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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 497
Funds Holding Change 0
Funds Holding Growth 0%
Value $4.95B
Holding in Top 10 11
Top 10 Change -2
Top 10 Growth -15%
Value Growth +23%
New 58
Increased 168
Reduced 176
Closed 52
Capital Inflow $499M
Capital Outflow $589M
Net Capital Flow -$90.8M
Capital Flow Change -$264M
Calls $41.8M
Puts $9.8M
Net Calls +$32M
Put/Call Ratio 0.23