·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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+4.05%α vs S&P 500
Live Portfolio Alpha (α)
+4.05%
vs S&P 500 ^GSPC
HPR
+5.84%
Benchmark
+1.79%
Since 2026-03-24
Value
€10,595.92
HPR
+5.84%
+€584.59
Alpha (α)
+4.05%
vs S&P 500
10 positions total · 6 more not shownSee full portfolio
