Highest conviction stocks in Basic Materials
Explore which Basic Materials stocks represent the largest share of aggregate reported portfolio value across all institutional 13F filers in our dataset. Leading names include Linde plc (LIN), NEWMONT CORP (NEM), FREEPORT-MCMORAN INC (FCX), Amrize, Ltd. (AMRZ). These rankings aggregate SEC 13F filings from all institutional investors in our database.
Aggregate portfolio weight
Top symbols by share of aggregate reported portfolio value.
Highest conviction stocks
Ranked by aggregate portfolio weight across all institutional filers.
| Symbol | Name | Stocks owned | Total percentage by value |
|---|---|---|---|
| LIN | Linde plc | 2303 | 11.99% |
| NEM | NEWMONT CORP | 1802 | 4.59% |
| FCX | FREEPORT-MCMORAN INC | 1923 | 4.48% |
| AMRZ | Amrize, Ltd. | 437 | 4.40% |
| SHW | SHERWIN-WILLIAMS CO/THE | 1721 | 4.03% |
| ECL | ECOLAB INC | 1681 | 3.90% |
| CRH | CRH PLC | 982 | 3.53% |
| APD | AIR PRODUCTS & CHEMICALS INC | 1737 | 3.49% |
| AEM | AGNICO EAGLE MINES LTD | 1048 | 2.93% |
| CTVA | CORTEVA INC | 1457 | 2.88% |
| NUE | NUCOR CORP | 1540 | 2.39% |
| VMC | VULCAN MATERIALS CO | 1029 | 2.18% |
| B | BARRICK MNG CORP | 984 | 2.17% |
| MLM | MARTIN MARIETTA MATERIALS | 1049 | 1.98% |
| WPM | WHEATON PRECIOUS METALS CORP | 852 | 1.96% |
| FNV | FRANCO-NEVADA CORP | 660 | 1.72% |
| STLD | STEEL DYNAMICS INC | 1009 | 1.62% |
| PPG | PPG INDUSTRIES INC | 1086 | 1.36% |
| IFF | INTL FLAVORS & FRAGRANCES | 736 | 1.26% |
| AU | ANGLOGOLD ASHANTI PLC | 570 | 1.25% |
| TECK | TECK RESOURCES LTD-CLS B | 506 | 1.24% |
| NTR | NUTRIEN LTD | 719 | 1.13% |
| CF | CF INDUSTRIES HOLDINGS INC | 964 | 1.02% |
| KGC | KINROSS GOLD CORP | 621 | 1.01% |
| DOW | DOW INC | 1169 | 0.93% |
| ALB | ALBEMARLE CORP | 893 | 0.92% |
| RS | RELIANCE INC | 678 | 0.90% |
| RGLD | ROYAL GOLD INC | 757 | 0.85% |
| DD | DUPONT DE NEMOURS INC | 1128 | 0.84% |
| SCCO | SOUTHERN COPPER CORP | 871 | 0.80% |
| CDE | COEUR MINING INC | 675 | 0.79% |
| LYB | LYONDELLBASELL INDUSTRIES N | 889 | 0.77% |
| ESI | ELEMENT SOLUTIONS INC | 488 | 0.71% |
| RPM | RPM INTERNATIONAL INC | 774 | 0.71% |
| RIO | RIO TINTO PLC-SPON ADR | 953 | 0.71% |
| VALE | VALE SA-SP ADR | 525 | 0.71% |
| SOLS | Solstice Advanced Materials Inc. | 1088 | 0.69% |
| AA | ALCOA CORP | 671 | 0.62% |
| BHP | BHP GROUP LTD-SPON ADR | 818 | 0.57% |
| PAAS | PAN AMERICAN SILVER CORP | 568 | 0.57% |
| SSD | SIMPSON MANUFACTURING CO INC | 474 | 0.51% |
| MP | MP MATERIALS CORP | 722 | 0.48% |
| HBM | HUDBAY MINERALS INC | 307 | 0.47% |
| AXTA | AXALTA COATING SYS LTD | 353 | 0.46% |
| HL | HECLA MINING CO | 563 | 0.44% |
| EXP | EAGLE MATERIALS INC | 514 | 0.43% |
| AGI | ALAMOS GOLD INC-CLASS A | 467 | 0.42% |
| EMN | EASTMAN CHEMICAL CO | 641 | 0.41% |
| MOS | MOSAIC CO/THE | 659 | 0.39% |
| CX | CEMEX SAB-SPONS ADR PART CER | 314 | 0.38% |