ALB+72.91%7.7%
COPX+69.67%7.7%
ELV.AU+168.04%7.7%
FCX+29.10%7.7%
FNV+30.92%7.7%
FRO+102.98%7.7%
GLEN.LSE+62.79%7.7%
KGH.WAR+124.33%7.7%
LYC.AU+114.31%7.7%
MP+14.33%7.7%
SCCO+81.23%7.7%
SQM+89.39%7.7%
TMC-39.42%7.7%
As of Jul 10, 2026, 7:14 AM ET
Fiscal Spend '25: Resource Nationalism Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Southern Copper CorporationSCCO | 7.7% | -0.33% | 4.32% | 3.55% | 3.34% | 25.03% | -18.87% | 99.72% | 81.23% | $145.53B |
Freeport-McMoRan Inc.FCX | 7.7% | 0.12% | 5.27% | -1.77% | 0.00% | 19.18% | -11.09% | 60.26% | 29.10% | $87.02B |
Franco-Nevada CorporationFNV | 7.7% | 0.37% | 2.18% | 0.40% | -0.19% | 0.39% | -25.84% | 32.53% | 30.92% | $40.13B |
Sociedad QuÃmica y Minera de Chile S.A.SQM | 7.7% | 0.22% | -0.46% | 6.05% | -0.18% | 7.69% | -2.90% | 86.30% | 89.39% | $21.16B |
KGHM Polska Miedz S.A.KGH.WAR | 7.7% | 0.97% | 2.36% | -5.25% | -7.42% | 3.37% | -14.01% | 143.20% | 124.33% | $16.16B |
Albemarle CorporationALB | 7.7% | -0.99% | -0.74% | -1.00% | -5.63% | -9.21% | -28.12% | 77.74% | 72.91% | $15.15B |
Lynas Rare Earths LimitedLYC.AU | 7.7% | -1.36% | -1.13% | -8.25% | -6.16% | 40.99% | -13.35% | 171.30% | 114.31% | $11.78B |
MP Materials Corp.MP | 7.7% | 0.30% | -2.43% | -5.54% | -4.73% | 2.36% | -12.16% | 105.52% | 14.33% | $9.21B |
Frontline PlcFRO | 7.7% | 0.97% | -4.94% | 3.16% | 5.36% | 67.55% | -3.66% | 153.04% | 102.98% | $8.14B |
Global X - Copper Miners ETFCOPX | 7.7% | 0.99% | 3.23% | -0.45% | 0.15% | 5.03% | -21.21% | 98.45% | 69.67% | $3.40B |
TMC the metals company inc.TMC | 7.7% | 0.00% | 3.23% | -1.89% | -4.82% | -32.74% | -33.81% | 113.92% | -39.42% | $1.80B |
Elevra Lithium LimitedELV.AU | 7.7% | -1.88% | -1.48% | -5.98% | -5.69% | 16.84% | 7.94% | 180.38% | 168.04% | $1.06B |
Glencore plcGLEN.LSE | 7.7% | 0.42% | 4.60% | 1.59% | 0.92% | 25.06% | -4.89% | 85.68% | 62.79% | $801.3M |
| Theme return | — | -0.02% | 1.08% | -1.18% | -1.84% | 17.42% | -11.44% | 140.24% | 80.49% | — |
| Average | 7.7% | -0.02% | 1.08% | -1.18% | -1.93% | 13.20% | -14.00% | 108.31% | 70.81% | $27.80B |
| Median | 7.7% | 0.22% | 2.18% | -1.00% | -0.19% | 7.69% | -13.35% | 99.72% | 72.91% | $11.78B |
| Std Dev | 0.0% | 0.87% | 3.02% | 4.05% | 3.88% | 23.44% | 11.14% | 41.67% | 51.47% | $40.73B |
| Min | 7.7% | -1.88% | -4.94% | -8.25% | -7.42% | -32.74% | -33.81% | 32.53% | -39.42% | $801.3M |
| Max | 7.7% | 0.99% | 5.27% | 6.05% | 5.36% | 67.55% | 7.94% | 180.38% | 168.04% | $145.53B |
| % Positive Tickers | 61.54% | 53.85% | 38.46% | 30.77% | 84.62% | 7.69% | 100.00% | 92.31% |
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.