ALB+5.80%7.7%
COPX+31.52%7.7%
ELV.AU+19.41%7.7%
FCX+64.82%7.7%
FNV+18.02%7.7%
FRO+146.76%7.7%
GLEN.LSE+58.80%7.7%
KGH.WAR+63.00%7.7%
LYC.AU-36.16%7.7%
MP-36.17%7.7%
SCCO+61.73%7.7%
SQM+49.28%7.7%
TMC-63.43%7.7%
As of Oct 9, 2026, 4:27 AM ET
Fiscal Spend '25: Resource Nationalism Constituents
Albemarle CorporationALB | 7.7% | -0.63% | -4.93% | -18.64% | -2.79% | -27.81% | -42.86% | 41.31% | 5.80% | 2.24% | -50.97% | $12.04B |
Elevra Lithium LimitedELV.AU | 7.7% | -4.04% | -14.39% | -39.67% | -4.23% | -35.06% | -40.01% | 55.83% | 19.41% | 45.03% | 33.89% | $668.0M |
Franco-Nevada CorporationFNV | 7.7% | 1.09% | -2.16% | -9.24% | 2.00% | 16.03% | -14.29% | 53.17% | 18.02% | 100.56% | 84.03% | $46.38B |
Freeport-McMoRan Inc.FCX | 7.7% | -1.02% | -1.15% | -6.69% | 2.67% | 40.05% | 4.48% | 88.33% | 64.82% | 49.09% | 121.73% | $102.27B |
Frontline PlcFRO | 7.7% | 6.03% | 16.96% | 19.17% | 9.16% | 157.84% | 48.25% | 289.39% | 146.76% | 141.12% | 778.09% | $12.52B |
Glencore plcGLEN.LSE | 7.7% | -0.04% | 3.22% | -10.94% | 4.84% | 37.73% | 4.75% | 104.49% | 58.80% | 37.69% | 55.88% | $88.02B |
Global X - Copper Miners ETFCOPX | 7.7% | -1.63% | -3.57% | -13.70% | -1.41% | 14.53% | -14.09% | 116.40% | 31.52% | 87.52% | 160.01% | $7.62B |
KGHM Polska Miedz S.A.KGH.WAR | 7.7% | -1.87% | 1.06% | -17.03% | 1.37% | 8.20% | -9.99% | 154.55% | 63.00% | 112.89% | 128.56% | $16.82B |
Lynas Rare Earths LimitedLYC.AU | 7.7% | -5.34% | -10.39% | -22.48% | -1.16% | 4.29% | -35.91% | 100.68% | -36.16% | 66.80% | 81.43% | $8.69B |
MP Materials Corp.MP | 7.7% | -0.37% | -0.67% | -15.03% | 0.11% | -8.67% | -21.62% | 83.39% | -36.17% | 171.41% | 52.73% | $8.21B |
Sociedad QuÃmica y Minera de Chile S.A.SQM | 7.7% | -0.14% | -0.98% | -14.50% | 0.62% | -6.22% | -15.44% | 62.23% | 49.28% | 52.06% | 51.75% | $18.43B |
Southern Copper CorporationSCCO | 7.7% | -0.95% | -1.96% | -5.07% | -0.28% | 44.99% | -5.97% | 132.01% | 61.73% | 98.84% | 347.29% | $165.75B |
TMC the metals company inc.TMC | 7.7% | -2.56% | -11.14% | -19.86% | -8.78% | -44.41% | -45.30% | 76.80% | -63.43% | 239.60% | -3.92% | $1.49B |
| Theme return | — | -0.88% | -2.32% | -13.88% | 0.30% | 15.69% | -12.74% | 136.72% | 32.01% | 128.89% | 203.18% | — |
| Average | 7.7% | -0.88% | -2.32% | -13.36% | 0.16% | 15.50% | -14.46% | 104.51% | 29.49% | 92.68% | 141.58% | $37.61B |
| Median | 7.7% | -0.95% | -1.96% | -14.50% | 0.11% | 8.20% | -14.29% | 88.33% | 31.52% | 87.52% | 81.43% | $12.52B |
| Std Dev | 0.0% | 2.59% | 7.43% | 12.58% | 4.17% | 49.21% | 24.30% | 61.93% | 52.96% | 60.99% | 205.40% | $48.49B |
| Min | 7.7% | -5.34% | -14.39% | -39.67% | -8.78% | -44.41% | -45.30% | 41.31% | -63.43% | 2.24% | -50.97% | $668.0M |
| Max | 7.7% | 6.03% | 16.96% | 19.17% | 9.16% | 157.84% | 48.25% | 289.39% | 146.76% | 239.60% | 778.09% | $165.75B |
| % Positive Tickers | 15.38% | 23.08% | 7.69% | 53.85% | 61.54% | 23.08% | 100.00% | 76.92% | 100.00% | 84.62% |
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