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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 $99.4B	939	-28	-3%	$24.5B
2	2 Nucor NUE $57.5B	577	-14	-2%	$12.5B
3	3 Alcoa AA $10.6B	567	+29	+5%	$10.1B
4	4 Barrick Mining B $65.9B	463	-4	-0.9%	$11.8B
5	5 BHP BHP $209B	446	-10	-2%	$4.95B
6	6 Cleveland-Cliffs CLF $6.9B	363	-48	-12%	$2.41B
7	7 Vale VALE $55.5B	343	-12	-3%	$7.12B
8	8 DELISTED US Steel X	310	-11	-3%	$3.12B
9	9 Rio Tinto RIO $146B	302	-5	-2%	$5.67B
10	10 Southern Copper SCCO $169B	297	-23	-7%	$3.01B
11	11 Steel Dynamics STLD $34.4B	255	+9	+4%	$2.89B
12	12 Teck Resources TECK $31.9B	229	+3	+1%	$5.15B
13	13 Carpenter Technology CRS $18.5B	211	-3	-1%	$3.19B
14	14 Commercial Metals CMC $7.25B	195	+3	+2%	$1.85B
15	15 SunCoke Energy SXC $861M	192	-5	-3%	$1.43B
16	16 Kaiser Aluminum KALU $2.41B	169	+7	+4%	$2.25B
17	17 Gerdau GGB $10.1B	165	-7	-4%	$1.4B
18	18 Tenaris TS $28.9B	161	-5	-3%	$5.5B
19	19 AZZ Inc AZZ $3.98B	157	-13	-8%	$999M
20	20 Constellium CSTM $3.43B	151	+61	+68%	$2.47B
21	21 ArcelorMittal MT $47.6B	150	-3	-2%	$819M
22	22 POSCO PKX $16.6B	140	-11	-7%	$1.6B
23	23 DELISTED Radius Recycling RDUS	131	+8	+7%	$714M
24	TRQ 24 DELISTED Turquoise Hill Resources Ltd TRQ	129	+4	+3%	$2.29B
25	25 Century Aluminum CENX $3.35B	124	+11	+10%	$626M