% to 4.11%; Xiamen Tungsten Co Ltd 4.46% to 4.25%; Patriot Battery Metals Inc 1.96% to 1.77%; Ganfeng Lithium Group Co Ltd 4.4% to 4.36%. New: Lithium Argentina AG (2.4%). Gone: Arcadium Lithium PLC (8.78%), Lithium Americas Argentina Corp (2.54%), Standard Lithium Ltd (1.39%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 May 2025 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2024-12-31 -- 1 added, 1 dropped, turnover 9.3%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>24 positions became 24: 1 added (2.65% of the fund), 1 dropped (1.31%). Turnover proxy 9.3%. Largest increases: Arcadium Lithium PLC 4.91% to 8.78%; Lithium Americas Corp 2.83% to 3.61%; Ganfeng Lithium Group Co Ltd 3.66% to 4.4%; Shenghe Resources Holding Co Ltd 3.83% to 4.37%; Albemarle Corp 6.94% to 7.27%; Sigma Lithium Corp 4.04% to 4.26%. Largest decreases: Pilbara Minerals Ltd 7.31% to 5.12%; Liontown Resources Ltd 3.76% to 2.54%; Iluka Resources Ltd 4.71% to 3.67%; AVZ MINERALS LIMITED 1.56% to 0.72%; Eramet SA 4.24% to 3.47%; AMG Critical Materials NV 3.21% to 2.8%. New: Vulcan Energy Resources Ltd (2.65%). Gone: Tianqi Lithium Corp (1.31%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Feb 2025 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2024-09-30 -- 0 added, 1 dropped, turnover 5.7%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>25 positions became 24: 0 added (0% of the fund), 1 dropped (1.14%). Turnover proxy 5.7%. Largest increases: Ganfeng Lithium Group Co Ltd 2.39% to 3.66%; Baoji Titanium Industry Co Ltd 2.61% to 3.24%; Shenghe Resources Holding Co Ltd 3.24% to 3.83%; Lithium Americas Argentina Corp 2.2% to 2.72%; Lynas Rare Earths Ltd 5.54% to 5.95%; MP Materials Corp 4.86% to 5.23%. Largest decreases: Arcadium Lithium PLC 6.33% to 4.91%; AVZ MINERALS LIMITED 2.36% to 1.56%; Pilbara Minerals Ltd 7.98% to 7.31%; Albemarle Corp 7.58% to 6.94%; Patriot Battery Metals Inc 2.59% to 2.08%; Liontown Resources Ltd 3.96% to 3.76%. Gone: Sayona Mining Ltd (1.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 19 Nov 2024 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2024-06-30 -- 1 added, 4 dropped, turnover 9.1%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>28 positions became 25: 1 added (2.36% of the fund), 4 dropped (4.68%). Turnover proxy 9.1%. Largest increases: Sociedad Quimica y Minera de Chile SA 5.59% to 7.18%; Eramet SA 3.15% to 4.16%; Pilbara Minerals Ltd 7.14% to 7.98%; Sigma Lithium Corp 3.2% to 3.99%; Shenghe Resources Holding Co Ltd 2.76% to 3.24%; Arcadium Lithium PLC 5.85% to 6.33%. Largest decreases: Albemarle Corp 8.45% to 7.58%; Lithium Americas Corp 3.52% to 2.79%; Ganfeng Lithium Group Co Ltd 3.02% to 2.39%; Lithium Americas Argentina Corp 2.8% to 2.2%; Patriot Battery Metals Inc 3.12% to 2.59%; Tronox Holdings PLC 4.57% to 4.04%. New: AVZ MINERALS LIMITED (2.36%). Gone: AVZ Minerals Ltd (3.1%), Core Lithium Ltd (0.78%), Piedmont Lithium Inc (0.76%), Arcadium Lithium PLC (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 20 Aug 2024 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2024-03-31 -- 1 added, 1 dropped, turnover 18.8%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>28 positions became 28: 1 added (5.85% of the fund), 1 dropped (4.96%). Turnover proxy 18.8%. Largest increases: Tronox Holdings PLC 2.64% to 4.57%; Xiamen Tungsten Co Ltd 2.91% to 4.56%; Jinduicheng Molybdenum Co Ltd 3.4% to 4.73%; China Northern Rare Earth Group High-Tech Co Ltd 5.03% to 6.25%; Lithium Americas Corp 2.35% to 3.52%; AVZ Minerals Ltd 1.97% to 3.1%. Largest decreases: Arcadium Lithium PLC 7.57% to 0.04%; Lynas Rare Earths Ltd 6.93% to 5.56%; Sigma Lithium Corp 4.28% to 3.2%; Pilbara Minerals Ltd 8.21% to 7.14%; Liontown Resources Ltd 5% to 4.02%; MP Materials Corp 5.24% to 4.65%. New: Arcadium Lithium PLC (5.85%). Gone: Livent Corp (4.96%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 May 2024 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2023-12-31 -- 4 added, 3 dropped, turnover 24.6%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>27 positions became 28: 4 added (21.17% of the fund), 3 dropped (10.73%). Turnover proxy 24.6%. Largest increases: Lynas Rare Earths Ltd 5.92% to 6.93%; Livent Corp 4.23% to 4.96%; MP Materials Corp 4.6% to 5.24%; Pilbara Minerals Ltd 7.69% to 8.21%; Tronox Holdings PLC 2.34% to 2.64%; Eramet SA 2.14% to 2.33%. Largest decreases: China Northern Rare Earth Group High-Tech Co Ltd 8.07% to 5.03%; Shenghe Resources Holding Co Ltd 4.45% to 2.13%; Xiamen Tungsten Co Ltd 4.58% to 2.91%; Sociedad Quimica y Minera de Chile SA 7.06% to 5.72%; Baoji Titanium Industry Co Ltd 3.12% to 1.79%; Liontown Resources Ltd 6.16% to 5%. New: Albemarle Corp (8.37%), Arcadium Lithium PLC (7.57%), Lithium Americas Argentina Corp (2.87%), Lithium Americas Corp (2.35%). Gone: Allkem Ltd (5.7%), Lithium Americas Corp (4.36%), ioneer Ltd (0.67%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Feb 2024 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2023-09-30 -- 1 added, 2 dropped, turnover 13.9%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>28 positions became 27: 1 added (7.06% of the fund), 2 dropped (8.12%). Turnover proxy 13.9%. Largest increases: Jinduicheng Molybdenum Co Ltd 2.62% to 3.74%; China Northern Rare Earth Group High-Tech Co Ltd 7.02% to 8.07%; Baoji Titanium Industry Co Ltd 2.27% to 3.12%; Lynas Rare Earths Ltd 5.24% to 5.92%; Liontown Resources Ltd 5.59% to 6.16%; Xiamen Tungsten Co Ltd 4.02% to 4.58%. Largest decreases: Allkem Ltd 6.72% to 5.7%; Livent Corp 5.18% to 4.23%; Ganfeng Lithium Group Co Ltd 3.87% to 2.95%; Pilbara Minerals Ltd 8.46% to 7.69%; AMG Critical Materials NV 3.28% to 2.65%; Core Lithium Ltd 2.06% to 1.48%. New: Sociedad Quimica y Minera de Chile SA (7.06%). Gone: Zhejiang Huayou Cobalt Co Ltd (7.63%), Lake Resources NL (0.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Nov 2023 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2023-06-30 -- 3 added, 0 dropped, turnover 9.8%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>25 positions became 28: 3 added (6.97% of the fund), 0 dropped (0%). Turnover proxy 9.8%. Largest increases: Pilbara Minerals Ltd 6.81% to 8.46%; Livent Corp 4.57% to 5.18%; Allkem Ltd 6.44% to 6.72%; Shenghe Resources Holding Co Ltd 4.34% to 4.48%; Lithium Americas Corp 4.11% to 4.25%; Lynas Rare Earths Ltd 5.22% to 5.24%. Largest decreases: Liontown Resources Ltd 7.28% to 5.59%; Eramet SA 2.67% to 1.84%; Tianqi Lithium Corp 1.83% to 1.12%; AVZ Minerals Ltd 2.52% to 1.82%; China Northern Rare Earth Group High-Tech Co Ltd 7.71% to 7.02%; Tronox Holdings PLC 2.62% to 1.94%. New: Jinduicheng Molybdenum Co Ltd (2.62%), Baoji Titanium Industry Co Ltd (2.27%), Patriot Battery Metals Inc (2.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 16 Aug 2023 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2023-03-31 -- 0 added, 0 dropped, turnover 6.5%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.5%. Largest increases: Liontown Resources Ltd 3.5% to 7.28%; Sigma Lithium Corp 4.11% to 4.73%; Piedmont Lithium Inc 1.69% to 2.27%; Allkem Ltd 6.03% to 6.44%; MP Materials Corp 4.5% to 4.81%; Standard Lithium Ltd 1.22% to 1.44%. Largest decreases: AVZ Minerals Ltd 3.5% to 2.52%; Lynas Rare Earths Ltd 6.17% to 5.22%; Lake Resources NL 1.79% to 1.06%; Core Lithium Ltd 3.24% to 2.51%; Shenghe Resources Holding Co Ltd 4.83% to 4.34%; Pilbara Minerals Ltd 7.27% to 6.81%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 30 May 2023 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2022-12-31 -- 0 added, 2 dropped, turnover 5.9%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>27 positions became 25: 0 added (0% of the fund), 2 dropped (0%). Turnover proxy 5.9%. Largest increases: AMG Advanced Metallurgical Group NV 1.92% to 3.23%; Xiamen Tungsten Co Ltd 4.07% to 4.67%; Zhejiang Huayou Cobalt Co Ltd 7.32% to 7.85%; Lynas Rare Earths Ltd 5.64% to 6.17%; Ganfeng Lithium Group Co Ltd 3.91% to 4.38%; Core Lithium Ltd 2.83% to 3.24%. Largest decreases: Pilbara Minerals Ltd 8.43% to 7.27%; Allkem Ltd 6.73% to 6.03%; Piedmont Lithium Inc 2.37% to 1.69%; Livent Corp 5.59% to 4.95%; ioneer Ltd 1.83% to 1.2%; Liontown Resources Ltd 4.05% to 3.5%. Gone: Australian Strategic Materials Ltd (0%), Sierra Rutile Holdings Ltd (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Feb 2023 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2022-09-30 -- 4 added, 0 dropped, turnover 14.9%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>23 positions became 27: 4 added (8.9% of the fund), 0 dropped (0%). Turnover proxy 14.9%. Largest increases: Pilbara Minerals Ltd 6.01% to 8.43%; Livent Corp 3.87% to 5.59%; Allkem Ltd 6.09% to 6.73%; Piedmont Lithium Inc 1.85% to 2.37%; Lithium Americas Corp 4.11% to 4.49%; ioneer Ltd 1.5% to 1.83%. Largest decreases: Zhejiang Huayou Cobalt Co Ltd 10.21% to 7.32%; Shenghe Resources Holding Co Ltd 7.02% to 4.69%; Tronox Holdings PLC 4.2% to 2.58%; Ganfeng Lithium Co Ltd 5.38% to 3.91%; Eramet SA 3.39% to 2.14%; Lynas Rare Earths Ltd 6.65% to 5.64%. New: Sigma Lithium Corp (3.81%), Sayona Mining Ltd (2.72%), Tianqi Lithium Corp (2.37%), Sierra Rutile Holdings Ltd (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Nov 2022 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2022-06-30 -- 3 added, 0 dropped, turnover 16.9%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>20 positions became 23: 3 added (7.35% of the fund), 0 dropped (0%). Turnover proxy 16.9%. Largest increases: Shenghe Resources Holding Co Ltd 3.98% to 7.02%; Zhejiang Huayou Cobalt Co Ltd 7.33% to 10.21%; China Northern Rare Earth Group High-Tech Co Ltd 6.42% to 7.9%; Xiamen Tungsten Co Ltd 3.67% to 5.04%; Ganfeng Lithium Co Ltd 4.57% to 5.38%. Largest decreases: Standard Lithium Ltd 4.75% to 1.94%; AVZ Minerals Ltd 5.93% to 3.35%; AMG Advanced Metallurgical Group NV 4.96% to 2.54%; ioneer Ltd 3.16% to 1.5%; MP Materials Corp 6.03% to 4.51%; Eramet SA 4.7% to 3.39%. New: Core Lithium Ltd (3.27%), Lake Resources NL (2.23%), Piedmont Lithium Inc (1.85%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Aug 2022 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2022-03-31 -- 0 added, 0 dropped, turnover 8.5%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>20 positions became 20: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 8.5%. Largest increases: Eramet SA 2.78% to 4.7%; Lithium Americas Corp 3.61% to 5.33%; MP Materials Corp 4.5% to 6.03%; Livent Corp 3.72% to 4.42%; AMG Advanced Metallurgical Group NV 4.3% to 4.96%; AVZ Minerals Ltd 5.37% to 5.93%. Largest decreases: Pilbara Minerals Ltd 8.31% to 6.38%; Ganfeng Lithium Co Ltd 6.17% to 4.57%; ioneer Ltd 4.42% to 3.16%; Australian Strategic Materials Ltd 3.14% to 2.02%; Shenghe Resources Holding Co Ltd 4.86% to 3.98%; Iluka Resources Ltd 5.13% to 4.34%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 May 2022 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2021-12-31 -- 3 added, 4 dropped, turnover 21.5%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>21 positions became 20: 3 added (15.52% of the fund), 4 dropped (11.88%). Turnover proxy 21.5%. Largest increases: Pilbara Minerals Ltd 4.35% to 8.31%; Lynas Rare Earths Ltd 5.4% to 6.45%; Iluka Resources Ltd 4.27% to 5.13%; China Northern Rare Earth Group High-Tech Co Ltd 6.73% to 6.8%. Largest decreases: Lithium Americas Corp 5.21% to 3.61%; Tronox Holdings PLC 5.94% to 4.44%; Shenghe Resources Holding Co Ltd 5.87% to 4.86%; Liontown Resources Ltd 5.87% to 4.88%; Eramet SA 3.7% to 2.78%; Standard Lithium Ltd 5.45% to 4.53%. New: Allkem Ltd (5.73%), AVZ Minerals Ltd (5.37%), ioneer Ltd (4.42%). Gone: Orocobre Ltd (5.65%), Jinduicheng Molybdenum Co Ltd (4.1%), Toho Titanium Co Ltd (1.88%), Minerals 260 Ltd (0.25%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 17 Feb 2022 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2021-09-30 -- 3 added, 2 dropped, turnover 16.3%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>20 positions became 21: 3 added (9.37% of the fund), 2 dropped (7.46%). Turnover proxy 16.3%. Largest increases: Standard Lithium Ltd 2.76% to 5.45%; Orocobre Ltd 4.18% to 5.65%; Tronox Holdings PLC 4.72% to 5.94%; Lithium Americas Corp 4.29% to 5.21%; Livent Corp 4.2% to 4.47%; AMG Advanced Metallurgical Group NV 4.33% to 4.49%. Largest decreases: Zhejiang Huayou Cobalt Co Ltd 9.26% to 7.57%; Lynas Rare Earths Ltd 6.53% to 5.4%; Xiamen Tungsten Co Ltd 5.41% to 4.31%; Shenghe Resources Holding Co Ltd 6.78% to 5.87%; Toho Titanium Co Ltd 2.78% to 1.88%; China Northern Rare Earth Group High-Tech Co Ltd 7.57% to 6.73%. New: Liontown Resources Ltd (5.87%), Australian Strategic Materials Ltd (3.25%), Minerals 260 Ltd (0.25%). Gone: Galaxy Resources Ltd (4.15%), AXT Inc (3.31%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 22 Nov 2021 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2021-06-30 -- 1 added, 1 dropped, turnover 10.5%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>20 positions became 20: 1 added (2.76% of the fund), 1 dropped (7.23%). Turnover proxy 10.5%. Largest increases: Zhejiang Huayou Cobalt Co Ltd 7.57% to 9.26%; China Northern Rare Earth Group High-Tech Co Ltd 6.54% to 7.57%; AXT Inc 2.47% to 3.31%; Ganfeng Lithium Co Ltd 5.5% to 6.32%; MP Materials Corp 4.1% to 4.87%; Xiamen Tungsten Co Ltd 4.75% to 5.41%. Largest decreases: Galaxy Resources Ltd 5.14% to 4.15%; Orocobre Ltd 4.89% to 4.18%; Eramet SA 4.79% to 4.37%; AMG Advanced Metallurgical Group NV 4.68% to 4.33%; Pilbara Minerals Ltd 4.88% to 4.57%; Lithium Americas Corp 4.57% to 4.29%. New: Standard Lithium Ltd (2.76%). Gone: China Molybdenum Co Ltd (7.23%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Aug 2021 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2021-03-31 -- 1 added, 1 dropped, turnover 10.3%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>20 positions became 20: 1 added (4.1% of the fund), 1 dropped (2.54%). Turnover proxy 10.3%. Largest increases: Shenghe Resources Holding Co Ltd 4.92% to 6.17%; Lynas Rare Earths Ltd 5.54% to 6.59%; Galaxy Resources Ltd 4.41% to 5.14%; AMG Advanced Metallurgical Group NV 4.04% to 4.68%; Eramet SA 4.19% to 4.79%; Jinduicheng Molybdenum Co Ltd 4.1% to 4.61%. Largest decreases: China Molybdenum Co Ltd 9.65% to 7.23%; Zhejiang Huayou Cobalt Co Ltd 9.64% to 7.57%; Xiamen Tungsten Co Ltd 5.98% to 4.75%; Toho Titanium Co Ltd 3.08% to 2.2%; AXT Inc 3.02% to 2.47%; Lithium Americas Corp 4.88% to 4.57%. New: MP Materials Corp (4.1%). Gone: Jupiter Mines Ltd (2.54%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 May 2021 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2020-12-31 -- 1 added, 1 dropped, turnover 10.1%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>20 positions became 20: 1 added (3.02% of the fund), 1 dropped (3.49%). Turnover proxy 10.1%. Largest increases: China Molybdenum Co Ltd 7.71% to 9.65%; Zhejiang Huayou Cobalt Co Ltd 8.01% to 9.64%; Eramet SA 3.41% to 4.19%; Ganfeng Lithium Co Ltd 4.75% to 5.5%; Galaxy Resources Ltd 3.78% to 4.41%; Lynas Rare Earths Ltd 5% to 5.54%. Largest decreases: Lithium Americas Corp 7.03% to 4.88%; Iluka Resources Ltd 6.18% to 4.49%; Jupiter Mines Ltd 3.51% to 2.54%; China Northern Rare Earth Group High-Tech Co Ltd 6.89% to 6.34%; Shenghe Resources Holding Co Ltd 5.34% to 4.92%; Jinduicheng Molybdenum Co Ltd 4.44% to 4.1%. New: AXT Inc (3.02%). Gone: Largo Resources Ltd (3.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 10 Feb 2021 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2020-09-30 -- 1 added, 1 dropped, turnover 11.2%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>20 positions became 20: 1 added (7.03% of the fund), 1 dropped (2.68%). Turnover proxy 11.2%. Largest increases: Livent Corp 3.52% to 4.83%; Pilbara Minerals Ltd 3.37% to 4.48%; Largo Resources Ltd 2.68% to 3.49%; Galaxy Resources Ltd 3.08% to 3.78%; Orocobre Ltd 4.1% to 4.3%; Lynas Corp Ltd 4.96% to 5%. Largest decreases: Zhejiang Huayou Cobalt Co Ltd 9.81% to 8.01%; China Molybdenum Co Ltd 8.74% to 7.71%; Ganfeng Lithium Co Ltd 5.63% to 4.75%; Jupiter Mines Ltd 4.34% to 3.51%; Eramet SA 4.2% to 3.41%; AMG Advanced Metallurgical Group NV 4.29% to 3.69%. New: Lithium Americas Corp (7.03%). Gone: OSAKA Titanium Technologies Co Ltd (2.68%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Nov 2020 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2020-06-30 -- 1 added, 1 dropped, turnover 11%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>20 positions became 20: 1 added (5.63% of the fund), 1 dropped (4.44%). Turnover proxy 11%. Largest increases: Zhejiang Huayou Cobalt Co Ltd 6.71% to 9.81%; China Molybdenum Co Ltd 7.5% to 8.74%; Iluka Resources Ltd 6.09% to 6.45%; Lynas Corp Ltd 4.71% to 4.96%; AMG Advanced Metallurgical Group NV 4.08% to 4.29%; Xiamen Tungsten Co Ltd 6.23% to 6.4%. Largest decreases: Toho Titanium Co Ltd 4.9% to 3.48%; Eramet 5.36% to 4.2%; OSAKA Titanium Technologies Co Ltd 3.81% to 2.68%; Galaxy Resources Ltd 3.97% to 3.08%; Pilbara Minerals Ltd 4.02% to 3.37%; Orocobre Ltd 4.41% to 4.1%. New: Ganfeng Lithium Co Ltd (5.63%). Gone: Assore Ltd (4.44%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2020 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2020-03-31 -- 0 added, 0 dropped, turnover 4.8%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>20 positions became 20: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.8%. Largest increases: Toho Titanium Co Ltd 3.88% to 4.9%; Galaxy Resources Ltd 3.12% to 3.97%; Xiamen Tungsten Co Ltd 5.45% to 6.23%; Eramet 4.59% to 5.36%; Largo Resources Ltd 2.4% to 2.88%; OSAKA Titanium Technologies Co Ltd 3.43% to 3.81%. Largest decreases: Zhejiang Huayou Cobalt Co Ltd 8.5% to 6.71%; China Molybdenum Co Ltd 8.71% to 7.5%; Livent Corp 4.1% to 3.61%; AMG Advanced Metallurgical Group NV 4.5% to 4.08%; China Northern Rare Earth Group High-Tech Co Ltd 7.92% to 7.53%; Pilbara Minerals Ltd 4.34% to 4.02%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 22 May 2020 12:00:00 GMT</pubDate></item><item><title>REMX: filing for 2019-12-31 -- 2 added, 3 dropped, turnover 13.1%</title><link>https://themulden.com/funds/remx/</link><guid isPermaLink="true">https://themulden.com/funds/remx/</guid><description>21 positions became 20: 2 added (9.39% of the fund), 3 dropped (6.47%). Turnover proxy 13.1%. Largest increases: Zhejiang Huayou Cobalt Co Ltd 7% to 8.5%; Eramet 3.87% to 4.59%; China Molybdenum Co Ltd 8.04% to 8.71%; China Northern Rare Earth Group High-Tech Co Ltd 7.56% to 7.92%; Assore Ltd 4.21% to 4.42%; Tronox Holdings PLC 4.13% to 4.27%. Largest decreases: Largo Resources Ltd 4.16% to 2.4%; OSAKA Titanium Technologies Co Ltd 4.78% to 3.43%; Galaxy Resources Ltd 3.95% to 3.12%; Lynas Corp Ltd 5.37% to 4.55%; Iluka Resources Ltd 6.52% to 6%; Livent Corp 4.46% to 4.1%. New: Jinduicheng Molybdenum Co Ltd (5.07%), Jupiter Mines Ltd (4.32%). Gone: Cobalt 27 Capital Corp (3.21%), Cia Ferro Ligas da Bahia - FER (2.67%), Bushveld Minerals Ltd (0.59%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 18 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>