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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 546
Funds Holding Change +4
Funds Holding Growth +0.7%
Value $7.68B
Holding in Top 10 25
Top 10 Change -3
Top 10 Growth -11%
Value Growth +7%
New 75
Increased 182
Reduced 203
Closed 66
Capital Inflow $705M
Capital Outflow $774M
Net Capital Flow -$68.9M
Capital Flow Change -$232M
Calls $10.8M
Puts $9.41M
Net Calls +$1.37M
Put/Call Ratio 0.87