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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 $100B	701	-17	-2%	$6.13B
2	2 Alcoa AA $10.6B	614	+19	+3%	$9.1B
3	3 Nucor NUE $58.3B	604	+3	+0.5%	$10.2B
4	4 Barrick Mining B $64B	415	+3	+0.7%	$4.56B
5	5 Steel Dynamics STLD $34.8B	314	+17	+6%	$3.48B
6	6 BHP BHP $212B	303	-51	-14%	$1.3B
7	7 DELISTED US Steel X	257	-24	-9%	$865M
8	8 Rio Tinto RIO $148B	256	-26	-9%	$2.78B
9	9 Commercial Metals CMC $7.22B	250	+13	+5%	$1.3B
10	10 Southern Copper SCCO $169B	245	+4	+2%	$1.66B
11	11 Vale VALE $56.2B	241	-24	-9%	$1.77B
12	12 Teck Resources TECK $31.8B	201	-16	-7%	$1.1B
13	13 Carpenter Technology CRS $18.8B	196	-11	-5%	$1.34B
14	14 Kaiser Aluminum KALU $2.42B	196	0	0%	$1.47B
15	15 Cleveland-Cliffs CLF $7.18B	190	-9	-5%	$124M
16	16 AZZ Inc AZZ $4.14B	172	+12	+8%	$1.23B
17	17 Metallus MTUS $857M	165	-5	-3%	$232M
18	18 SunCoke Energy SXC $860M	162	-21	-11%	$196M
19	19 Century Aluminum CENX $3.29B	149	-6	-4%	$234M
20	TRQ 20 DELISTED Turquoise Hill Resources Ltd TRQ	144	0	0%	$1.5B
21	21 DELISTED Radius Recycling RDUS	140	+6	+4%	$332M
22	22 Tenaris TS $29.4B	137	-9	-6%	$2.46B
23	23 ArcelorMittal MT $47B	134	0	0%	$336M
24	24 Gerdau GGB $10.1B	125	-5	-4%	$289M
25	25 POSCO PKX $17.2B	123	-15	-11%	$759M