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Macro & Rates Thematic basket

Commodity Producers

The upstream commodity complex: oil and gas producers, copper, gold and silver miners, steel and aluminum, lithium and rare earths, fertilizer and grain merchants, and timberland — the price-takers whose earnings are the commodity price. The inflation, dollar and China-demand trade expressed through equities; watch it against Defensives and the Magnificent Seven for the real-assets-vs-duration rotation. Overlap with the energy basket is deliberate — this one drops the refiners, pipes and services and adds the metals, agriculture and timber legs.

45 stocks · FW 3000 universeEqual-weighted · monthly rebalance2026-09-04 · close
1 day-0.8%basket return
20 days+8.5%basket return
20 days vs FW 3000+8.9%relative return
Year to date+32.5%basket return

Performance

Follow the theme against the wider market.

-9.3%-3.5%+2.2%+7.9%+13.7%2026-06-102026-09-04
Commodity ProducersFW 3000

Series before each basket's creation date are a backtest of the membership as of creation; live tracking starts at creation.

Return1 day5 days20 days60 daysMTDYTD1 year
Basket-0.8%+0.9%+8.5%+10.0%+0.5%+32.5%+53.1%
vs FW 3000-0.4%+0.6%+8.9%+3.5%-0.1%+16.9%+28.6%

Inside the basket · 45 stocks

Current members and the reasoning behind each inclusion. Returns are for individual stocks.

Why it’s includedAdded
HLLargest US silver producer (Hecla)-2.5%+1.5%+22.7%+7.8%2026-09-02
CDEGold and silver miner: Rochester, Palmarejo, Las Chispas (Coeur)-1.9%+0.5%+22.1%+19.3%2026-09-02
BTUThermal and seaborne met coal (Peabody)+4.4%-0.2%+21.5%-2.1%2026-09-02
MTDRDelaware-basin oil E&P (Matador)-1.0%+4.9%+21.5%+42.5%2026-09-02
CFNitrogen fertilizer — the gas-to-ammonia spread-3.2%+6.0%+17.2%+75.0%2026-09-02
IPIPotash pure play — the only US muriate-of-potash producer (Intrepid)-1.0%+7.7%+16.2%+46.1%2026-09-02
PRPermian pure-play E&P (Permian Resources)-1.6%+2.9%+15.9%+69.3%2026-09-02
COPLargest independent E&P — Lower 48 shale plus Alaska and LNG-1.1%+3.0%+14.9%+46.6%2026-09-02
AUGlobal gold producer; NYSE primary listing (AngloGold Ashanti)-2.3%-3.6%+14.1%+32.4%2026-09-02
RGLDGold royalties and streams — bullion torque without mine costs (Royal Gold)-1.0%-0.3%+14.0%+18.7%2026-09-02
HCCMet coal exporter (Warrior)+1.1%-2.4%+13.7%+18.8%2026-09-02
APAOil E&P: Permian, Egypt, Suriname-3.2%+0.5%+13.7%+79.0%2026-09-02
NEMLargest gold miner — the index's only large-cap bullion producer-1.8%+0.3%+13.6%+29.1%2026-09-02
ARAppalachian natural gas and NGLs (Antero)-0.7%+2.5%+13.5%+14.4%2026-09-02
CVXIntegrated #2 — Permian, Tengiz, Gulf of Mexico-1.3%+3.3%+12.7%+40.6%2026-09-02
CHRDWilliston-basin oil E&P (Chord)-1.1%+0.3%+12.4%+62.4%2026-09-02
MOSPotash and phosphate — crop-nutrient pricing+1.4%+9.5%+12.1%+9.3%2026-09-02
DVNDelaware-basin oil E&P-1.5%+1.5%+11.8%+32.8%2026-09-02
CNRMet and thermal coal — CONSOL plus Arch (Core Natural Resources)+2.2%-1.2%+11.3%+12.9%2026-09-02
ADMGrain origination and oilseed crush — the listed way to own crop flows+0.3%+3.8%+11.2%+50.2%2026-09-02
VNOMPermian mineral and royalty interests (Viper)-1.1%+0.5%+10.5%+19.8%2026-09-02
BGOilseed crush and grain merchant (Bunge + Viterra)-1.2%+2.8%+10.2%+35.7%2026-09-02
RRCMarcellus natural gas E&P (Range)-0.9%+1.3%+9.7%+19.7%2026-09-02
OVVMulti-basin oil and gas E&P (Ovintiv)-1.7%+0.3%+9.1%+67.0%2026-09-02
EOGLow-cost shale; the returns-discipline bellwether-0.5%+1.3%+7.8%+41.7%2026-09-02
OXYPermian scale; Berkshire-backed, carbon-capture option-0.9%+1.6%+7.4%+47.4%2026-09-02
EQTAppalachian natural gas — LNG-demand leverage-0.8%+1.1%+6.7%+3.8%2026-09-02
MPRare earths: Mountain Pass mine and magnets (MP Materials)+1.4%-2.9%+6.7%+7.9%2026-09-02
TPLPermian royalties and water — asset-light oil torque, no capex-1.1%-0.4%+6.6%+26.7%2026-09-02
FANGPermian pure play — the cleanest oil-price torque in the index-1.8%+0.8%+6.5%+34.8%2026-09-02
EXELargest US gas producer by volume (Chesapeake + Southwestern)-1.1%-0.3%+6.1%-9.7%2026-09-02
ANDEGrain merchandising and plant nutrients (The Andersons)-0.3%+7.4%+6.0%+31.6%2026-09-02
XOMIntegrated supermajor: Permian, Guyana, LNG — the index's largest commodity earner-1.7%+1.8%+4.9%+35.2%2026-09-02
FCXCopper: Grasberg and the Americas — the electrification metal, with gold by-product+0.2%-4.9%+4.5%+44.2%2026-09-02
UECUS uranium ISR producer (Uranium Energy)+0.3%-6.9%+2.5%-1.2%2026-09-02
UUUUUranium plus rare-earth co-processing at White Mesa (Energy Fuels)+0.8%-1.4%+2.3%-0.5%2026-09-02
CLFIntegrated steel plus captive iron ore (Cleveland-Cliffs)+1.8%+7.6%+2.0%-5.9%2026-09-02
SCCOCopper: Peru and Mexico mines (Southern Copper)-0.4%-5.3%+1.6%+42.4%2026-09-02
AABauxite, alumina and aluminum smelting (Alcoa)-2.1%-0.7%-0.2%-5.5%2026-09-02
ALBThe largest listed lithium producer — the battery-metal cycle-4.5%-8.1%-3.7%-10.3%2026-09-02
NUELargest US steelmaker — mini-mill HRC price-taker-0.5%+4.2%-4.2%+61.0%2026-09-02
RYNTimberland REIT (Rayonier)+0.7%+0.4%-6.1%-3.1%2026-09-02
STLDMini-mill steel plus an aluminum flat-roll entry-1.6%+3.1%-7.8%+43.6%2026-09-02
CENXPrimary aluminum smelting — the largest US producer (Century)-1.5%+0.4%-8.7%+19.4%2026-09-02
WYOne of the largest private timberland owners; lumber and OSB+0.8%-1.7%-9.2%-0.2%2026-09-02

Partial price histories: CHRD from 2020-11-20, EXE from 2021-02-11, MP from 2020-06-22.

How this basket is built

Equal-weighted, monthly-rebalanced, buy-and-hold between rebalances; dated membership changes take effect same-day.

Tracked since 2026-09-02. Membership decisions are documented below.

Read the methodology →

Reading the returns

Basket returns include dividends. “vs FW 3000” compares the basket’s compounded growth with the benchmark’s. Green means positive; red means negative.

Membership history & changes
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