Seven stocks in the Russell 1000 ETF rallied over 200% since Trump's inauguration, with MP Materials up 225.84% due to a national security related deal. Western Digital rose 245% on storage supply constraints. Market narrative features space, defense, AI, metals, and minerals.

One year after President Donald Trump's return to the White House, seven stocks in the Russell 1000 ETF have shown impressive gains, with each surpassing 200% returns. The noteworthy stocks include MP Materials Corp. (NYSE: MP) and Western Digital Corp. (NYSE: WDC). MP Materials has surged by 225.84% since Jan. 20, 2025, after the Department of Defense became its largest shareholder in a move to enhance the U.S. rare earth magnet supply. This repositioned MP as strategic infrastructure. On the other hand, WDC and other storage makers witnessed a sharp rally due to AI data centers creating a storage supply constraint, leading to WDC's shares rising nearly 245% over the past year. These performances reflect the market narrative of the past year, emphasizing space, defense, AI supply constraints, precious metals, and a national-security rush for critical minerals.