Overview
Junior copper mining companies. Copper demand surge from electrification, EV batteries, and AI data center power infrastructure drives junior miners.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| TOREX | Torex Gold Res. | 6.4% |
| SLS | Solaris Resources | 5.8% |
| CS | Capstone Mining | 5.4% |
| LUN | Lundin Mining | 4.8% |
| EXCL | Excelsior Mining | 4.4% |
| ARG | Amerigo Resources | 4.2% |
| WRN | Western Copper | 3.8% |
| TMQ | Trilogy Metals | 3.4% |
| ARIC | Arizona Copper | 3.2% |
| FM | First Quantum | 2.9% |
Fund Details
Investment Thesis
Copper is the single most important metal for the global energy transition. Each electric vehicle requires four times more copper than a combustion engine car, and AI data center buildouts require massive copper wiring infrastructure. COPJ focuses on junior miners who offer the highest leverage to copper price increases as they build and ramp production.
Who It's For
Investors with a high-conviction thesis on the copper supercycle driven by electrification, electric vehicles, renewable energy, and AI data center construction. Junior miners offer the highest potential returns but also the highest risk. Suitable as a satellite position within a diversified commodities allocation, not as a core holding.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | -- | -- |
| 2019 | -- | -- |
| 2020 | -- | -- |
| 2021 | -- | -- |
| 2022 | -- | -- |
| 2023 | -- | -- |
| 2024 | $12.42 | -- |
| 2025 | $16.82 | +35.4% |
| Year | Yield |
|---|---|
| 2016 | -- |
| 2017 | -- |
| 2018 | -- |
| 2019 | -- |
| 2020 | -- |
| 2021 | -- |
| 2022 | -- |
| 2023 | -- |
| 2024 | 0.12% |
| 2025 | 0.18% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | -- | -- |
| 2019 | -- | -- |
| 2020 | -- | -- |
| 2021 | -- | -- |
| 2022 | -- | -- |
| 2023 | -- | -- |
| 2024 | $0.06B | -- |
| 2025 | $0.15B | +150.0% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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