·5 min read
The Bottleneck Trade, Part II: Own the Metals Layer
Five small- and mid-cap stocks tied to the critical metals inside the next hardware cycle
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-0.52%α vs S&P 500
Live Portfolio Alpha (α)
-0.52%
vs S&P 500 ^GSPC
HPR
-3.22%
Benchmark
-2.70%
Since 2026-03-24
Market Value
€9,689.43
HPR
-3.22%
-€321.89
Alpha (α)
-0.52%
vs S&P 500
10 positions total · 6 more not shownSee full portfolio
