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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

Value
Increase
Decrease
Funds Holding 1,814
Funds Holding Change +83
Funds Holding Growth +5%
Value $40.7B
Holding in Top 10 63
Top 10 Change -13
Top 10 Growth -17%
Value Growth +19%
New 279
Increased 755
Reduced 516
Closed 169
Capital Inflow $8.57B
Capital Outflow $3.41B
Net Capital Flow +$5.16B
Capital Flow Change -$2.32B
Calls $5.75B
Puts $2.5B
Net Calls +$3.26B
Put/Call Ratio 0.43