Theme · live manifest · live theme JSON

Supply Shock in MidEast Long '26: Commodity Traders

6 tickers · $196.03B total market cap

Group: Supply Shock in MidEast Long

Supply Shock in MidEast Long '26: Commodity Traders tracks 6 publicly listed stocks in this theme: ADM, BG, BP, GLEN.LSE, NE, VC2.SI. See the constituent table for details.

Constituents

Build 20260519T212339

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
BP p.l.c.BP
04/28/2026 (BMO)04/28/2026 (BMO)-1.71%1.81%19.25%-1.41%$119.82B16.6667
Archer-Daniels-Midland CompanyADM
05/05/2026 (BMO)05/05/2026 (BMO)-1.09%2.29%13.26%1.76%$39.00B16.6667
Bunge Global S.A.BG
04/29/2026 (BMO)04/29/2026 (BMO)-2.52%0.56%10.90%-3.79%$24.18B16.6667
Noble Corporation PlcNE
04/26/2026 (AMC)04/26/2026 (AMC)3.99%8.20%8.12%1.23%$8.67B16.6667
Olam Group LimitedVC2.SI
02/27/20260.00%26.53%$3.45B16.6667
Glencore plcGLEN.LSE
02/18/2026 (BMO)3.12%11.15%$901.3M16.6667
Average0.30%3.21%14.87%-0.55%$32.67B16.6667
Median-0.54%2.05%12.21%-0.09%$16.43B16.6667
Std Dev2.44%2.94%6.23%2.22%$41.12B0.0%
Min-2.52%0.56%8.12%-3.79%$901.3M16.6667
Max3.99%8.20%26.53%1.76%$119.82B16.6667
% Positive Tickers33.33%100.00%100.00%50.00%

* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.

← All themes