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AI Materials & Physical Input Stocks · 12 stocks

The AI Materials & Physical Input Stocks list tracks 12 stocks with a combined market capitalization of $654.8 billion. The largest is Linde (LIN) at $234.8 billion. Updated

Overview

Performance (1d)
-1.90%
Advancers
1
Decliners
11
Holdings
12
Total market cap
$654.8B
Largest holding
LIN · 35.9%
Top 10 weight
99.5%
Sectors
2
Top sector
Basic Materials · 97%
Best today
ERO +4.59%
Worst today
SCCO -3.27%

Sector weights

Basic Materials 96.6%
Industrials 3.4%

AI Materials & Physical Input Stocks weight heatmap

Tile size is market cap; color is the latest daily change, grouped by sector and industry — a visual heatmap of AI Materials & Physical Input Stocks.

Technical signals in AI Materials & Physical Input

Chart conditions currently in force among AI Materials & Physical Input stocks — each opens the screener filtered to AI Materials & Physical Input + that signal.

Near 52-Week High AI Materials & Physical Input Stocks

AI Materials & Physical Input stocks trading within 10% of their 52-week high. A live technical scan, refreshed daily — informational, not advice.

52-week-high screener →

MACD Bullish AI Materials & Physical Input Stocks

AI Materials & Physical Input stocks with a bullish MACD (the MACD line above its signal line). A live technical scan, refreshed daily — informational, not advice.

MACD-bullish screener →

Above the 200-Day Average AI Materials & Physical Input Stocks

AI Materials & Physical Input stocks trading above their 200-day moving average. A live technical scan, refreshed daily — informational, not advice.

Above-200-day screener →

MACD Bearish AI Materials & Physical Input Stocks

AI Materials & Physical Input stocks with a bearish MACD (the MACD line below its signal line). A live technical scan, refreshed daily — informational, not advice.

MACD-bearish screener →

Constituents

Filters1
1–12 of 12
LINLindeBasic MaterialsIndustrial Inorganic Chemicals$234.8B33.51511.50-1.59%Bullish86K
SCCOSouthern CopperBasic MaterialsMetal Mining$146.4B22.97173.43-3.27%Bearish42K
FCXFreeport-McMoRanBasic MaterialsMetal Mining$88.7B40.2461.76-2.03%Bearish499K
APDAir Products and ChemicalsBasic MaterialsIndustrial Inorganic Chemicals$69.7B-1472.88312.85-0.97%Strongly Bullish78K
VMCVulcan MaterialsBasic MaterialsMining & Quarrying Of Nonmetallic Minerals (No Fuels)$36.5B33.10284.54-1.62%Bullish99K
MLMMartin MariettaBasic MaterialsMining & Quarrying Of Nonmetallic Minerals (No Fuels)$32.7B13.30543.87-1.53%Neutral47K
XYLXylemIndustrialsPumps & Pumping Equipment$22.1B20.4096.25-1.02%Strongly Bearish96K
CLFCleveland-CliffsBasic MaterialsMetal Mining$8.1B-17.0514.13-0.98%Strongly Bullish737K
MPMP MaterialsBasic MaterialsMetal Mining$6.7B-111.2137.85-1.71%Bearish224K
EXPEagle MaterialsBasic MaterialsCement, Hydraulic$5.9B14.69192.75-1.48%Neutral47K
EROEro CopperBasic MaterialsMetal Mining$3.2B—30.44+4.59%Bearish118K
TECKTeck ResourcesBasic MaterialsMining & Quarrying Of Nonmetallic Minerals (No Fuels)——61.78-1.49%Bearish162K

Frequently asked questions

What is the AI Materials & Physical Input Stocks list?

AI materials stocks supply the physical inputs of the build-out — copper, electrical steel, rare-earth magnets, industrial gases, water systems and aggregates. AI-driven demand is a marginal driver on a large existing base for most of these companies; the exposure is to supply constraints, not to AI revenue.

How many stocks are in the AI Materials & Physical Input Stocks list?

The AI Materials & Physical Input Stocks list currently includes 12 stocks, as of 2026-11-04. It is refreshed every trading day.

What is the largest stock in the AI Materials & Physical Input Stocks list?

Linde (LIN), with a market cap of $234.8 billion.

Can I screen AI Materials & Physical Input Stocks by valuation or technicals?

Yes — the AI Materials & Physical Input Stocks screener starts from this list's members with the full set of valuation, financial and technical filters.

Cite this data: “AI Materials & Physical Input Stocks — constituents, market caps & computed weights”, tradmap.com, data as of 2026-11-04 — tradmap.com/lists/ai-materials-stocks. Free to cite with attribution and a link. Download CSV

Source: SEC EDGAR (shares) · Databento EQUS.MINI (EOD prices) · weights computed by tradmap. Not affiliated with any index provider. Informational only — not financial advice.