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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 549
Funds Holding Change +3
Funds Holding Growth +0.5%
Value $7.43B
Holding in Top 10 25
Top 10 Change 0
Top 10 Growth 0%
Value Growth -3%
New 57
Increased 176
Reduced 207
Closed 48
Capital Inflow $751M
Capital Outflow $800M
Net Capital Flow -$49M
Capital Flow Change +$19.9M
Calls $21.3M
Puts $12.8M
Net Calls +$8.49M
Put/Call Ratio 0.6