• Evolution Metals & Technologies Corp (EMAT) is positioned around critical materials, an area central to electrification and supply-chain security.
• Ferroglobe PLC (GSM) is associated with silicon metal and related materials, connecting it to a range of industrial end markets.
• First Quantum Minerals Ltd (FQVLF) is associated with copper production, a metal central to electrification and the energy transition.
• Copper’s role in electrification and infrastructure keeps the stock connected to structural demand themes.
• Gerdau SA (GGB) is a long-established steel producer whose operations span the Americas, giving it exposure to several distinct construction and industrial cycles.
• Highlander Silver Corp (HSLV) is positioned as a silver-focused exploration name within the precious metals space.
• Hudbay Minerals (HBM) is a diversified miner with significant copper exposure, giving it a high-beta profile relative to copper price moves.
• Commercial Metals Co (CMC) is a steel and metals company closely tied to construction-related demand and recycled-steel production.
• Compass Minerals International Inc (CMP) operates across salt and specialty plant-nutrition markets, giving it exposure to two distinct commodity themes.
• Constellium SE (CSTM) is engaged in aluminium products, serving markets such as aerospace, automotive, and packaging.