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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
176	Baird Financial Group Milwaukee, Wisconsin	$27.8M	+$1.73M	5	0.04%	Increased
177	Teacher Retirement System of Texas Austin, Texas	$27.5M	+$6.25M	4	0.07%	Increased
178	Artisan Partners Milwaukee, Wisconsin	$27.5M	+$30.4M	2	0.04%	New
179	US Bancorp Minneapolis, Minnesota	$27.4M	+$24.2M	18	0.03%	Increased
180	HighTower Advisors Chicago, Illinois	$27.3M	+$1.13M	17	0.03%	Increased
181	LJAC L.J. Altfest & Co New York	$27.2M	+$1.67M	1	2.64%	Increased
182	GJL Gendell Jeffrey L	$26.4M	+$3.02M	2	0.23%	Increased
183	Rockefeller Capital Management New York	$26.4M	+$7.19M	25	0.04%	Increased
184	SCM SG Capital Management Chicago, Illinois	$26.2M	-$3.66M	1	2.16%	Reduced
185	Storebrand Asset Management Lysaker, Norway	$26.1M	+$6.88M	2	0.06%	Increased
186	Prudential Financial Newark, New Jersey	$25.9M	-$491K	16	0.03%	Reduced
187	Treasurer of the State of North Carolina Raleigh, North Carolina	$25.9M	+$25.2M	4	0.07%	Increased
188	BAMCO Inc New York	$25.5M	+$27.6M	1	0.04%	Increased
189	ACG Aventail Capital Group New York	$25M	+$19M	3	1.43%	Increased
190	MP MFN Partners Boston, Massachusetts	$24.5M	$0	1	0.51%	Maintained
191	ZP Zimmer Partners New York	$24.4M	-$7.32M	1	0.56%	Reduced
192	Capital Fund Management (CFM) Paris, France	$24.4M	+$7.87M	4	0.11%	Increased
193	AGF Management Toronto, Ontario, Canada	$24.3M	+$11.6M	4	0.09%	Increased
194	CP CenterBook Partners Greenwich, Connecticut	$24.2M	+$7.09M	6	1.19%	Increased
195	Wasatch Advisors Salt Lake City, Utah	$24.1M	+$20.9M	1	0.16%	New
196	LMR Partners London, United Kingdom	$24M	-$2.29M	5	0.09%	Reduced
197	Nomura Asset Management International Philadelphia, Pennsylvania	$23.9M	+$27M	2	0.04%	Increased
198	Lazard Asset Management New York	$23.8M	+$11.9M	7	0.04%	Increased
199	FSLI Funde Sino Life Insurance Shenzhen, China	$23.4M	+$29.2M	1	7.63%	New
200	RAM Robinhood Asset Management Menlo Park, California	$23.3M	+$5.65M	1	1.24%	Increased