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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 595
Funds Holding Change +10
Funds Holding Growth +2%
Value $7.76B
Holding in Top 10 18
Top 10 Change +2
Top 10 Growth +13%
Value Growth +15%
New 74
Increased 199
Reduced 209
Closed 56
Capital Inflow $872M
Capital Outflow $702M
Net Capital Flow +$170M
Capital Flow Change -$371M
Calls $38.9M
Puts $14.1M
Net Calls +$24.8M
Put/Call Ratio 0.36