ALM+119.19%16.0%
600549.SHG+58.16%13.0%
000657.SHE+201.17%11.0%
EQR.AU+1344.70%10.0%
002378.SHE+81.42%9.0%
002842.SHE+204.03%7.0%
FWZ.V-6.07%7.0%
ELMT+23.62%6.0%
GMET.LSE+18.23%6.0%
TGN.AU+201.90%5.0%
KMT+58.76%4.0%
3993.HK-4.56%3.0%
TUNG.V-23.89%3.0%
As of Oct 2, 2026, 9:55 PM ET
Atoms Bits Long '26: Tungsten Supply Chain Constituents
Almonty Industries Inc.ALM | 16.0% | 1.67% | -6.06% | -23.80% | 2.28% | 53.01% | -26.70% | 2.28% | 119.19% | — | — | $3.80B |
Xiamen Tungsten Co., Ltd.600549.SHG | 13.0% | 0.00% | -10.68% | -11.59% | 0.00% | 12.03% | -35.69% | 144.52% | 58.16% | 120.69% | 84.90% | $10.44B |
China Tungsten And Hightech Materals Co.,Ltd000657.SHE | 11.0% | 0.00% | -12.56% | -11.57% | 0.00% | 98.95% | -18.35% | 475.44% | 201.17% | 472.21% | 530.46% | $17.92B |
EQ Resources LimitedEQR.AU | 10.0% | -10.11% | -16.20% | 0.40% | -10.11% | 400.46% | 39.09% | 973.47% | 1344.70% | 600.48% | 489.12% | $1.43B |
Chongyi Zhangyuan Tungsten Co., Ltd. Class A002378.SHE | 9.0% | 0.00% | -10.54% | -12.14% | 0.00% | 55.88% | -46.60% | 231.02% | 81.42% | 225.27% | 212.43% | $3.79B |
Fireweed Metals Corp.FWZ.V | 7.0% | 1.42% | -14.33% | -19.35% | 1.42% | 1.51% | -37.00% | 77.13% | -6.07% | 89.52% | 187.41% | $453.8M |
Guangdong Xianglu Tungsten Co., Ltd.002842.SHE | 7.0% | 0.00% | -10.75% | -10.37% | 0.00% | 122.90% | -23.94% | 362.01% | 204.03% | 422.63% | 219.39% | $1.50B |
Elmet Group Co.ELMT | 6.0% | 8.75% | 6.34% | 39.60% | 8.80% | 23.62% | 23.62% | 23.62% | 23.62% | 23.56% | 23.56% | $663.5M |
Guardian Metal Resources PLCGMET.LSE | 6.0% | -1.85% | -19.35% | -20.38% | -1.85% | -8.28% | -53.86% | 208.13% | 18.23% | 394.95% | 1491.17% | $341.8M |
Tungsten Mining NLTGN.AU | 5.0% | -3.92% | -26.56% | -16.93% | -3.92% | 15.65% | -14.80% | 196.24% | 201.90% | 352.44% | 73.74% | $237.6M |
Kennametal Inc.KMT | 4.0% | 2.94% | 12.28% | 12.85% | 4.94% | 18.95% | -16.51% | 58.20% | 58.76% | 37.48% | 7.21% | $2.48B |
American Tungsten Corp.TUNG.V | 3.0% | 0.56% | -22.02% | -3.19% | 0.56% | -25.21% | -25.66% | -22.46% | -23.89% | -26.31% | -31.23% | $79.7M |
CMOC Group Limited3993.HK | 3.0% | -1.39% | -5.01% | -7.08% | -1.39% | -21.67% | -37.28% | 147.54% | -4.56% | 100.16% | 244.79% | $40.71B |
| Theme return | — | -0.33% | -10.49% | -8.86% | -0.23% | 79.76% | -13.92% | 322.89% | 172.48% | 351.17% | 470.65% | — |
| Average | 7.7% | -0.15% | -10.42% | -6.43% | 0.06% | 57.52% | -21.05% | 221.32% | 175.13% | 234.42% | 294.41% | $6.45B |
| Median | 7.0% | 0.00% | -10.75% | -11.57% | 0.00% | 18.95% | -25.66% | 147.54% | 58.76% | 172.98% | 199.92% | $1.50B |
| Std Dev | 3.8% | 4.05% | 10.28% | 16.23% | 4.23% | 107.65% | 25.12% | 256.64% | 346.58% | 197.68% | 398.60% | $11.05B |
| Min | 3.0% | -10.11% | -26.56% | -23.80% | -10.11% | -25.21% | -53.86% | -22.46% | -23.89% | -26.31% | -31.23% | $79.7M |
| Max | 16.0% | 8.75% | 12.28% | 39.60% | 8.80% | 400.46% | 39.09% | 973.47% | 1344.70% | 600.48% | 1491.17% | $40.71B |
| % Positive Tickers | 38.46% | 15.38% | 23.08% | 38.46% | 76.92% | 15.38% | 92.31% | 76.92% | 91.67% | 91.67% |
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