NUE+98.34%25.0%
STLD+117.59%25.0%
CMC+45.60%14.0%
TX+76.98%12.0%
BSL.AU+71.98%10.0%
GGB+83.26%10.0%
IIIN-7.82%2.0%
MTUS+41.31%2.0%
As of Aug 6, 2026, 4:25 AM ET
Steel '26: EAF Mini-Mills Constituents
Nucor CorporationNUE | 25.0% | 0.26% | 10.98% | 22.70% | 6.78% | 68.44% | 55.33% | 123.31% | 98.34% | $62.57B |
Steel Dynamics, Inc.STLD | 25.0% | 0.32% | 7.63% | 17.13% | 5.85% | 56.95% | 37.71% | 108.83% | 117.59% | $38.12B |
Commercial Metals CompanyCMC | 14.0% | 4.19% | 9.75% | 20.69% | 10.11% | 9.32% | 3.23% | 61.44% | 45.60% | $8.37B |
Ternium S.A.TX | 12.0% | 6.69% | 13.55% | 26.58% | 9.08% | 40.64% | 23.56% | 87.70% | 76.98% | $10.54B |
BlueScope Steel LimitedBSL.AU | 10.0% | 3.42% | 9.17% | 12.24% | 6.85% | 61.61% | 23.23% | 92.25% | 71.98% | $10.75B |
Gerdau S.A.GGB | 10.0% | 0.78% | 6.86% | 21.51% | 3.63% | 40.04% | 27.90% | 85.39% | 83.26% | $10.22B |
Insteel Industries, Inc.IIIN | 2.0% | -0.36% | 0.43% | 10.65% | 7.08% | 3.73% | -11.88% | 23.72% | -7.82% | $635.3M |
Metallus Inc.MTUS | 2.0% | 0.28% | 3.10% | 17.56% | 7.46% | 25.99% | 27.18% | 57.12% | 41.31% | $900.0M |
| Theme return | — | 1.95% | 9.32% | 21.97% | 6.45% | 48.24% | 31.33% | 100.57% | 86.15% | — |
| Average | 12.5% | 1.95% | 7.68% | 18.63% | 7.11% | 38.34% | 23.28% | 79.97% | 65.91% | $17.76B |
| Median | 11.0% | 0.55% | 8.40% | 19.13% | 6.97% | 40.34% | 25.37% | 86.55% | 74.48% | $10.38B |
| Std Dev | 8.3% | 2.36% | 3.97% | 5.00% | 1.83% | 22.35% | 19.07% | 29.54% | 36.46% | $20.14B |
| Min | 2.0% | -0.36% | 0.43% | 10.65% | 3.63% | 3.73% | -11.88% | 23.72% | -7.82% | $635.3M |
| Max | 25.0% | 6.69% | 13.55% | 26.58% | 10.11% | 68.44% | 55.33% | 123.31% | 117.59% | $62.57B |
| % Positive Tickers | 87.50% | 100.00% | 100.00% | 100.00% | 100.00% | 87.50% | 100.00% | 87.50% |
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About this theme
Steel '26: EAF Mini-Mills tracks 8 publicly listed stocks in this theme: BSL.AU, CMC, GGB, IIIN, MTUS, NUE, STLD, TX. See the constituent table for details.