CF+19.07%20.0%
LXU+28.83%20.0%
NTR+8.14%20.0%
UAN+42.04%20.0%
YAR.OL+17.78%20.0%
As of Jul 10, 2026, 7:14 AM ET
Supply Shock in MidEast Long '26: Urea & Nitrogen Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Nutrien Ltd.NTR | 20.0% | -1.42% | -3.28% | 6.50% | 1.57% | 4.62% | -13.99% | 32.87% | 8.14% | $31.07B |
CF Industries Holdings, Inc.CF | 20.0% | 0.01% | -2.56% | 8.18% | 5.42% | 47.43% | 14.55% | 42.83% | 19.07% | $17.52B |
Yara International ASAYAR.OL | 20.0% | -0.14% | -1.99% | 4.28% | 6.34% | 10.44% | -10.23% | 55.41% | 17.78% | $11.55B |
CVR Partners, LPUAN | 20.0% | 5.39% | -1.45% | 3.41% | 4.11% | 13.83% | 17.19% | 69.79% | 42.04% | $1.23B |
LSB Industries, Inc.LXU | 20.0% | -0.32% | -3.84% | 0.28% | 1.22% | 26.71% | -7.31% | 64.18% | 28.83% | $774.8M |
| Theme return | — | 0.70% | -2.62% | 4.53% | 4.47% | 23.68% | 1.70% | 60.83% | 28.50% | — |
| Average | 20.0% | 0.70% | -2.62% | 4.53% | 3.73% | 20.61% | 0.04% | 53.02% | 23.17% | $12.43B |
| Median | 20.0% | -0.14% | -2.56% | 4.28% | 4.11% | 13.83% | -7.31% | 55.41% | 19.07% | $11.55B |
| Std Dev | 0.0% | 2.40% | 0.86% | 2.70% | 2.04% | 15.24% | 13.12% | 13.57% | 11.49% | $11.27B |
| Min | 20.0% | -1.42% | -3.84% | 0.28% | 1.22% | 4.62% | -13.99% | 32.87% | 8.14% | $774.8M |
| Max | 20.0% | 5.39% | -1.45% | 8.18% | 6.34% | 47.43% | 17.19% | 69.79% | 42.04% | $31.07B |
| % Positive Tickers | 40.00% | 0.00% | 100.00% | 100.00% | 100.00% | 40.00% | 100.00% | 100.00% |
About this theme
Supply Shock in MidEast Long '26: Urea & Nitrogen tracks 5 publicly listed stocks in this theme: CF, LXU, NTR, UAN, YAR.OL. See the constituent table for details.