8058.T+41.13%17.0%
8031.T+40.61%15.0%
GLEN.LSE+103.40%14.0%
8001.T+17.98%12.0%
8053.T+63.11%9.0%
8002.T+45.55%8.0%
MQG.AU+33.01%8.0%
047050.KO+12.86%6.0%
VC2.SI+29.56%6.0%
8015.T+79.72%5.0%
As of Aug 6, 2026, 4:25 AM ET
Cycle Long '26: Commodity Trading Houses Constituents
Mitsubishi Corporation8058.T | 17.0% | -2.05% | -0.99% | 6.29% | -2.83% | 29.42% | -12.27% | 67.04% | 41.13% | $107.06B |
Mitsui & Co., Ltd.8031.T | 15.0% | -2.39% | -0.70% | 3.96% | -4.80% | 1.23% | -19.96% | 58.66% | 40.61% | $83.92B |
Glencore plcGLEN.LSE | 14.0% | 4.12% | 7.95% | 12.26% | 5.66% | 41.20% | 7.39% | 109.64% | 103.40% | $90.22B |
ITOCHU Corporation8001.T | 12.0% | -0.08% | 6.04% | 7.86% | -1.76% | 0.18% | -12.84% | 35.84% | 17.98% | $87.13B |
Sumitomo Corporation8053.T | 9.0% | 3.49% | 12.54% | 11.63% | 3.02% | 27.16% | 3.29% | 91.63% | 63.11% | $51.37B |
Macquarie Group LimitedMQG.AU | 8.0% | 0.91% | 4.73% | 7.28% | 5.22% | 37.95% | 23.12% | 50.79% | 33.01% | $69.53B |
Marubeni Corporation8002.T | 8.0% | -1.52% | -5.01% | -0.14% | -6.52% | 11.69% | -19.07% | 92.84% | 45.55% | $49.83B |
Olam Group LimitedVC2.SI | 6.0% | 0.00% | 2.18% | 12.23% | -2.16% | 43.11% | 47.70% | 50.72% | 29.56% | $4.03B |
Posco International Corporation047050.KO | 6.0% | 0.74% | -3.37% | 8.80% | 4.21% | 9.68% | -24.65% | 13.81% | 12.86% | $6.49B |
Toyota Tsusho Corporation8015.T | 5.0% | 6.45% | 18.28% | 18.94% | 7.75% | 37.33% | 3.65% | 173.83% | 79.72% | $48.18B |
| Theme return | — | 0.49% | 3.51% | 8.17% | -1.02% | 24.24% | -3.39% | 76.08% | 52.02% | — |
| Average | 10.0% | 0.97% | 4.17% | 8.91% | 0.78% | 23.90% | -0.36% | 74.48% | 46.69% | $59.77B |
| Median | 8.5% | 0.37% | 3.46% | 8.33% | 0.63% | 28.29% | -4.49% | 62.85% | 40.87% | $60.45B |
| Std Dev | 4.0% | 2.74% | 6.95% | 4.97% | 4.71% | 15.86% | 21.38% | 42.83% | 26.64% | $32.92B |
| Min | 5.0% | -2.39% | -5.01% | -0.14% | -6.52% | 0.18% | -24.65% | 13.81% | 12.86% | $4.03B |
| Max | 17.0% | 6.45% | 18.28% | 18.94% | 7.75% | 43.11% | 47.70% | 173.83% | 103.40% | $107.06B |
| % Positive Tickers | 50.00% | 60.00% | 90.00% | 50.00% | 100.00% | 50.00% | 100.00% | 100.00% |
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About this theme
Cycle Long '26: Commodity Trading Houses tracks 10 publicly listed stocks in this theme: 047050.KO, 8001.T, 8002.T, 8015.T, 8031.T, 8053.T, 8058.T, GLEN.LSE, MQG.AU, VC2.SI. See the constituent table for details.