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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	Funds holding	Growth	Growth %	Fund value
1	1 MP Materials MP $7.12B	758	+39	+5%	$8.22B
2	2 Materion MTRN $5.33B	406	+72	+22%	$6.04B
3	3 USA Rare Earth Inc USAR $3.87B	396	+78	+25%	$2.96B
4	4 VanEck Rare Earth/Strategic Metals ETF REMX $1.61B	361	+35	+11%	$984M
5	5 Energy Fuels UUUU $2.21B	349	+11	+3%	$2.63B
6	6 Kennametal KMT $2.36B	340	+24	+8%	$2.83B
7	7 AXT Inc AXTI $4.04B	257	+64	+33%	$3.31B
8	8 Sibanye-Stillwater SBSW $6.67B	256	-15	-6%	$1.11B
9	9 Perpetua Resources PPTA $2.17B	253	-14	-5%	$1.74B
10	10 Tronox TROX $551M	240	+5	+2%	$789M
11	11 United States Antimony UAMY $418M	240	+4	+2%	$653M
12	12 TMC The Metals Company TMC $1.16B	212	+3	+1%	$265M
13	13 NioCorp Developments NB $458M	211	+6	+3%	$235M
14	14 Ivanhoe Electric IE $1.31B	201	-8	-4%	$1.13B
15	15 Ramaco Resources Class A METC $532M	200	-8	-4%	$603M
16	16 Compass Diversified CODI $803M	181	+7	+4%	$603M
17	17 Almonty Industries ALM $2.94B	180	+38	+27%	$2.05B
18	TGB 18 Trekor Metals TGB $3B	179	-30	-14%	$1.22B
19	19 FerroAtlántica GSM $725M	176	+3	+2%	$337M
20	20 Hycroft Mining Holding Corp HYMC $1.52B	171	0	0%	$876M
21	21 Critical Metals Corp CRML $920M	169	+3	+2%	$308M
22	22 Idaho Strategic Resources IDR $326M	127	-10	-7%	$246M
23	23 Sprott Energy Transition Materials ETF SETM $457M	109	+12	+12%	$247M
24	24 REalloys Inc ALOY $428M	105	+56	+114%	$319M
25	25 The Elmet Group ELMT $588M	83	+83	–	$230M