ALB+76.11%7.7%
COPX+100.80%7.7%
ELV.AU+180.58%7.7%
FCX+77.78%7.7%
FNV+43.57%7.7%
FRO+117.47%7.7%
GLEN.LSE+104.20%7.7%
KGH.WAR+156.75%7.7%
LYC.AU+24.26%7.7%
MP-11.54%7.7%
SCCO+135.39%7.7%
SQM+76.75%7.7%
TMC-1.44%7.7%
As of Aug 24, 2026, 4:53 AM ET
Fiscal Spend '25: Resource Nationalism Constituents
Albemarle CorporationALB | 7.7% | 6.75% | 10.74% | 24.73% | 21.77% | 1.28% | -19.82% | 98.27% | 59.64% | -34.99% | 76.11% | $16.89B |
Elevra Lithium LimitedELV.AU | 7.7% | 4.13% | 7.48% | 19.39% | 23.29% | 20.42% | 11.24% | 188.96% | 170.08% | 154.50% | 180.58% | $1.25B |
Franco-Nevada CorporationFNV | 7.7% | 2.94% | 10.38% | 23.78% | 24.81% | 28.20% | -5.30% | 69.25% | 116.94% | 89.63% | 43.57% | $51.25B |
Freeport-McMoRan Inc.FCX | 7.7% | 7.65% | 11.33% | 22.48% | 22.42% | 50.95% | 12.62% | 102.99% | 74.79% | 138.45% | 77.78% | $110.20B |
Frontline PlcFRO | 7.7% | 0.25% | 14.50% | 11.15% | 10.92% | 100.14% | 15.07% | 202.25% | 100.65% | 709.84% | 117.47% | $9.72B |
Glencore plcGLEN.LSE | 7.7% | 2.10% | 4.62% | 13.47% | 10.87% | 48.17% | 12.69% | 119.98% | 50.00% | 88.85% | 104.20% | $95.29B |
Global X - Copper Miners ETFCOPX | 7.7% | 5.18% | 6.77% | 21.71% | 19.95% | 31.76% | -1.16% | 148.96% | 124.41% | 206.31% | 100.80% | $8.76B |
KGHM Polska Miedz S.A.KGH.WAR | 7.7% | 2.98% | -5.34% | 16.19% | 12.37% | 18.55% | -1.38% | 178.90% | 155.01% | 114.42% | 156.75% | $18.55B |
Lynas Rare Earths LimitedLYC.AU | 7.7% | -0.06% | -2.28% | 11.69% | 16.54% | 38.94% | -14.62% | 167.35% | 151.72% | 146.24% | 24.26% | $11.70B |
MP Materials Corp.MP | 7.7% | 9.10% | 8.71% | 45.40% | 45.15% | 18.86% | 2.00% | 138.67% | 363.71% | 89.49% | -11.54% | $10.69B |
Sociedad QuÃmica y Minera de Chile S.A.SQM | 7.7% | 4.47% | 13.49% | 19.25% | 22.22% | 19.13% | 7.42% | 106.08% | 112.11% | 96.24% | 76.75% | $23.41B |
Southern Copper CorporationSCCO | 7.7% | 8.69% | 11.07% | 22.60% | 20.31% | 57.65% | 2.24% | 152.26% | 133.74% | 354.53% | 135.39% | $180.22B |
TMC the metals company inc.TMC | 7.7% | 20.65% | 5.27% | 30.52% | 34.55% | -22.37% | -23.60% | 146.91% | 351.89% | -51.86% | -1.44% | $2.08B |
| Theme return | — | 5.76% | 7.44% | 19.31% | 22.40% | 37.81% | 3.93% | 181.98% | 193.90% | 253.40% | 96.86% | — |
| Average | 7.7% | 5.76% | 7.44% | 21.72% | 21.94% | 31.67% | -0.20% | 140.06% | 151.13% | 161.67% | 83.13% | $41.54B |
| Median | 7.7% | 4.47% | 8.71% | 21.71% | 21.77% | 28.20% | 2.00% | 146.91% | 124.41% | 114.42% | 77.78% | $16.89B |
| Std Dev | 0.0% | 5.14% | 5.59% | 8.66% | 9.11% | 28.47% | 12.19% | 37.70% | 94.68% | 185.43% | 56.05% | $52.26B |
| Min | 7.7% | -0.06% | -5.34% | 11.15% | 10.87% | -22.37% | -23.60% | 69.25% | 50.00% | -51.86% | -11.54% | $1.25B |
| Max | 7.7% | 20.65% | 14.50% | 45.40% | 45.15% | 100.14% | 15.07% | 202.25% | 363.71% | 709.84% | 180.58% | $180.22B |
| % Positive Tickers | 92.31% | 84.62% | 100.00% | 100.00% | 92.31% | 53.85% | 100.00% | 100.00% | 84.62% | 84.62% |
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About this theme
Fiscal Spend '25: Resource Nationalism tracks 13 publicly listed stocks in this theme. Sample tickers: ALB, COPX, ELV.AU, FCX, FNV, FRO, GLEN.LSE, KGH.WAR, LYC.AU, MP, SCCO, SQM, and 1 more. Use the table below for the full list.