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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
151
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$33.3M -$18.1M 4 0.02% Reduced
152
YEPX
Yorktown Energy Partners X
New York
$33.2M -$10 2 69.79% Reduced
153
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$33.2M -$81.5K 2 0.82% Reduced
154
Hosking Partners
Hosking Partners
United Kingdom
$32.5M -$5.51M 1 1.08% Reduced
155
Empowered Funds
Empowered Funds
Pennsylvania
$32.5M +$419K 9 0.17% Increased
156
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$32.3M +$14.2M 22 0.04% Increased
157
Aberdeen Group
Aberdeen Group
United Kingdom
$31.7M -$15.7M 3 0.04% Reduced
158
Nomura Asset Management
Nomura Asset Management
Japan
$31.5M +$33.8M 4 0.07% Increased
159
Gotham Asset Management
Gotham Asset Management
New York
$31.4M +$2.93M 7 0.07% Increased
160
Federated Hermes
Federated Hermes
Pennsylvania
$31.4M +$8.08M 7 0.05% Increased
161
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$31.2M +$8.81M 5 0.61% Increased
162
Granahan Investment Management
Granahan Investment Management
Massachusetts
$30.7M -$14.9M 3 1.1% Reduced
163
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$30.6M -$9.44M 10 0.54% Reduced
164
YEPI
Yorktown Energy Partners IX
New York
$29.7M -$14.6M 2 82.29% Reduced
165
LSV Asset Management
LSV Asset Management
Illinois
$29.4M +$21.8M 1 0.05% Increased
166
Creative Planning
Creative Planning
Kansas
$29.2M +$1.73M 22 0.02% Increased
167
Jupiter Topco
Jupiter Topco
New York
$29.1M +$31.8M 15 0.01% New
168
PRRFG
Paul R. Ried Financial Group
Washington
$28.8M -$2.83M 1 12.58% Reduced
169
Emerald Advisers
Emerald Advisers
Pennsylvania
$28.6M +$19.4M 2 0.67% Increased
170
OCMH
Oxbow Capital Management (HK)
Hong Kong
$28.6M +$32.9M 1 8.05% New
171
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$28.3M +$17.4M 1 0.04% Increased
172
WSL
Western Standard LLC
California
$28.3M -$5.29M 1 9.57% Reduced
173
Donald Smith & Co
Donald Smith & Co
New York
$28.1M -$15.1M 2 0.5% Reduced
174
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$27.9M +$6.62M 13 0.04% Increased
175
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.8M +$958K 21 0.06% Increased