← All themes

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
276	EFS Essex Financial Services Essex, Connecticut	$13.8M	-$23.3K	2	0.69%	Reduced
277	PFC Phocas Financial Corp Alameda, California	$13.7M	-$504K	1	1.91%	Reduced
278	Hawk Ridge Capital Management Los Angeles, California	$13.6M	+$9.59M	1	0.44%	New
279	PP PDT Partners New York	$13.6M	+$10.6M	5	0.72%	Increased
280	Weiss Asset Management Boston, Massachusetts	$13.6M	-$14.6M	5	0.14%	Reduced
281	MACM MAC Alpha Capital Management Tampa, Florida	$13.5M	+$8.31M	1	6.33%	Increased
282	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$13.5M	+$2.25M	25	0.04%	Increased
283	IAM Impala Asset Management Palm Beach, Florida	$13.4M	+$13.6M	2	7.62%	Increased
284	RP Regal Partners Sydney, NSW, Australia	$13.4M	+$6.85M	3	0.74%	Increased
285	Polar Capital Holdings London, United Kingdom	$13.4M	+$1.02M	1	0.03%	Increased
286	Walleye Trading New York	$13.4M	+$9.1M	6	0.02%	Increased
287	CWM Chicago Wealth Management Chicago, Illinois	$13.4M	+$261K	1	4.74%	Increased
288	Bessemer Group Woodbridge, New Jersey	$13.3M	-$62.7K	5	0.02%	Reduced
289	Aquatic Capital Management Chicago, Illinois	$13.2M	-$14.4M	6	0.45%	Reduced
290	Private Advisor Group Morristown, New Jersey	$13.1M	-$17.7M	7	0.06%	Reduced
291	PCR Potrero Capital Research San Francisco, California	$13M	+$9.34M	3	7.22%	Increased
292	LN Lightrock Netherlands Utrecht, Netherlands	$12.9M	-$509K	1	2.55%	Reduced
293	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$12.9M	-$18.5M	11	0.01%	Reduced
294	PAG Private Advisory Group Redmond, Washington	$12.8M	+$207K	1	0.69%	Increased
295	GWM Greenwich Wealth Management Greenwich, Connecticut	$12.8M	+$5.51M	2	0.46%	Increased
296	Krilogy Financial St. Louis, Missouri	$12.6M	-$850K	1	0.37%	Reduced
297	BI BFI Infinity Zurich, Switzerland	$12.6M	+$401K	1	3.74%	Increased
298	HCC Hatch Cove Capital Chicago, Illinois	$12.6M	-$7.37M	1	5.59%	Reduced
299	DC Diametric Capital Boston, Massachusetts	$12.6M	+$7.12M	5	1.32%	Increased
300	Jones Financial Companies Des Peres, Missouri	$12.5M	+$3.79M	34	0%	Increased