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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 $99.3B	714	+56	+9%	$13.4B
2	2 Nucor NUE $57.7B	714	+73	+11%	$15.1B
3	3 Barrick Mining B $66B	459	0	0%	$10.3B
4	4 Steel Dynamics STLD $34.5B	422	+61	+17%	$7.52B
5	5 Alcoa AA $10.6B	385	-135	-26%	$2.99B
6	6 BHP BHP $209B	345	+27	+8%	$1.76B
7	7 DELISTED US Steel X	335	+33	+11%	$4.2B
8	8 Rio Tinto RIO $146B	303	+21	+7%	$3.55B
9	9 Teck Resources TECK $31.9B	273	+33	+14%	$5.26B
10	10 Vale VALE $55.4B	270	+11	+4%	$3.35B
11	11 Southern Copper SCCO $169B	244	+26	+12%	$1.51B
12	12 Commercial Metals CMC $7.27B	236	0	0%	$2.24B
13	13 Cleveland-Cliffs CLF $6.91B	220	+10	+5%	$1.08B
14	14 SunCoke Energy SXC $860M	197	+23	+13%	$662M
15	15 Kaiser Aluminum KALU $2.42B	195	-10	-5%	$1.33B
16	16 Carpenter Technology CRS $18.5B	192	-16	-8%	$1.64B
17	17 Metallus MTUS $849M	184	+18	+11%	$477M
18	18 ArcelorMittal MT $47.5B	182	+3	+2%	$712M
19	19 AZZ Inc AZZ $3.99B	181	-5	-3%	$1.46B
20	20 DELISTED Radius Recycling RDUS	169	+19	+13%	$607M
21	21 Tenaris TS $28.9B	165	+8	+5%	$3.69B
22	22 POSCO PKX $16.6B	159	+8	+5%	$947M
23	TRQ 23 DELISTED Turquoise Hill Resources Ltd TRQ	153	+4	+3%	$1.98B
24	24 Century Aluminum CENX $3.35B	150	+10	+7%	$482M
25	25 Gerdau GGB $10B	137	+6	+5%	$637M