NUE+70.83%30.5%
STLD+88.88%23.8%
X0.00%13.3%
CMC+29.13%9.5%
CLF+4.72%9.0%
APAM.AS+82.14%4.8%
MTUS+23.35%3.8%
IIIN-16.38%2.9%
USAP0.00%2.4%
As of Jul 27, 2026, 7:41 AM ET
US Industrial Manf '26: Steel Production Constituents
Nucor CorporationNUE | 30.5% | 3.30% | 6.39% | 13.74% | 52.73% | 40.84% | 102.49% | 70.83% | $56.38B |
Steel Dynamics, Inc.STLD | 23.8% | 2.72% | 5.90% | 11.43% | 45.83% | 27.95% | 94.02% | 88.88% | $35.64B |
United States Steel CorporationX | 13.3% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 33.23% | 0.00% | $12.42B |
Commercial Metals CompanyCMC | 9.5% | 1.19% | 4.02% | 12.48% | -0.53% | -6.07% | 46.89% | 29.13% | $7.63B |
Cleveland-Cliffs Inc.CLF | 9.0% | 9.31% | 22.37% | 27.18% | -9.79% | 12.38% | 37.23% | 4.72% | $6.81B |
Aperam S.A.APAM.AS | 4.8% | 5.03% | 5.75% | 18.71% | 36.65% | 7.91% | 82.09% | 82.14% | $4.09B |
Metallus Inc.MTUS | 3.8% | 1.60% | 8.65% | 16.31% | 22.20% | 23.35% | 52.40% | 23.35% | $872.9M |
Insteel Industries, Inc.IIIN | 2.9% | -5.66% | 2.80% | 0.53% | -3.60% | -18.11% | 14.98% | -16.38% | $632.6M |
Universal Stainless & Alloy Products, Inc.USAP | 2.4% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $423.6M |
| Theme return | — | 2.75% | 6.44% | 53.94% | 28.60% | 20.69% | 78.18% | 54.08% | — |
| Average | 11.1% | 1.94% | 6.21% | 11.15% | 15.94% | 9.81% | 51.48% | 31.41% | $13.88B |
| Median | 9.0% | 1.60% | 5.75% | 12.48% | 0.00% | 7.91% | 46.89% | 23.35% | $6.81B |
| Std Dev | 9.3% | 3.83% | 6.33% | 8.89% | 22.46% | 17.35% | 33.15% | 37.22% | $18.23B |
| Min | 2.4% | -5.66% | 0.00% | 0.00% | -9.79% | -18.11% | 0.00% | -16.38% | $423.6M |
| Max | 30.5% | 9.31% | 22.37% | 27.18% | 52.73% | 40.84% | 102.49% | 88.88% | $56.38B |
| % Positive Tickers | 66.67% | 77.78% | 77.78% | 44.44% | 55.56% | 88.89% | 66.67% |
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About this theme
US Industrial Manf '26: Steel Production tracks 9 publicly listed stocks in this theme: APAM.AS, CLF, CMC, IIIN, MTUS, NUE, STLD, USAP, X. See the constituent table for details.