Theme
Supply Shock in MidEast Long '26: Fertilizers☆
11 tickers$100.43B market cap
10D rank10D#1,138of 1,239 themes/1,239#10of 11 in Supply Shock in MidEast Long/11 Supply Shock in MidEast Long

CF+32.46%9.1%

ICL-15.14%9.1%

IPI+13.06%9.1%

LXU+23.25%9.1%

MOS-39.31%9.1%

NTR+21.53%9.1%

OCI.AS+2.08%9.1%

SDF.XETRA+26.90%9.1%

SQM+44.60%9.1%

UAN+42.85%9.1%

YAR.OL+16.51%9.1%
As of Oct 2, 2026, 9:55 PM ET
Supply Shock in MidEast Long '26: Fertilizers Constituents
CF Industries Holdings, Inc.CF | 9.1% | 0.39% | -1.32% | -14.55% | 3.89% | 53.87% | 19.55% | 49.07% | 32.46% | 30.36% | 102.25% | $17.67B |
CVR Partners, LPUAN | 9.1% | 0.19% | -2.30% | -6.01% | 1.05% | 23.27% | 26.91% | 83.88% | 42.85% | 112.64% | 245.40% | $1.32B |
ICL Group LtdICL | 9.1% | 1.41% | -3.33% | -10.62% | 5.03% | -7.77% | 9.71% | -6.54% | -15.14% | 28.06% | -9.51% | $6.51B |
Intrepid Potash, Inc.IPI | 9.1% | 0.49% | -11.95% | -20.57% | 0.51% | 18.16% | -11.37% | 9.55% | 13.06% | 40.12% | 1.33% | $440.1M |
K+S AGSDF.XETRA | 9.1% | 0.46% | -7.80% | -12.81% | 0.46% | 17.76% | -2.88% | 28.43% | 26.90% | 38.73% | 21.18% | $3.06B |
LSB Industries, Inc.LXU | 9.1% | 1.02% | -6.18% | -14.56% | 1.02% | 16.00% | -15.15% | 50.30% | 23.25% | 18.65% | 9.28% | $709.3M |
Nutrien Ltd.NTR | 9.1% | 0.47% | -4.57% | -10.35% | 3.23% | 16.62% | -4.12% | 48.12% | 21.53% | 47.59% | 20.55% | $33.63B |
OCI N.V.OCI.AS | 9.1% | 0.00% | -1.42% | -1.08% | 0.00% | 29.18% | 8.69% | 3.26% | 2.08% | -4.98% | 22.98% | $973.8M |
Sociedad QuÃmica y Minera de Chile S.A.SQM | 9.1% | 0.62% | -8.08% | -20.48% | 0.62% | -6.22% | -15.44% | 62.23% | 44.60% | 59.55% | 44.90% | $18.43B |
The Mosaic CompanyMOS | 9.1% | -2.23% | -16.17% | -19.59% | -3.81% | -13.22% | -24.91% | -19.27% | -39.31% | -17.54% | -37.95% | $6.70B |
Yara International ASAYAR.OL | 9.1% | 0.24% | -8.86% | -12.63% | 0.24% | 5.01% | -14.64% | 47.76% | 16.51% | 34.69% | 14.58% | $11.00B |
| Theme return | — | 0.28% | -6.54% | -13.51% | 0.52% | 16.98% | -0.41% | 38.78% | 18.39% | 44.67% | 63.57% | — |
| Average | 9.1% | 0.28% | -6.54% | -13.02% | 1.11% | 13.88% | -2.15% | 32.44% | 15.34% | 35.26% | 39.54% | $9.13B |
| Median | 9.1% | 0.46% | -6.18% | -12.81% | 0.62% | 16.62% | -4.12% | 47.76% | 21.53% | 34.69% | 20.55% | $6.51B |
| Std Dev | 0.0% | 0.88% | 4.44% | 5.76% | 2.23% | 18.22% | 15.62% | 30.44% | 23.81% | 32.37% | 73.06% | $9.94B |
| Min | 9.1% | -2.23% | -16.17% | -20.57% | -3.81% | -13.22% | -24.91% | -19.27% | -39.31% | -17.54% | -37.95% | $440.1M |
| Max | 9.1% | 1.41% | -1.32% | -1.08% | 5.03% | 53.87% | 26.91% | 83.88% | 44.60% | 112.64% | 245.40% | $33.63B |
| % Positive Tickers | 81.82% | 0.00% | 0.00% | 81.82% | 72.73% | 36.36% | 81.82% | 81.82% | 81.82% | 81.82% |