MP-25.66%17.0%
USAR+2.11%14.0%
ALOY+39.09%11.0%
NEO.TO+72.66%10.0%
UUUU-11.52%10.0%
MKA.LSE+19.70%8.0%
LYC.AU+3.54%7.0%
ASM.AU+139.54%5.0%
4063.T+20.73%4.0%
5471.T+72.65%3.0%
ARU.AU-4.85%3.0%
ILU.AU+4.61%3.0%
UCU.V-30.15%3.0%
5486.T—2.0%
As of Sep 16, 2026, 9:53 PM ET
Fiscal Spend '26: Domestic Magnet Supply Chain Constituents
MP Materials Corp.MP | 17.0% | -0.37% | -10.05% | -16.50% | -8.73% | -2.91% | -16.68% | 94.95% | -25.66% | 249.68% | 44.22% | $8.72B |
USA Rare Earth IncUSAR | 14.0% | -1.95% | -13.49% | -23.83% | -11.73% | 28.03% | -19.39% | 122.41% | 2.11% | 40.87% | 49.95% | $2.00B |
REalloys Inc.ALOY | 11.0% | -3.72% | -16.68% | -42.83% | -15.68% | 3.95% | -54.41% | 141.12% | 39.09% | 257.30% | -59.25% | $556.1M |
Energy Fuels Inc.UUUU | 10.0% | -1.10% | -18.00% | -21.42% | -16.56% | -18.40% | -44.35% | 214.72% | -11.52% | 151.18% | 43.75% | $2.93B |
Neo Performance Materials Inc.NEO.TO | 10.0% | 0.99% | -7.12% | -19.69% | -3.74% | 86.71% | 4.14% | 245.53% | 72.66% | 288.60% | 80.25% | $884.3M |
Mkango Resources Ltd.MKA.LSE | 8.0% | -0.37% | -1.95% | -2.06% | 9.88% | -13.27% | -28.06% | 197.53% | 19.70% | 607.78% | 37.39% | $210.2M |
Lynas Rare Earths LimitedLYC.AU | 7.0% | 0.07% | -10.39% | -14.78% | -10.81% | 18.92% | -26.92% | 128.84% | 3.54% | 113.06% | 73.43% | $9.87B |
Australian Strategic Materials LtdASM.AU | 5.0% | 0.00% | -0.81% | 0.73% | -0.18% | 6.89% | 0.22% | 279.66% | 139.54% | 101.52% | -89.22% | $229.2M |
Shin-Etsu Chemical Co., Ltd.4063.T | 4.0% | 2.23% | 0.59% | -7.21% | 0.67% | 19.43% | -5.64% | 29.62% | 20.73% | -8.06% | -2.80% | $69.27B |
Arafura Rare Earths LimitedARU.AU | 3.0% | -2.94% | -11.53% | -22.69% | -19.66% | -34.68% | -36.40% | 16.80% | -4.85% | 8.27% | 0.28% | $710.0M |
Daido Steel Co., Ltd.5471.T | 3.0% | 3.58% | 6.41% | 1.55% | 7.75% | 50.98% | 1.30% | 93.03% | 72.65% | 58.44% | 64.26% | $3.09B |
Iluka Resources LimitedILU.AU | 3.0% | 0.67% | -11.89% | -14.18% | -13.25% | 11.51% | -10.32% | 81.07% | 4.61% | 8.84% | -35.34% | $1.85B |
Ucore Rare Metals Inc.UCU.V | 3.0% | -1.98% | -3.74% | -16.24% | -3.69% | -55.31% | -63.48% | 136.00% | -30.15% | 328.43% | 143.42% | $205.9M |
Hitachi Metals, Ltd.5486.T | 2.0% | — | — | — | — | — | — | — | — | — | — | — |
| Theme return | — | -0.73% | -9.66% | -17.66% | -8.16% | 24.67% | -17.72% | 255.26% | 41.99% | 301.16% | 163.71% | — |
| Average | 7.1% | -0.38% | -7.59% | -15.32% | -6.59% | 7.83% | -23.08% | 137.02% | 23.27% | 169.68% | 26.95% | $7.73B |
| Median | 6.0% | -0.37% | -10.05% | -16.24% | -8.73% | 6.89% | -19.39% | 128.84% | 4.61% | 113.06% | 43.75% | $1.85B |
| Std Dev | 4.5% | 1.94% | 6.96% | 11.53% | 8.92% | 34.89% | 20.91% | 75.93% | 45.66% | 167.80% | 60.50% | $18.02B |
| Min | 2.0% | -3.72% | -18.00% | -42.83% | -19.66% | -55.31% | -63.48% | 16.80% | -30.15% | -8.06% | -89.22% | $205.9M |
| Max | 17.0% | 3.58% | 6.41% | 1.55% | 9.88% | 86.71% | 4.14% | 279.66% | 139.54% | 607.78% | 143.42% | $69.27B |
| % Positive Tickers | 38.46% | 15.38% | 15.38% | 23.08% | 61.54% | 23.08% | 100.00% | 69.23% | 92.31% | 69.23% |
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About this theme
Fiscal Spend '26: Domestic Magnet Supply Chain tracks 14 publicly listed stocks in this theme. Sample tickers: MP, USAR, ALOY, NEO.TO, UUUU, MKA.LSE, LYC.AU, ASM.AU, 4063.T, 5471.T, ARU.AU, ILU.AU, and 2 more. Use the table below for the full list.