A year after President Donald Trump returned to the White House, seven stocks in the Russell 1000 ETF have delivered staggering returns, each topping 200% gains.

The performance table reads like a mood board for the market narrative of the past year: space, defense, AI supply constraints, precious metals and a national-security scramble for critical minerals.

7) MP Materials: Rare Earths Become A National Security Matter

MP Materials Corp. (NYSE:MP) has rallied 225.84% since Jan. 20, 2025, as Washington got directly involved in the rare-earth business.

In July 2025, the Department of Defense would become MP's largest shareholder under a deal to boost U.S. rare earth magnet supply.

The market repriced MP as strategic infrastructure rather than a cyclical materials producer.

6) Western Digital: The Memory Market Turned Scarce Again

Western Digital Corp. (NYSE:WDC) and other storage makers have sharply rallied as AI data centers turned storage into a major supply constraint. Shares of WDC have risen nearly 245% over the past year as cloud providers ramped up demand for ...