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Copper & Industrial Metals

Copper carries electricity, so demand rises with every grid, data center, and electric vehicle built. Supply comes from a small number of very large mines with long lead times and steadily falling ore grades.

79 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Freeport-McMoran FCX $99.1B	854	+854	–	$20B
2	2 Nucor NUE $57.5B	534	+534	–	$10.7B
3	3 Alcoa AA $10.6B	506	+506	–	$6.96B
4	4 Barrick Mining B $66B	441	+441	–	$8.51B
5	5 BHP BHP $209B	440	+440	–	$3.68B
6	6 Cleveland-Cliffs CLF $6.9B	343	+343	–	$1.96B
7	7 Vale VALE $55.2B	331	+331	–	$5.98B
8	8 Southern Copper SCCO $168B	310	+310	–	$2.85B
9	9 Rio Tinto RIO $146B	287	+287	–	$3.74B
10	10 DELISTED US Steel X	270	+270	–	$1.5B
11	11 Steel Dynamics STLD $34.4B	235	+235	–	$2.38B
12	12 Teck Resources TECK $31.9B	226	+226	–	$4.64B
13	13 Carpenter Technology CRS $18.5B	199	+199	–	$2.04B
14	14 Commercial Metals CMC $7.25B	183	+183	–	$1.44B
15	15 SunCoke Energy SXC $856M	176	+176	–	$838M
16	16 AZZ Inc AZZ $3.97B	171	+171	–	$782M
17	17 Kaiser Aluminum KALU $2.41B	168	+168	–	$1.25B
18	18 Tenaris TS $28.9B	150	+150	–	$5.7B
19	19 ArcelorMittal MT $47.5B	133	+133	–	$636M
20	20 DELISTED Radius Recycling RDUS	133	+133	–	$558M
21	21 POSCO PKX $16.6B	132	+132	–	$1.92B
22	TRQ 22 DELISTED Turquoise Hill Resources Ltd TRQ	129	+129	–	$2.02B
23	23 Gerdau GGB $9.97B	125	+125	–	$1.1B
24	24 Century Aluminum CENX $3.34B	118	+118	–	$425M
25	25 McEwen Inc MUX $965M	111	+111	–	$167M