MP-29.03%17.0%
USAR+27.58%14.0%
ALOY+31.08%11.0%
NEO.TO+128.01%10.0%
UUUU+28.51%10.0%
MKA.LSE+14.09%8.0%
LYC.AU+43.21%7.0%
ASM.AU+101.03%5.0%
4063.T+32.46%4.0%
5471.T+84.24%3.0%
ARU.AU+13.64%3.0%
ILU.AU+24.97%3.0%
UCU.V+22.68%3.0%
5486.T—2.0%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '26: Domestic Magnet Supply Chain Constituents
MP Materials Corp.MP | 17.0% | 0.93% | 16.00% | -9.62% | 15.81% | -5.17% | -18.62% | 90.42% | -29.03% | $8.53B |
USA Rare Earth IncUSAR | 14.0% | -0.67% | 21.27% | -11.32% | 14.78% | 44.20% | -9.21% | 150.51% | 27.58% | $1.66B |
REalloys Inc.ALOY | 11.0% | -11.09% | 38.08% | -23.86% | 10.48% | 19.83% | -47.45% | 177.94% | 31.08% | $661.8M |
Energy Fuels Inc.UUUU | 10.0% | -3.27% | 10.09% | -9.66% | 8.74% | -14.44% | -41.65% | 229.97% | 28.51% | $3.11B |
Neo Performance Materials Inc.NEO.TO | 10.0% | 11.86% | 5.73% | 12.79% | 21.81% | 152.95% | 41.09% | 368.13% | 128.01% | $1.20B |
Mkango Resources Ltd.MKA.LSE | 8.0% | 5.53% | 3.36% | -1.18% | 1.59% | -13.65% | -28.37% | 196.22% | 14.09% | $209.1M |
Lynas Rare Earths LimitedLYC.AU | 7.0% | 0.19% | 7.02% | -11.74% | 12.00% | 33.53% | -17.94% | 156.93% | 43.21% | $11.08B |
Australian Strategic Materials LtdASM.AU | 5.0% | -3.21% | 1.43% | -6.41% | 5.70% | 59.28% | -37.85% | 230.41% | 101.03% | $156.8M |
Shin-Etsu Chemical Co., Ltd.4063.T | 4.0% | 2.94% | -3.52% | -14.20% | 6.26% | 26.47% | -0.08% | 37.26% | 32.46% | $72.09B |
Arafura Rare Earths LimitedARU.AU | 3.0% | -1.04% | -2.58% | -23.48% | 5.22% | -26.16% | -28.10% | 32.03% | 13.64% | $331.4M |
Daido Steel Co., Ltd.5471.T | 3.0% | 5.26% | 2.65% | -12.44% | 3.45% | 47.11% | -1.30% | 88.08% | 84.24% | $2.96B |
Iluka Resources LimitedILU.AU | 3.0% | -1.18% | 13.74% | -1.94% | 10.40% | 21.42% | -2.34% | 97.17% | 24.97% | $2.04B |
Ucore Rare Metals Inc.UCU.V | 3.0% | -0.29% | -0.32% | -23.34% | 27.03% | -38.15% | -49.47% | 226.57% | 22.68% | $286.3M |
Hitachi Metals, Ltd.5486.T | 2.0% | — | — | — | — | — | — | — | — | — |
| Theme return | — | 0.20% | 12.82% | -9.16% | 12.61% | 36.68% | -12.63% | 279.56% | 62.16% | — |
| Average | 7.1% | 0.46% | 8.69% | -10.49% | 11.02% | 23.63% | -18.56% | 160.13% | 40.19% | $8.02B |
| Median | 6.0% | -0.29% | 5.73% | -11.32% | 10.40% | 21.42% | -18.62% | 156.93% | 28.51% | $1.66B |
| Std Dev | 4.5% | 5.21% | 11.06% | 9.81% | 7.06% | 47.28% | 23.91% | 89.76% | 39.73% | $18.78B |
| Min | 2.0% | -11.09% | -3.52% | -23.86% | 1.59% | -38.15% | -49.47% | 32.03% | -29.03% | $156.8M |
| Max | 17.0% | 11.86% | 38.08% | 12.79% | 27.03% | 152.95% | 41.09% | 368.13% | 128.01% | $72.09B |
| % Positive Tickers | 46.15% | 76.92% | 7.69% | 100.00% | 61.54% | 7.69% | 100.00% | 92.31% |
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About this theme
Fiscal Spend '26: Domestic Magnet Supply Chain tracks 14 publicly listed stocks in this theme. Sample tickers: 4063.T, 5471.T, 5486.T, ALOY, ARU.AU, ASM.AU, ILU.AU, LYC.AU, MKA.LSE, MP, NEO.TO, UCU.V, and 2 more. Use the table below for the full list.