← All themes

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 532
Funds Holding Change +11
Funds Holding Growth +2%
Value $6.06B
Holding in Top 10 12
Top 10 Change -3
Top 10 Growth -20%
Value Growth -8%
New 66
Increased 194
Reduced 159
Closed 52
Capital Inflow $632M
Capital Outflow $603M
Net Capital Flow +$29.1M
Capital Flow Change -$95.8M
Calls $15M
Puts $15.2M
Net Calls -$185K
Put/Call Ratio 1.01