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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 $99.6B	903	+49	+6%	$24.5B
2	2 Nucor NUE $57.3B	567	+33	+6%	$12.2B
3	3 Alcoa AA $10.6B	496	-10	-2%	$7.43B
4	4 BHP BHP $210B	440	0	0%	$4.14B
5	5 Barrick Mining B $65.8B	425	-16	-4%	$9.87B
6	6 Cleveland-Cliffs CLF $6.88B	353	+10	+3%	$2.52B
7	7 Vale VALE $55.5B	345	+14	+4%	$6.9B
8	8 Southern Copper SCCO $169B	308	-2	-0.6%	$2.71B
9	9 Rio Tinto RIO $146B	291	+4	+1%	$4.49B
10	10 DELISTED US Steel X	276	+6	+2%	$1.98B
11	11 Steel Dynamics STLD $34.3B	241	+6	+3%	$2.73B
12	12 Teck Resources TECK $31.9B	218	-8	-4%	$5.98B
13	13 Carpenter Technology CRS $18.5B	212	+13	+7%	$2.73B
14	14 SunCoke Energy SXC $860M	187	+11	+6%	$1B
15	15 Commercial Metals CMC $7.2B	180	-3	-2%	$1.66B
16	16 Kaiser Aluminum KALU $2.42B	178	+10	+6%	$1.5B
17	17 AZZ Inc AZZ $4B	171	0	0%	$888M
18	18 Tenaris TS $28.9B	170	+20	+13%	$7.07B
19	19 Gerdau GGB $10.1B	149	+24	+19%	$1.52B
20	20 ArcelorMittal MT $47.6B	137	+4	+3%	$674M
21	21 POSCO PKX $16.6B	137	+5	+4%	$1.84B
22	22 DELISTED Radius Recycling RDUS	126	-7	-5%	$650M
23	TRQ 23 DELISTED Turquoise Hill Resources Ltd TRQ	124	-5	-4%	$1.63B
24	24 Century Aluminum CENX $3.37B	113	-5	-4%	$377M
25	25 McEwen Inc MUX $967M	99	-12	-11%	$251M