Resource Nationalism Portfolio
This carefully selected collection features companies with strategic control over essential, finite resources in politically stable regions. As global demand for critical materials grows, these stocks offer a powerful defense against international supply chain disruptions.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
MP Materials Corp.
MP
Current price
$75.03
As the only integrated rare earth mining and processing site in North America, it is a cornerstone of the U.S. strategy to build a domestic supply cha...
As the only integrated rare earth mining and processing site in North America, it is a cornerstone of the U.S. strategy to build a domestic supply chain for critical minerals.
Albemarle Corporation
ALB
Current price
$82.19
A global leader in lithium production, it has significant operations in stable regions like the Americas and Australia, crucial for the EV battery sup...
A global leader in lithium production, it has significant operations in stable regions like the Americas and Australia, crucial for the EV battery supply chain.
Lithium Americas Corp.
LAC
Current price
$2.90
This company is developing the Thacker Pass mine in Nevada, one of the largest known lithium deposits in the world, positioning it as a key future sup...
This company is developing the Thacker Pass mine in Nevada, one of the largest known lithium deposits in the world, positioning it as a key future supplier in the U.S.
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About This Group of Stocks
Our Expert Thinking
This portfolio capitalizes on the growing value of essential resource control. Companies owning irreplaceable assets like lithium deposits, rare earths, copper reserves, and water rights in secure jurisdictions have built powerful competitive moats that insulate them from global volatility.
What You Need to Know
These companies operate in stable regions like the US, Canada, Australia, and Chile, minimizing political risks common in resource extraction. The portfolio offers exposure to tangible assets with long-term strategic value as nations increasingly prioritize domestic supply chain security.
Why These Stocks
Each company was selected for its dominant position controlling finite, critical resources essential for modern technology and infrastructure. With accelerating deglobalization trends and growing concerns about resource security, these firms are positioned to benefit from their strategic holdings.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+64.00%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 64% over the next year.
Stocks Rated Buy by Analysts
10 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
The New National Security Play
As countries race to secure domestic supply chains, these companies controlling vital resources in stable regions are becoming strategic national assets, potentially driving significant valuation premiums.
Irreplaceable Assets
These companies own what others can't replicate: finite, geographically-fixed resources essential for modern technology and infrastructure. This creates a powerful competitive advantage as demand surges.
Powering the Green Revolution
Many of these companies control the critical minerals and materials essential for electric vehicles, renewable energy, and the entire clean technology ecosystem, positioning them at the heart of the energy transition.
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Discover More Opportunities
Uncle Sam's Semiconductor Stake
The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.
The Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
Frequently Asked Questions
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