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Critical Minerals & Rare Earths

Critical minerals and rare earths are the inputs that magnets, batteries, and defence systems cannot be built without, and processing is heavily concentrated in a few countries. Export restrictions have turned supply into a policy instrument.

60 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
251
NFT
Nan Fung Trinity
Hong Kong
$15.9M $0 1 1.57% Maintained
252
PHS
Pekin Hardy Strauss
Illinois
$15.8M +$1.33M 9 1.39% Increased
253
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$15.7M +$237K 5 0.12% Increased
254
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$15.6M +$17M 1 0.34% New
255
SA
Sicart Associates
New York
$15.6M +$8.69M 1 3.81% Increased
256
PIC
PCJ Investment Counsel
Ontario, Canada
$15.5M +$2.29M 3 4.46% Increased
257
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$15.5M +$3.13M 13 0.03% Increased
258
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$15.3M +$2.67M 12 0.03% Increased
259
LK
Lumbard & Kellner
New Hampshire
$15.3M -$419 1 4.65% Reduced
260
Neuberger Berman Group
Neuberger Berman Group
New York
$15.3M +$13.3M 11 0.01% Increased
261
BCM
Brightline Capital Management
Florida
$15.1M +$1.41M 1 3.28% Increased
262
YCM
Yaupon Capital Management
New York
$15.1M $0 1 0.3% Maintained
263
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$15M +$301K 16 0.03% Increased
264
Atria Investments
Atria Investments
North Carolina
$15M +$15.1M 4 0.15% Increased
265
MWM
Mindset Wealth Management
Indiana
$14.9M +$13.3M 1 2.86% Increased
266
Engineers Gate Manager
Engineers Gate Manager
New York
$14.8M +$6.11M 12 0.19% Increased
267
NP
Ninepoint Partners
Ontario, Canada
$14.7M -$324K 1 1.12% Reduced
268
Empyrean Capital Partners
Empyrean Capital Partners
California
$14.5M -$3.83M 2 0.48% Reduced
269
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$14.4M +$2.48M 2 0.58% Increased
270
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$14.4M +$13.7M 3 0.12% Increased
271
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.3M +$9.62M 4 0.08% Increased
272
DRW Securities
DRW Securities
Illinois
$14.2M -$5.58M 7 0.35% Reduced
273
MA
Mudita Advisors
United Kingdom
$14.1M $0 1 2.94% Maintained
274
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$14M -$609K 3 0.03% Reduced
275
FSA
Financial Sense Advisors
California
$14M +$7.19M 5 2.76% Increased