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Cycle Long '26: Commodity Trading Houses
10 tickers · $524.21B total market cap
Group: Cycle Long
Cycle Long '26: Commodity Trading Houses tracks 10 publicly listed stocks in this theme: 047050.KO, 8001.T, 8002.T, 8015.T, 8031.T, 8053.T, 8058.T, GLEN.LSE, MQG.AU, VC2.SI. See the constituent table for details.
Constituents
Build 20260426T092909
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Mitsubishi Corporation8058.T | 02/05/2026 (BMO) | 05/01/2026 (BMO) | — | — | — | — | $115.57B | 17.0000 |
Mitsui & Co., Ltd.8031.T | 02/03/2026 | 04/30/2026 | — | — | — | — | $103.27B | 15.0000 |
ITOCHU Corporation8001.T | 02/06/2026 (BMO) | 05/01/2026 (BMO) | — | — | — | — | $85.55B | 12.0000 |
Marubeni Corporation8002.T | 02/04/2026 (BMO) | 05/01/2026 (BMO) | — | — | — | — | $61.27B | 8.0000 |
Macquarie Group LimitedMQG.AU | 11/06/2025 (BMO) | 05/08/2026 (BMO) | -5.65% | — | 24.97% | — | $60.74B | 8.0000 |
Sumitomo Corporation8053.T | 02/04/2026 (BMO) | 05/01/2026 (BMO) | — | — | — | — | $43.45B | 9.0000 |
Toyota Tsusho Corporation8015.T | 02/03/2026 (BMO) | 04/30/2026 (BMO) | — | — | — | — | $40.73B | 5.0000 |
Posco International Corporation047050.KO | 01/29/2026 | — | — | — | — | — | $9.70B | 6.0000 |
Olam Group LimitedVC2.SI | 02/27/2026 | — | 0.00% | — | 11.57% | — | $3.04B | 6.0000 |
Glencore plcGLEN.LSE | 02/18/2026 (BMO) | — | 3.12% | — | 10.99% | — | $882.4M | 14.0000 |
| Average | -0.84% | — | 15.84% | — | $52.42B | 10.0000 | ||
| Median | 0.00% | — | 11.57% | — | $52.10B | 8.5000 | ||
| Std Dev | 3.63% | — | 6.46% | — | $38.67B | 4.0000 | ||
| Min | -5.65% | — | 10.99% | — | $882.4M | 5.0000 | ||
| Max | 3.12% | — | 24.97% | — | $115.57B | 17.0000 | ||
| % Positive Tickers | 33.33% | — | 100.00% | — |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.