8058.T+39.47%17.0%
8031.T+35.21%15.0%
GLEN.LSE+111.06%14.0%
8001.T+26.90%12.0%
8053.T+61.95%9.0%
8002.T+39.80%8.0%
MQG.AU+23.03%8.0%
047050.KO+18.37%6.0%
VC2.SI+4.38%6.0%
8015.T+78.96%5.0%
As of Sep 10, 2026, 5:04 AM ET
Cycle Long '26: Commodity Trading Houses Constituents
Mitsubishi Corporation8058.T | 17.0% | 2.25% | 8.61% | 7.20% | 6.57% | 42.69% | -3.28% | 84.16% | 39.47% | 64.00% | 204.96% | $119.90B |
Mitsui & Co., Ltd.8031.T | 15.0% | 1.24% | 6.84% | 9.01% | 3.99% | 12.78% | -10.82% | 76.78% | 35.21% | 68.17% | 192.12% | $94.98B |
Glencore plcGLEN.LSE | 14.0% | -0.58% | 5.09% | 10.43% | 4.72% | 54.66% | 17.63% | 129.63% | 111.06% | 75.22% | 85.74% | $99.11B |
ITOCHU Corporation8001.T | 12.0% | 0.97% | 12.07% | 13.46% | 12.18% | 18.22% | 2.86% | 60.31% | 26.90% | 41.55% | 137.92% | $104.45B |
Sumitomo Corporation8053.T | 9.0% | 0.08% | 6.92% | 6.32% | 4.30% | 38.12% | 12.19% | 108.14% | 61.95% | 113.11% | 225.52% | $56.68B |
Macquarie Group LimitedMQG.AU | 8.0% | 0.85% | -0.29% | -3.57% | 1.56% | 32.51% | 18.26% | 44.85% | 23.03% | 22.00% | 57.40% | $66.27B |
Marubeni Corporation8002.T | 8.0% | 1.28% | 8.11% | 7.24% | 5.31% | 20.04% | -13.03% | 107.25% | 39.80% | 107.58% | 294.69% | $54.41B |
Olam Group LimitedVC2.SI | 6.0% | -1.87% | 2.68% | -20.10% | 1.60% | 11.19% | 14.75% | 17.10% | 4.38% | -4.05% | -31.54% | $3.13B |
Posco International Corporation047050.KO | 6.0% | 6.81% | 10.06% | 5.16% | 4.88% | 16.94% | -19.67% | 21.34% | 18.37% | 15.77% | 97.42% | $6.92B |
Toyota Tsusho Corporation8015.T | 5.0% | 0.47% | 2.07% | 5.09% | 2.25% | 44.76% | 9.25% | 188.63% | 78.96% | 170.28% | 224.43% | $51.59B |
| Theme return | — | 1.10% | 6.77% | 5.46% | 5.33% | 34.64% | 4.70% | 90.82% | 50.08% | 74.12% | 187.37% | — |
| Average | 10.0% | 1.15% | 6.22% | 4.02% | 4.74% | 29.19% | 2.81% | 83.82% | 43.91% | 67.36% | 148.87% | $65.74B |
| Median | 8.5% | 0.91% | 6.88% | 6.76% | 4.51% | 26.28% | 6.06% | 80.47% | 37.34% | 66.08% | 165.02% | $61.47B |
| Std Dev | 4.0% | 2.17% | 3.64% | 9.07% | 2.93% | 14.53% | 13.07% | 49.70% | 30.19% | 49.86% | 92.48% | $37.67B |
| Min | 5.0% | -1.87% | -0.29% | -20.10% | 1.56% | 11.19% | -19.67% | 17.10% | 4.38% | -4.05% | -31.54% | $3.13B |
| Max | 17.0% | 6.81% | 12.07% | 13.46% | 12.18% | 54.66% | 18.26% | 188.63% | 111.06% | 170.28% | 294.69% | $119.90B |
| % Positive Tickers | 80.00% | 90.00% | 80.00% | 100.00% | 100.00% | 60.00% | 100.00% | 100.00% | 90.00% | 90.00% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Cycle Long '26: Commodity Trading Houses tracks 10 publicly listed stocks in this theme: 8058.T, 8031.T, GLEN.LSE, 8001.T, 8053.T, 8002.T, MQG.AU, 047050.KO, VC2.SI, 8015.T. See the constituent table for details.