
ALM+47.77%16.0%

600549.SHG+42.50%13.0%

000657.SHE+182.33%11.0%

EQR.AU+766.20%10.0%

002378.SHE+67.74%9.0%

002842.SHE+189.98%7.0%

FWZ.V-10.27%7.0%

ELMT+14.24%6.0%

GMET.LSE-9.70%6.0%

TGN.AU+225.61%5.0%

KMT+53.04%4.0%

3993.HK-13.83%3.0%
TUNG.V-37.21%3.0%
As of Oct 9, 2026, 4:27 AM ET
Atoms Bits Long '26: Tungsten Supply Chain Constituents
Almonty Industries Inc.ALM | 16.0% | -4.38% | -12.41% | -36.88% | -12.22% | 31.33% | -37.09% | -11.27% | 47.77% | — | — | $3.28B |
Xiamen Tungsten Co., Ltd.600549.SHG | 13.0% | -2.09% | -0.61% | -14.92% | -2.08% | 9.71% | -37.02% | 139.46% | 42.50% | 111.54% | 82.74% | $10.23B |
China Tungsten And Hightech Materals Co.,Ltd000657.SHE | 11.0% | -1.69% | -2.53% | -14.27% | -1.68% | 95.63% | -19.71% | 465.85% | 182.33% | 441.92% | 516.18% | $17.62B |
EQ Resources LimitedEQR.AU | 10.0% | -1.47% | -21.57% | -17.98% | -24.15% | 322.30% | 17.37% | 805.81% | 766.20% | 517.21% | 369.26% | $1.20B |
Chongyi Zhangyuan Tungsten Co., Ltd. Class A002378.SHE | 9.0% | -1.51% | -2.48% | -12.68% | -1.51% | 53.55% | -47.40% | 226.07% | 67.74% | 203.48% | 200.79% | $3.73B |
Fireweed Metals Corp.FWZ.V | 7.0% | 1.08% | -5.93% | -24.79% | 0.10% | 0.18% | -37.82% | 74.82% | -10.27% | 77.34% | 232.87% | $448.3M |
Guangdong Xianglu Tungsten Co., Ltd.002842.SHE | 7.0% | -1.69% | -1.59% | -12.30% | -1.68% | 119.18% | -25.21% | 354.30% | 189.98% | 388.75% | 209.26% | $1.48B |
Elmet Group Co.ELMT | 6.0% | -5.37% | 9.76% | 24.30% | 0.54% | 14.24% | 14.24% | 14.24% | 14.24% | 14.24% | 14.24% | $613.4M |
Guardian Metal Resources PLCGMET.LSE | 6.0% | -4.17% | -19.50% | -38.45% | -14.37% | -19.98% | -59.75% | 168.84% | -9.70% | 338.46% | 1274.72% | $296.4M |
Tungsten Mining NLTGN.AU | 5.0% | -8.51% | -16.10% | -45.28% | -15.05% | 2.25% | -24.67% | 161.92% | 225.61% | 303.32% | 46.28% | $208.9M |
Kennametal Inc.KMT | 4.0% | -1.74% | -0.28% | 6.98% | 0.13% | 13.49% | -20.34% | 50.94% | 53.04% | 35.51% | 5.72% | $2.42B |
American Tungsten Corp.TUNG.V | 3.0% | 0.68% | -23.22% | -30.33% | -17.33% | -38.52% | -38.89% | -36.26% | -37.21% | -38.96% | -44.22% | $65.6M |
CMOC Group Limited3993.HK | 3.0% | -2.09% | 0.77% | -15.78% | -0.95% | -21.31% | -36.99% | 148.68% | -13.83% | 110.27% | 250.69% | $40.89B |
| Theme return | — | -2.59% | -7.32% | -19.28% | -7.35% | 66.95% | -20.06% | 292.75% | 136.66% | 307.96% | 432.01% | — |
| Average | 7.7% | -2.53% | -7.36% | -17.88% | -6.94% | 44.77% | -27.18% | 197.18% | 116.80% | 208.59% | 263.21% | $6.35B |
| Median | 7.0% | -1.74% | -2.53% | -15.78% | -1.68% | 13.49% | -36.99% | 148.68% | 47.77% | 157.51% | 205.02% | $1.48B |
| Std Dev | 3.8% | 2.45% | 9.77% | 18.02% | 8.10% | 91.08% | 21.17% | 222.51% | 204.45% | 176.38% | 342.63% | $11.09B |
| Min | 3.0% | -8.51% | -23.22% | -45.28% | -24.15% | -38.52% | -59.75% | -36.26% | -37.21% | -38.96% | -44.22% | $65.6M |
| Max | 16.0% | 1.08% | 9.76% | 24.30% | 0.54% | 322.30% | 17.37% | 805.81% | 766.20% | 517.21% | 1274.72% | $40.89B |
| % Positive Tickers | 15.38% | 15.38% | 15.38% | 23.08% | 76.92% | 15.38% | 84.62% | 69.23% | 91.67% | 91.67% |