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Growth Theme

Commodities & Resources

Copper, gold, lithium super-cycle

US ETFs

4

HK ETFs

1

Theme avg 24h

-2.17%

Growth Thesis

AI data centers and energy transition lift copper, lithium, and gold demand; COPX/GLD/SLV trade conveniently on U.S. exchanges.

Copper is dubbed the new oil as AI infrastructure pulls demand

ETF Picks

Picks · live quotes

Updated 9/26/2026, 11:43:18 PM

SymbolMarketUnderlyingPrice24hFeeThesisShare
COPXFeaturedGlobal X Copper MinersUS · NYSEGlobal copper miners$86.73-0.63%0.65%AI and grid build-out copper demand
GLDFeaturedSPDR Gold SharesUS · NYSEPhysical gold$393.41-1.93%0.40%Safe haven plus central-bank buying theme
SLViShares Silver TrustUS · NYSEPhysical silver$58.14-2.99%0.50%Industrial and precious-metal dual role
GDXVanEck Gold MinersUS · NYSEGlobal gold miners$92.87-2.73%0.51%Higher leverage to gold price moves
02840ChinaAMC CSI AIHK · HKEXA-share resources (indirect)HK$3,079-2.56%0.99%Access mainland resource names via HK
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