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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 $58.3B	763	-63	-8%	$13.1B
2	2 Freeport-McMoran FCX $100B	693	-50	-7%	$12.3B
3	3 Barrick Mining B $64B	496	-17	-3%	$16.9B
4	4 Steel Dynamics STLD $34.8B	451	-45	-9%	$5.47B
5	5 Rio Tinto RIO $148B	427	+21	+5%	$6.49B
6	6 BHP BHP $212B	412	+5	+1%	$3.55B
7	7 Alcoa AA $10.6B	336	-44	-12%	$3.64B
8	8 DELISTED US Steel X	335	-27	-7%	$1.62B
9	9 Vale VALE $56.2B	308	-22	-7%	$13.1B
10	10 Southern Copper SCCO $169B	298	+3	+1%	$2.01B
11	11 Cleveland-Cliffs CLF $7.18B	294	-9	-3%	$2.39B
12	12 Teck Resources TECK $31.8B	277	-21	-7%	$7.1B
13	13 Commercial Metals CMC $7.22B	229	+12	+6%	$2.02B
14	14 Carpenter Technology CRS $18.8B	228	-5	-2%	$2.14B
15	15 Kaiser Aluminum KALU $2.42B	198	-16	-7%	$1.56B
16	16 SunCoke Energy SXC $860M	194	-6	-3%	$660M
17	17 GrafTech EAF $202M	178	+15	+9%	$3.45B
18	18 AZZ Inc AZZ $4.14B	167	-10	-6%	$1.07B
19	19 DELISTED Radius Recycling RDUS	162	-5	-3%	$615M
20	20 Tenaris TS $29.4B	160	0	0%	$2.19B
21	21 Metallus MTUS $857M	158	+6	+4%	$257M
22	22 POSCO PKX $17.2B	157	-15	-9%	$841M
23	23 Constellium CSTM $3.44B	149	0	0%	$1.1B
24	TRQ 24 DELISTED Turquoise Hill Resources Ltd TRQ	148	-18	-11%	$989M
25	25 Century Aluminum CENX $3.29B	147	-2	-1%	$333M