CF+19.07%9.1%
ICL-29.81%9.1%
IPI-2.56%9.1%
LXU+28.83%9.1%
MOS-40.84%9.1%
NTR+8.14%9.1%
OCI.AS-16.63%9.1%
SDF.XETRA-18.68%9.1%
SQM+89.39%9.1%
UAN+42.04%9.1%
YAR.OL+17.78%9.1%
As of Jul 10, 2026, 7:14 AM ET
Supply Shock in MidEast Long '26: Fertilizers Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Nutrien Ltd.NTR | 9.1% | -1.42% | -3.28% | 6.50% | 1.57% | 4.62% | -13.99% | 32.87% | 8.14% | $31.07B |
Sociedad QuÃmica y Minera de Chile S.A.SQM | 9.1% | 0.22% | -0.46% | 6.05% | -0.18% | 7.69% | -2.90% | 86.30% | 89.39% | $21.16B |
CF Industries Holdings, Inc.CF | 9.1% | 0.01% | -2.56% | 8.18% | 5.42% | 47.43% | 14.55% | 42.83% | 19.07% | $17.52B |
Yara International ASAYAR.OL | 9.1% | -0.14% | -1.99% | 4.28% | 6.34% | 10.44% | -10.23% | 55.41% | 17.78% | $11.55B |
The Mosaic CompanyMOS | 9.1% | -0.12% | 0.48% | -7.53% | -2.58% | -13.14% | -24.84% | -19.20% | -40.84% | $6.60B |
ICL Group LtdICL | 9.1% | -1.03% | -4.34% | -3.19% | -3.58% | -14.31% | 1.94% | -13.16% | -29.81% | $6.26B |
K+S AGSDF.XETRA | 9.1% | -0.38% | -0.86% | 2.80% | -0.06% | 3.22% | -14.87% | 12.57% | -18.68% | $2.70B |
CVR Partners, LPUAN | 9.1% | 5.39% | -1.45% | 3.41% | 4.11% | 13.83% | 17.19% | 69.79% | 42.04% | $1.23B |
OCI N.V.OCI.AS | 9.1% | 0.10% | -0.17% | 1.16% | 1.46% | 29.56% | 9.01% | 3.56% | -16.63% | $982.9M |
LSB Industries, Inc.LXU | 9.1% | -0.32% | -3.84% | 0.28% | 1.22% | 26.71% | -7.31% | 64.18% | 28.83% | $774.8M |
Intrepid Potash, Inc.IPI | 9.1% | 5.25% | -1.70% | 2.36% | 2.09% | 23.37% | -7.47% | 14.38% | -2.56% | $459.5M |
| Theme return | — | 0.69% | -1.83% | 2.21% | 2.14% | 16.39% | -0.91% | 38.08% | 10.77% | — |
| Average | 9.1% | 0.69% | -1.83% | 2.21% | 1.44% | 12.67% | -3.54% | 31.78% | 8.79% | $9.12B |
| Median | 9.1% | -0.12% | -1.70% | 2.80% | 1.46% | 10.44% | -7.31% | 32.87% | 8.14% | $6.26B |
| Std Dev | 0.0% | 2.23% | 1.48% | 4.30% | 2.92% | 17.54% | 12.47% | 33.35% | 35.26% | $9.69B |
| Min | 9.1% | -1.42% | -4.34% | -7.53% | -3.58% | -14.31% | -24.84% | -19.20% | -40.84% | $459.5M |
| Max | 9.1% | 5.39% | 0.48% | 8.18% | 6.34% | 47.43% | 17.19% | 86.30% | 89.39% | $31.07B |
| % Positive Tickers | 45.45% | 9.09% | 81.82% | 63.64% | 81.82% | 36.36% | 81.82% | 54.55% |
About this theme
Supply Shock in MidEast Long '26: Fertilizers tracks 11 publicly listed stocks in this theme: CF, ICL, IPI, LXU, MOS, NTR, OCI.AS, SDF.XETRA, SQM, UAN, YAR.OL. See the constituent table for details.