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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 Freeport-McMoran FCX $101B	694	+29	+4%	$11.9B
2	2 Nucor NUE $58.7B	662	-5	-0.7%	$9.66B
3	3 Barrick Mining B $66.5B	624	+46	+8%	$30.3B
4	4 Rio Tinto RIO $148B	417	+27	+7%	$5.47B
5	5 Steel Dynamics STLD $34.9B	409	-5	-1%	$4.58B
6	6 BHP BHP $213B	365	+4	+1%	$3.34B
7	7 Alcoa AA $11.3B	319	-1	-0.3%	$1.56B
8	8 Cleveland-Cliffs CLF $7.02B	313	-8	-2%	$1.51B
9	9 Vale VALE $56.1B	312	+3	+1%	$9.88B
10	10 DELISTED US Steel X	305	-3	-1%	$967M
11	11 Southern Copper SCCO $171B	295	+12	+4%	$2.17B
12	ARNC 12 DELISTED Arconic Corporation ARNC	273	+273	–	$1.37B
13	13 Commercial Metals CMC $7.32B	263	+12	+5%	$2.17B
14	14 Teck Resources TECK $32.1B	232	-3	-1%	$2.6B
15	15 Carpenter Technology CRS $18.7B	199	+11	+6%	$1.02B
16	16 AZZ Inc AZZ $3.89B	178	+19	+12%	$802M
17	17 GrafTech EAF $188M	175	-10	-5%	$2.13B
18	18 Kaiser Aluminum KALU $2.44B	172	-8	-4%	$1.15B
19	19 SunCoke Energy SXC $878M	151	-19	-11%	$206M
20	20 ArcelorMittal MT $47.6B	137	+20	+17%	$557M
21	21 POSCO PKX $16.8B	135	-1	-0.7%	$403M
22	22 Constellium CSTM $3.5B	134	-4	-3%	$892M
23	23 DELISTED Radius Recycling RDUS	131	-15	-10%	$395M
24	24 Tenaris TS $30B	131	0	0%	$918M
25	25 Metallus MTUS $860M	130	-7	-5%	$109M