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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 577
Funds Holding Change +28
Funds Holding Growth +5%
Value $7.99B
Holding in Top 10 20
Top 10 Change -5
Top 10 Growth -20%
Value Growth +7%
New 77
Increased 194
Reduced 192
Closed 48
Capital Inflow $884M
Capital Outflow $778M
Net Capital Flow +$106M
Capital Flow Change +$155M
Calls $47M
Puts $18.1M
Net Calls +$28.8M
Put/Call Ratio 0.39