ALB+19.24%7.7%
COPX+42.37%7.7%
ELV.AU+45.07%7.7%
FCX+85.19%7.7%
FNV+9.11%7.7%
FRO+137.07%7.7%
GLEN.LSE+61.54%7.7%
KGH.WAR+88.84%7.7%
LYC.AU-22.54%7.7%
MP-33.91%7.7%
SCCO+72.84%7.7%
SQM+44.60%7.7%
TMC-46.21%7.7%
As of Oct 2, 2026, 9:55 PM ET
Fiscal Spend '25: Resource Nationalism Constituents
Albemarle CorporationALB | 7.7% | -0.42% | -10.56% | -24.16% | -0.53% | -26.14% | -41.53% | 44.60% | 19.24% | 11.34% | -50.65% | $12.33B |
Elevra Lithium LimitedELV.AU | 7.7% | -1.33% | -18.08% | -39.91% | -1.33% | -33.09% | -38.19% | 60.55% | 45.07% | 48.20% | 39.69% | $692.1M |
Franco-Nevada CorporationFNV | 7.7% | 1.49% | -11.17% | -8.60% | 0.67% | 14.51% | -15.41% | 51.18% | 9.11% | 97.71% | 94.70% | $46.15B |
Freeport-McMoRan Inc.FCX | 7.7% | 3.95% | -3.53% | -2.98% | 3.53% | 41.22% | 5.35% | 89.90% | 85.19% | 47.39% | 133.36% | $103.56B |
Frontline PlcFRO | 7.7% | 2.33% | 11.37% | 17.50% | 3.55% | 144.59% | 40.63% | 269.39% | 137.07% | 128.41% | 654.05% | $11.74B |
Glencore plcGLEN.LSE | 7.7% | 2.95% | 1.77% | -8.00% | 2.95% | 35.26% | 2.87% | 100.81% | 61.54% | 31.96% | 56.62% | $86.97B |
Global X - Copper Miners ETFCOPX | 7.7% | 3.01% | -6.03% | -5.95% | 1.38% | 17.77% | -11.65% | 122.53% | 42.37% | 91.86% | 178.20% | $7.96B |
KGHM Polska Miedz S.A.KGH.WAR | 7.7% | 4.39% | -4.74% | -5.39% | 4.39% | 11.42% | -7.32% | 162.12% | 88.84% | 111.66% | 128.78% | $17.21B |
Lynas Rare Earths LimitedLYC.AU | 7.7% | 2.45% | -13.06% | -17.24% | 2.45% | 8.10% | -33.57% | 108.01% | -22.54% | 70.60% | 90.73% | $9.05B |
MP Materials Corp.MP | 7.7% | 1.91% | -8.11% | -14.26% | 1.76% | -7.17% | -20.33% | 86.41% | -33.91% | 176.95% | 47.29% | $8.36B |
Sociedad QuÃmica y Minera de Chile S.A.SQM | 7.7% | 0.62% | -8.08% | -20.48% | 0.62% | -6.22% | -15.44% | 62.23% | 44.60% | 59.55% | 44.90% | $18.43B |
Southern Copper CorporationSCCO | 7.7% | 3.17% | -1.14% | -0.23% | 2.29% | 48.73% | -3.54% | 137.99% | 72.84% | 101.78% | 377.54% | $171.49B |
TMC the metals company inc.TMC | 7.7% | 0.80% | -13.15% | -16.56% | 1.86% | -37.93% | -38.92% | 97.42% | -46.21% | 257.55% | -27.12% | $1.64B |
| Theme return | — | 1.95% | -6.50% | -11.76% | 1.85% | 17.48% | -11.39% | 140.37% | 42.53% | 127.91% | 205.69% | — |
| Average | 7.7% | 1.95% | -6.50% | -11.25% | 1.81% | 16.23% | -13.62% | 107.16% | 38.71% | 95.00% | 136.01% | $38.12B |
| Median | 7.7% | 2.33% | -8.08% | -8.60% | 1.86% | 11.42% | -15.41% | 97.42% | 44.60% | 91.86% | 90.73% | $12.33B |
| Std Dev | 0.0% | 1.61% | 7.30% | 13.13% | 1.59% | 45.43% | 21.83% | 57.26% | 50.85% | 63.17% | 180.92% | $49.67B |
| Min | 7.7% | -1.33% | -18.08% | -39.91% | -1.33% | -37.93% | -41.53% | 44.60% | -46.21% | 11.34% | -50.65% | $692.1M |
| Max | 7.7% | 4.39% | 11.37% | 17.50% | 4.39% | 144.59% | 40.63% | 269.39% | 137.07% | 257.55% | 654.05% | $171.49B |
| % Positive Tickers | 84.62% | 15.38% | 7.69% | 84.62% | 61.54% | 23.08% | 100.00% | 76.92% | 100.00% | 84.62% |
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