Theme
Copper
The core electrification metal — grid, data centers, EVs — and structurally supply-short.
Copper is the core electrification metal, carrying current through the grid, data centers, and electric vehicles. Long permitting timelines and declining ore grades leave the market structurally supply-short against rising demand.
Companies · 16
Southern Copper CorporationSCCO
Market cap$171B
Conviction5 / 5
Copper
Read profileBHP Group LimitedBHP
Market cap$216B
Conviction5 / 5
Copper
Read profileRio Tinto GroupRIO
Market cap$120B
Conviction5 / 5
Copper
Read profileGlencore plcGLNCY
Market cap$86B
Conviction4 / 5
CopperSpecialty & defense metals
Read profileAntofagasta plcANTO
Market cap$49B
Conviction4 / 5
Copper
Read profileHudbay Minerals Inc.HBM
Market cap$12B
Conviction4 / 5
Copper
Read profileFreeport-McMoRan Inc.FCX
Market cap$104B
Conviction4 / 5
Copper
Read profileTeck Resources LimitedTECK
Market cap$32B
Conviction4 / 5
Copper
Read profileKoBold Metals CompanyPrivate
Market cap—
Conviction4 / 5
Copper
Read profileAnglo American plcAAL
Market cap$57B
Conviction3 / 5
Copper
Read profileCapstone Copper Corp.CS
Market cap$7.9B
Conviction3 / 5
Copper
Read profileEro Copper Corp.ERO
Market cap$3.8B
Conviction3 / 5
Copper
Read profileVale S.A.VALE
Market cap$59B
Conviction3 / 5
CopperBattery materials & recycling
Read profileLundin Mining CorporationLUN
Market cap$21B
Conviction3 / 5
Copper
Read profileFirst Quantum Minerals Ltd.FM
Market cap$27B
Conviction3 / 5
Copper
Read profileIvanhoe Mines Ltd.IVPAF
Market cap$12B
Conviction3 / 5
Copper
Read profile