
8058.T+25.96%17.0%

8031.T+25.64%15.0%

GLEN.LSE+61.54%14.0%

8001.T+21.28%12.0%

8053.T+51.47%9.0%

8002.T+18.11%8.0%

MQG.AU+16.41%8.0%

047050.KO+22.12%6.0%

VC2.SI-4.96%6.0%

8015.T+62.78%5.0%
As of Oct 2, 2026, 9:55 PM ET
Cycle Long '26: Commodity Trading Houses Constituents
Mitsubishi Corporation8058.T | 17.0% | -0.59% | -5.41% | -2.96% | -0.59% | 29.47% | -12.24% | 67.10% | 25.96% | 42.84% | 189.60% | $108.79B |
Mitsui & Co., Ltd.8031.T | 15.0% | -0.28% | -5.32% | -3.78% | -0.28% | 4.42% | -17.43% | 63.67% | 25.64% | 36.26% | 187.55% | $87.94B |
Glencore plcGLEN.LSE | 14.0% | 2.95% | 1.77% | -8.00% | 2.95% | 35.26% | 2.87% | 100.81% | 61.54% | 31.96% | 56.62% | $86.97B |
ITOCHU Corporation8001.T | 12.0% | -1.23% | -5.98% | 1.34% | -1.23% | 8.95% | -5.21% | 47.73% | 21.28% | 28.76% | 142.80% | $96.26B |
Sumitomo Corporation8053.T | 9.0% | -1.34% | -4.09% | -2.90% | -1.34% | 26.32% | 2.60% | 90.36% | 51.47% | 91.95% | 216.91% | $51.83B |
Macquarie Group LimitedMQG.AU | 8.0% | -0.09% | -1.23% | -4.40% | -0.09% | 25.53% | 12.03% | 37.21% | 16.41% | 11.39% | 50.54% | $62.92B |
Marubeni Corporation8002.T | 8.0% | -2.21% | -5.34% | -6.73% | -2.21% | 7.36% | -22.22% | 85.35% | 18.11% | 80.82% | 268.43% | $48.66B |
Olam Group LimitedVC2.SI | 6.0% | -1.59% | -5.02% | -11.23% | -1.59% | -2.71% | 0.41% | 2.47% | -4.96% | -16.57% | -43.68% | $2.74B |
Posco International Corporation047050.KO | 6.0% | 2.35% | 1.06% | 12.02% | 2.35% | 20.15% | -17.46% | 24.67% | 22.12% | -6.64% | 113.55% | $7.09B |
Toyota Tsusho Corporation8015.T | 5.0% | 0.15% | -2.97% | -3.18% | 0.15% | 36.23% | 2.81% | 171.62% | 62.78% | 151.51% | 233.56% | $48.55B |
| Theme return | — | -0.13% | -3.47% | -3.22% | -0.13% | 23.71% | -3.80% | 75.28% | 35.71% | 48.30% | 174.18% | — |
| Average | 10.0% | -0.19% | -3.25% | -2.98% | -0.19% | 19.10% | -5.38% | 69.10% | 30.03% | 45.23% | 141.59% | $60.18B |
| Median | 8.5% | -0.43% | -4.55% | -3.48% | -0.43% | 22.84% | -2.40% | 65.38% | 23.88% | 34.11% | 165.17% | $57.38B |
| Std Dev | 4.0% | 1.58% | 2.69% | 5.95% | 1.58% | 13.00% | 10.76% | 44.89% | 20.62% | 47.89% | 92.34% | $34.08B |
| Min | 5.0% | -2.21% | -5.98% | -11.23% | -2.21% | -2.71% | -22.22% | 2.47% | -4.96% | -16.57% | -43.68% | $2.74B |
| Max | 17.0% | 2.95% | 1.77% | 12.02% | 2.95% | 36.23% | 12.03% | 171.62% | 62.78% | 151.51% | 268.43% | $108.79B |
| % Positive Tickers | 30.00% | 20.00% | 20.00% | 30.00% | 90.00% | 50.00% | 100.00% | 90.00% | 80.00% | 90.00% |