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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
26	26 Ramaco Resources Class B METCB $262M	75	-4	-5%	$56.8M
27	27 Westwater Resources WWR $53.7M	67	-3	-4%	$7.76M
28	28 IperionX IPX $521M	58	+13	+29%	$141M
29	29 Nouveau Monde Graphite NMG $314M	58	+5	+9%	$57.6M
30	30 Odyssey Marine Exploration OMEX $37.6M	58	-3	-5%	$17.4M
31	31 Guardian Metal Resources GMTL $248M	47	+16	+52%	$87.3M
32	32 Blue Moon Metals Inc BMM $449M	39	+14	+56%	$122M
33	33 Big Sky Industrial BSIN $73.5M	39	+8	+26%	$8.48M
34	34 5E Advanced Materials FEAM $124M	37	-2	-5%	$27.3M
35	35 Largo LGO $52.5M	37	-4	-10%	$8.79M
36	36 Titan Mining Corp TII $197M	35	+5	+17%	$17.4M
37	37 Rare Earths Americas Inc REA $148M	34	+34	–	$40.4M
38	38 Aqua Metals AQMS $5.95M	31	-3	-9%	$820K
39	NVA 39 Nova Minerals Corp NVA $122M	30	-3	-9%	$8.1M
40	ZTEK 40 DELISTED Zentek ZTEK	30	+6	+25%	$1.8M
41	41 Electra Battery Materials ELBM $50.3M	29	+1	+4%	$9.86M
42	42 Global X Rare Earth & Critical Materials ETF EART $40.1M	26	+10	+63%	$8.65M
43	43 Evolution Metals & Technologies Corp EMAT $960M	25	+4	+19%	$80.3M
44	44 Frontier Nuclear and Minerals Inc FNUC $33.3M	23	-2	-8%	$3.3M
45	45 iShares Strategic Metals ETF ISTM $25.9M	20	+7	+54%	$19.3M
46	46 First Trust Indxx Critical Metals ETF FMTL $27.4M	17	+4	+31%	$11.6M
47	47 NexMetals Mining Corp NEXM $53.5M	15	-2	-12%	$14.6M
48	48 The Metals Royalty Company TMCR $141M	15	+15	–	$24.3M
49	49 Sprott Rare Earths Ex-China ETF REXC $40.8M	14	+14	–	$8.24M
50	50 Atlas Critical Minerals Corp ATCX $10.7M	6	-2	-25%	$134K