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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 Nucor NUE $56.7B	733	+6	+0.8%	$14.4B
2	2 Freeport-McMoran FCX $95.8B	675	-43	-6%	$11.8B
3	3 Steel Dynamics STLD $33.9B	451	+33	+8%	$7.31B
4	4 Barrick Mining B $64.8B	438	-10	-2%	$10.4B
5	5 Alcoa AA $10.4B	391	-20	-5%	$4.92B
6	6 DELISTED US Steel X	337	-30	-8%	$2.49B
7	7 Rio Tinto RIO $145B	325	-3	-0.9%	$4B
8	8 BHP BHP $206B	323	-21	-6%	$1.81B
9	9 Vale VALE $55.5B	282	+12	+4%	$4.31B
10	10 Teck Resources TECK $31.2B	266	-16	-6%	$4.73B
11	11 Cleveland-Cliffs CLF $6.73B	247	-26	-10%	$1.2B
12	12 Southern Copper SCCO $164B	226	-15	-6%	$1.61B
13	13 Commercial Metals CMC $7.21B	207	-13	-6%	$2.06B
14	14 Carpenter Technology CRS $18.2B	197	0	0%	$1.65B
15	15 Kaiser Aluminum KALU $2.4B	187	-9	-5%	$1.52B
16	16 ArcelorMittal MT $46.7B	168	-22	-12%	$784M
17	17 Metallus MTUS $845M	167	-18	-10%	$519M
18	18 SunCoke Energy SXC $860M	167	-11	-6%	$634M
19	19 Tenaris TS $28.8B	165	-22	-12%	$2.94B
20	20 AZZ Inc AZZ $4.01B	160	+1	+0.6%	$1.26B
21	21 POSCO PKX $16.4B	158	-12	-7%	$1.04B
22	TRQ 22 DELISTED Turquoise Hill Resources Ltd TRQ	156	-4	-3%	$1.78B
23	23 Century Aluminum CENX $3.25B	153	+5	+3%	$914M
24	24 DELISTED Radius Recycling RDUS	145	-7	-5%	$578M
25	25 Gerdau GGB $9.95B	138	+13	+10%	$623M