Materials
66 materials companies mentioned in the letters, sorted by how many letters talk about them.
Other sectors
- Communication Services 64
- Consumer Discretionary 169
- Consumer Staples 60
- Energy 51
- Financials 121
- Health Care 63
- Industrials 120
- Information Technology 100
- Materials 66
- Real Estate 33
- Utilities 12
Companies
- Semapa22 letters
- Aperam18 letters
- Iberpapel16 letters
- Atalaya Mining14 letters
- Lucara Diamond13 letters
- Ercros10 letters
- Equinox Gold10 letters
- Alphamin Resources9 letters
- BHP9 letters
- Nutrien9 letters
- Wheaton Precious Metals9 letters
- Barrick Gold8 letters
- GrafTech8 letters
- Linde8 letters
- Ramaco Resources7 letters
- Vidrala7 letters
- Verallia7 letters
- Acerinox7 letters
- Glencore6 letters
- Altius Minerals5 letters
- Celanese5 letters
- Groupe Guillin5 letters
- Warrior Met Coal5 letters
- Lundin Mining5 letters
- The Navigator Company5 letters
- Vale5 letters
- Teck Resources4 letters
- Anglo American4 letters
- Valterra Platinum4 letters
- Canfor Pulp4 letters
- Ganfeng Lithium4 letters
- Newmont4 letters
- Magna Mining4 letters
- Martin Marietta4 letters
- Croda International4 letters
- Lithium Americas4 letters
- Centaurus Metals4 letters
- Rio Tinto4 letters
- Nordic Paper3 letters
- SolGold3 letters
- Capstone Copper3 letters
- Agnico Eagle3 letters
- SQM3 letters
- Ivanhoe Mines3 letters
- Zijin Mining3 letters
- Victrex3 letters
- Ence2 letters
- PSB Industries2 letters
- Antofagasta2 letters
- Alcoa2 letters
- Nucor2 letters
- Ionic Rare Earths2 letters
- Pan American Silver2 letters
- Aurubis2 letters
- BASF2 letters
- Corticeira Amorim2 letters
- DuPont2 letters
- G-Mining Ventures2 letters
- MP Materials2 letters
- Nippon Steel2 letters
- Royal Gold2 letters
- Suzano1 letter
- Stella-Jones1 letter
- Outokumpu1 letter
- Akzo Nobel1 letter
- PPG Industries1 letter
Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.