ALB+76.58%7.7%
COPX+100.48%7.7%
ELV.AU+136.70%7.7%
FCX+74.71%7.7%
FNV+32.45%7.7%
FRO+96.64%7.7%
GLEN.LSE+103.40%7.7%
KGH.WAR+165.73%7.7%
LYC.AU+43.21%7.7%
MP-29.03%7.7%
SCCO+120.16%7.7%
SQM+93.13%7.7%
TMC-23.43%7.7%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '25: Resource Nationalism Constituents
Albemarle CorporationALB | 7.7% | -1.64% | 3.47% | -11.18% | 1.02% | -15.98% | -33.49% | 64.48% | 76.58% | $14.02B |
Elevra Lithium LimitedELV.AU | 7.7% | -0.26% | 0.70% | -22.42% | 4.30% | 1.86% | -5.90% | 144.44% | 136.70% | $943.1M |
Franco-Nevada CorporationFNV | 7.7% | 3.51% | 5.53% | 6.48% | 6.40% | 9.30% | -19.27% | 44.29% | 32.45% | $43.69B |
Freeport-McMoRan Inc.FCX | 7.7% | 3.11% | 10.85% | 13.75% | 10.79% | 36.62% | 1.92% | 83.72% | 74.71% | $99.75B |
Frontline PlcFRO | 7.7% | -2.57% | -3.36% | 2.98% | -3.56% | 74.01% | 0.05% | 162.80% | 96.64% | $8.45B |
Glencore plcGLEN.LSE | 7.7% | 4.12% | 7.95% | 12.26% | 5.66% | 41.20% | 7.39% | 109.64% | 103.40% | $90.22B |
Global X - Copper Miners ETFCOPX | 7.7% | 3.25% | 11.58% | 10.50% | 9.97% | 20.80% | -9.38% | 128.24% | 100.48% | $3.92B |
KGHM Polska Miedz S.A.KGH.WAR | 7.7% | 2.08% | 15.72% | 5.89% | 12.56% | 18.74% | -1.22% | 179.35% | 165.73% | $18.59B |
Lynas Rare Earths LimitedLYC.AU | 7.7% | 0.19% | 7.02% | -11.74% | 12.00% | 33.53% | -17.94% | 156.93% | 43.21% | $11.08B |
MP Materials Corp.MP | 7.7% | 0.93% | 16.00% | -9.62% | 15.81% | -5.17% | -18.62% | 90.42% | -29.03% | $8.53B |
Sociedad QuÃmica y Minera de Chile S.A.SQM | 7.7% | 2.14% | 1.92% | -4.72% | 4.46% | 1.82% | -8.19% | 76.14% | 93.13% | $20.01B |
Southern Copper CorporationSCCO | 7.7% | 0.94% | 9.88% | 13.30% | 7.82% | 41.21% | -8.37% | 125.57% | 120.16% | $164.36B |
TMC the metals company inc.TMC | 7.7% | 1.77% | 9.54% | -5.19% | 12.92% | -34.85% | -35.89% | 107.22% | -23.43% | $1.74B |
| Theme return | — | 1.35% | 7.45% | 0.06% | 8.16% | 21.78% | -8.16% | 149.14% | 84.21% | — |
| Average | 7.7% | 1.35% | 7.45% | 0.02% | 7.70% | 17.16% | -11.45% | 113.33% | 76.21% | $37.33B |
| Median | 7.7% | 1.77% | 7.95% | 2.98% | 7.82% | 18.74% | -8.37% | 109.64% | 93.13% | $14.02B |
| Std Dev | 0.0% | 1.94% | 5.50% | 11.16% | 5.18% | 27.57% | 12.60% | 39.26% | 55.22% | $48.14B |
| Min | 7.7% | -2.57% | -3.36% | -22.42% | -3.56% | -34.85% | -35.89% | 44.29% | -29.03% | $943.1M |
| Max | 7.7% | 4.12% | 16.00% | 13.75% | 15.81% | 74.01% | 7.39% | 179.35% | 165.73% | $164.36B |
| % Positive Tickers | 76.92% | 92.31% | 53.85% | 92.31% | 76.92% | 23.08% | 100.00% | 84.62% |
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About this theme
Fiscal Spend '25: Resource Nationalism tracks 13 publicly listed stocks in this theme. Sample tickers: ALB, COPX, ELV.AU, FCX, FNV, FRO, GLEN.LSE, KGH.WAR, LYC.AU, MP, SCCO, SQM, and 1 more. Use the table below for the full list.