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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 $57.6B	799	-16	-2%	$12.4B
2	2 Freeport-McMoran FCX $99.9B	766	+12	+2%	$10.6B
3	3 Steel Dynamics STLD $34.3B	492	-25	-5%	$5.52B
4	4 Barrick Mining B $66.4B	461	+27	+6%	$9.95B
5	5 BHP BHP $210B	391	+10	+3%	$3.07B
6	6 Rio Tinto RIO $146B	389	-2	-0.5%	$4.88B
7	7 Alcoa AA $10.6B	384	-44	-10%	$4.22B
8	8 Vale VALE $55.4B	362	+13	+4%	$13.6B
9	9 DELISTED US Steel X	358	-46	-11%	$2.21B
10	10 Southern Copper SCCO $170B	297	+13	+5%	$1.72B
11	11 Teck Resources TECK $32B	290	-14	-5%	$6.89B
12	12 Cleveland-Cliffs CLF $6.91B	278	-1	-0.4%	$1.66B
13	13 Commercial Metals CMC $7.28B	238	-1	-0.4%	$1.68B
14	14 Carpenter Technology CRS $18.7B	233	-17	-7%	$1.6B
15	15 Kaiser Aluminum KALU $2.42B	197	-9	-4%	$1.44B
16	16 SunCoke Energy SXC $861M	191	-7	-4%	$498M
17	17 POSCO PKX $16.6B	178	-9	-5%	$943M
18	TRQ 18 DELISTED Turquoise Hill Resources Ltd TRQ	176	+14	+9%	$1.19B
19	19 ArcelorMittal MT $47.7B	174	-18	-9%	$646M
20	20 AZZ Inc AZZ $3.92B	171	-1	-0.6%	$941M
21	21 Tenaris TS $29B	171	-5	-3%	$1.85B
22	22 DELISTED Radius Recycling RDUS	170	-5	-3%	$504M
23	23 Century Aluminum CENX $3.36B	157	+2	+1%	$360M
24	24 GrafTech EAF $186M	156	+9	+6%	$3.38B
25	25 Metallus MTUS $845M	151	+5	+3%	$299M