NUE+98.34%30.5%
STLD+117.59%23.8%
X0.00%13.3%
CMC+45.60%9.5%
CLF+35.01%9.0%
APAM.AS+92.53%4.8%
MTUS+41.31%3.8%
IIIN-7.82%2.9%
USAP0.00%2.4%
As of Aug 6, 2026, 4:25 AM ET
US Industrial Manf '26: Steel Production Constituents
Nucor CorporationNUE | 30.5% | 0.26% | 10.98% | 22.70% | 6.78% | 68.44% | 55.33% | 123.31% | 98.34% | $62.57B |
Steel Dynamics, Inc.STLD | 23.8% | 0.32% | 7.63% | 17.13% | 5.85% | 56.95% | 37.71% | 108.83% | 117.59% | $38.12B |
United States Steel CorporationX | 13.3% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 33.23% | 0.00% | $12.42B |
Commercial Metals CompanyCMC | 9.5% | 4.19% | 9.75% | 20.69% | 10.11% | 9.32% | 3.23% | 61.44% | 45.60% | $8.37B |
Cleveland-Cliffs Inc.CLF | 9.0% | 2.76% | 6.04% | 29.48% | 9.81% | -4.74% | 18.67% | 44.90% | 35.01% | $7.22B |
Aperam S.A.APAM.AS | 4.8% | -0.08% | -4.38% | 3.31% | 3.39% | 30.85% | 3.32% | 74.35% | 92.53% | $3.93B |
Metallus Inc.MTUS | 3.8% | 0.28% | 3.10% | 17.56% | 7.46% | 25.99% | 27.18% | 57.12% | 41.31% | $900.0M |
Insteel Industries, Inc.IIIN | 2.9% | -0.36% | 0.43% | 10.65% | 7.08% | 3.73% | -11.88% | 23.72% | -7.82% | $635.3M |
Universal Stainless & Alloy Products, Inc.USAP | 2.4% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | $423.6M |
| Theme return | — | 0.80% | 6.56% | 18.39% | 5.92% | 36.86% | 28.44% | 89.62% | 68.94% | — |
| Average | 11.1% | 0.82% | 3.73% | 13.50% | 5.61% | 21.17% | 14.84% | 58.54% | 46.95% | $14.95B |
| Median | 9.0% | 0.26% | 3.10% | 17.13% | 6.78% | 9.32% | 3.32% | 57.12% | 41.31% | $7.22B |
| Std Dev | 9.3% | 1.47% | 4.88% | 9.99% | 3.54% | 25.04% | 20.42% | 37.19% | 43.83% | $20.13B |
| Min | 2.4% | -0.36% | -4.38% | 0.00% | 0.00% | -4.74% | -11.88% | 0.00% | -7.82% | $423.6M |
| Max | 30.5% | 4.19% | 10.98% | 29.48% | 10.11% | 68.44% | 55.33% | 123.31% | 117.59% | $62.57B |
| % Positive Tickers | 55.56% | 66.67% | 77.78% | 77.78% | 66.67% | 66.67% | 88.89% | 66.67% |
About this theme
US Industrial Manf '26: Steel Production tracks 9 publicly listed stocks in this theme: APAM.AS, CLF, CMC, IIIN, MTUS, NUE, STLD, USAP, X. See the constituent table for details.
