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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 585
Funds Holding Change 0
Funds Holding Growth 0%
Value $6.74B
Holding in Top 10 16
Top 10 Change -1
Top 10 Growth -6%
Value Growth -1%
New 71
Increased 220
Reduced 183
Closed 68
Capital Inflow $1.21B
Capital Outflow $665M
Net Capital Flow +$542M
Capital Flow Change -$515M
Calls $24M
Puts $20.6M
Net Calls +$3.37M
Put/Call Ratio 0.86