← 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 679
Funds Holding Change +15
Funds Holding Growth +2%
Value $5.57B
Holding in Top 10 19
Top 10 Change +4
Top 10 Growth +27%
Value Growth -29%
New 109
Increased 222
Reduced 217
Closed 88
Capital Inflow $621M
Capital Outflow $712M
Net Capital Flow -$90.9M
Capital Flow Change +$69.5M
Calls $35M
Puts $19.4M
Net Calls +$15.7M
Put/Call Ratio 0.55