← All themes

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 $57.8B	800	+32	+4%	$15.4B
2	2 Freeport-McMoran FCX $101B	787	+56	+8%	$18.3B
3	3 Steel Dynamics STLD $34.5B	506	+17	+3%	$8.87B
4	4 Barrick Mining B $66.7B	468	-13	-3%	$7.81B
5	5 Alcoa AA $10.7B	459	-9	-2%	$7.06B
6	6 DELISTED US Steel X	424	+34	+9%	$4.51B
7	7 Rio Tinto RIO $147B	390	+18	+5%	$4.87B
8	8 BHP BHP $211B	378	+3	+0.8%	$2.49B
9	9 Vale VALE $55.4B	342	+6	+2%	$12.9B
10	10 Teck Resources TECK $32.3B	328	+31	+10%	$8.25B
11	11 Southern Copper SCCO $170B	300	+25	+9%	$3.14B
12	12 Cleveland-Cliffs CLF $6.93B	259	-6	-2%	$1.35B
13	13 Commercial Metals CMC $7.23B	246	+11	+5%	$2.17B
14	14 Carpenter Technology CRS $18.9B	241	+11	+5%	$2.02B
15	15 SunCoke Energy SXC $864M	207	+15	+8%	$636M
16	16 Kaiser Aluminum KALU $2.43B	203	0	0%	$1.76B
17	17 ArcelorMittal MT $47.8B	201	+6	+3%	$1.59B
18	18 POSCO PKX $16.7B	196	-1	-0.5%	$1.38B
19	19 Tenaris TS $28.9B	186	+9	+5%	$2.92B
20	20 DELISTED Radius Recycling RDUS	179	+8	+5%	$805M
21	21 Metallus MTUS $846M	168	-2	-1%	$514M
22	22 Century Aluminum CENX $3.39B	164	+16	+11%	$852M
23	TRQ 23 DELISTED Turquoise Hill Resources Ltd TRQ	161	-2	-1%	$2.19B
24	24 Constellium CSTM $3.45B	150	+2	+1%	$958M
25	25 AZZ Inc AZZ $3.92B	148	-8	-5%	$1.09B