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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 $99.5B	658	+14	+2%	$10.5B
2	2 Nucor NUE $57.7B	641	-21	-3%	$12.6B
3	3 Alcoa AA $10.6B	520	-91	-15%	$13.9B
4	4 Barrick Mining B $65.7B	459	-11	-2%	$12.1B
5	5 Steel Dynamics STLD $34.5B	361	-15	-4%	$5.01B
6	6 BHP BHP $209B	318	+9	+3%	$1.66B
7	7 DELISTED US Steel X	302	+34	+13%	$2.45B
8	8 Rio Tinto RIO $146B	282	+5	+2%	$3.04B
9	9 Vale VALE $55.6B	259	+24	+10%	$2.34B
10	10 Teck Resources TECK $32B	240	+16	+7%	$4.79B
11	11 Commercial Metals CMC $7.27B	236	-2	-0.8%	$1.68B
12	12 Southern Copper SCCO $169B	218	-11	-5%	$1.1B
13	13 Cleveland-Cliffs CLF $6.92B	210	+19	+10%	$777M
14	14 Carpenter Technology CRS $18.6B	208	+6	+3%	$1.88B
15	15 Kaiser Aluminum KALU $2.42B	205	+1	+0.5%	$1.54B
16	16 AZZ Inc AZZ $4.01B	186	+4	+2%	$1.45B
17	17 ArcelorMittal MT $47.7B	179	+14	+8%	$701M
18	18 SunCoke Energy SXC $864M	174	-6	-3%	$434M
19	19 Metallus MTUS $852M	166	-19	-10%	$301M
20	20 Tenaris TS $28.9B	157	+1	+0.6%	$2.7B
21	21 POSCO PKX $16.6B	151	-5	-3%	$973M
22	22 DELISTED Radius Recycling RDUS	150	-12	-7%	$501M
23	TRQ 23 DELISTED Turquoise Hill Resources Ltd TRQ	149	-9	-6%	$1.84B
24	24 Century Aluminum CENX $3.34B	140	-12	-8%	$359M
25	25 Ternium TX $11.3B	132	+13	+11%	$883M