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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 $57.7B	768	+65	+9%	$16.2B
2	2 Freeport-McMoran FCX $99.4B	731	+22	+3%	$19.4B
3	3 Steel Dynamics STLD $34.5B	489	+49	+11%	$8.68B
4	4 Barrick Mining B $65.6B	481	+29	+6%	$8.98B
5	5 Alcoa AA $10.6B	468	+56	+14%	$8.67B
6	6 DELISTED US Steel X	390	+47	+14%	$4.24B
7	7 BHP BHP $209B	375	+37	+11%	$2.5B
8	8 Rio Tinto RIO $146B	372	+35	+10%	$5.14B
9	9 Vale VALE $55.6B	336	+38	+13%	$12.2B
10	10 Teck Resources TECK $31.9B	297	+22	+8%	$8.09B
11	11 Southern Copper SCCO $169B	275	+38	+16%	$2.57B
12	12 Cleveland-Cliffs CLF $6.93B	265	+23	+10%	$1.3B
13	13 Commercial Metals CMC $7.32B	235	+35	+18%	$2.2B
14	14 Carpenter Technology CRS $18.6B	230	+34	+17%	$2.35B
15	15 Kaiser Aluminum KALU $2.42B	203	+11	+6%	$1.87B
16	16 POSCO PKX $16.6B	197	+26	+15%	$1.33B
17	17 ArcelorMittal MT $47.7B	195	+29	+17%	$1.6B
18	18 SunCoke Energy SXC $863M	192	+30	+19%	$689M
19	19 Tenaris TS $29B	177	+8	+5%	$2.43B
20	20 DELISTED Radius Recycling RDUS	171	+9	+6%	$831M
21	21 Metallus MTUS $851M	170	-1	-0.6%	$507M
22	TRQ 22 DELISTED Turquoise Hill Resources Ltd TRQ	163	+5	+3%	$2.33B
23	23 AZZ Inc AZZ $4.01B	156	+3	+2%	$1.23B
24	24 Century Aluminum CENX $3.34B	148	-14	-9%	$1.12B
25	25 Constellium CSTM $3.46B	148	+12	+9%	$937M