MP-35.04%17.0%
USAR+7.25%14.0%
ALOY—11.0%
NEO.TO+105.88%10.0%
UUUU+29.27%10.0%
MKA.LSE+8.71%8.0%
LYC.AU+40.86%7.0%
ASM.AU—5.0%
4063.T+19.20%4.0%
5471.T—3.0%
ARU.AU+11.16%3.0%
ILU.AU+25.89%3.0%
UCU.V—3.0%
5486.T—2.0%
As of Aug 3, 2026, 6:14 AM ET
Fiscal Spend '26: Domestic Magnet Supply Chain Constituents
MP Materials Corp.MP | 17.0% | 1.38% | -0.70% | -10.65% | 0.00% | -18.11% | -29.73% | 64.43% | -35.04% | $7.36B |
USA Rare Earth IncUSAR | 14.0% | 0.67% | 2.05% | -5.38% | 0.00% | 25.63% | -20.90% | 118.25% | 7.25% | $1.44B |
REalloys Inc.ALOY | 11.0% | — | — | — | — | — | — | — | — | $599.1M |
Energy Fuels Inc.UUUU | 10.0% | 2.05% | -2.31% | -7.37% | 0.00% | -21.32% | -46.34% | 203.45% | 29.27% | $2.86B |
Neo Performance Materials Inc.NEO.TO | 10.0% | 0.00% | -2.83% | -16.34% | 0.00% | 106.14% | 14.98% | 281.50% | 105.88% | $988.4M |
Mkango Resources Ltd.MKA.LSE | 8.0% | 0.00% | 6.76% | 1.45% | 0.00% | -15.83% | -30.18% | 188.74% | 8.71% | $206.1M |
Lynas Rare Earths LimitedLYC.AU | 7.0% | 0.00% | -2.22% | -11.83% | 0.00% | 18.68% | -27.07% | 128.36% | 40.86% | $9.96B |
Australian Strategic Materials LtdASM.AU | 5.0% | — | — | — | — | — | — | — | — | $141.1M |
Shin-Etsu Chemical Co., Ltd.4063.T | 4.0% | 0.00% | 0.76% | -19.50% | 0.00% | 13.44% | -10.37% | 23.12% | 19.20% | $68.92B |
Arafura Rare Earths LimitedARU.AU | 3.0% | 0.00% | -2.70% | -12.31% | 0.00% | -30.15% | -31.99% | 24.90% | 11.16% | $312.3M |
Daido Steel Co., Ltd.5471.T | 3.0% | — | — | — | — | — | — | — | — | $2.91B |
Iluka Resources LimitedILU.AU | 3.0% | 0.00% | -1.79% | -0.13% | 0.00% | 9.49% | -11.94% | 77.79% | 25.89% | $1.83B |
Ucore Rare Metals Inc.UCU.V | 3.0% | — | — | — | — | — | — | — | — | $225.4M |
Hitachi Metals, Ltd.5486.T | 2.0% | — | — | — | — | — | — | — | — | — |
| Average | 7.1% | 0.46% | -0.33% | -9.12% | 0.00% | 9.77% | -21.50% | 123.39% | 23.69% | $7.52B |
| Median | 6.0% | 0.00% | -1.79% | -10.65% | 0.00% | 9.49% | -27.07% | 118.25% | 19.20% | $1.44B |
| Std Dev | 4.5% | 0.72% | 2.96% | 6.58% | 0.00% | 38.91% | 16.49% | 82.35% | 35.29% | $17.96B |
| Min | 2.0% | 0.00% | -2.83% | -19.50% | 0.00% | -30.15% | -46.34% | 23.12% | -35.04% | $141.1M |
| Max | 17.0% | 2.05% | 6.76% | 1.45% | 0.00% | 106.14% | 14.98% | 281.50% | 105.88% | $68.92B |
| % Positive Tickers | 33.33% | 33.33% | 11.11% | 0.00% | 55.56% | 11.11% | 100.00% | 88.89% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Fiscal Spend '26: Domestic Magnet Supply Chain tracks 14 publicly listed stocks in this theme. Sample tickers: 4063.T, 5471.T, 5486.T, ALOY, ARU.AU, ASM.AU, ILU.AU, LYC.AU, MKA.LSE, MP, NEO.TO, UCU.V, and 2 more. Use the table below for the full list.