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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 932
Funds Holding Change +57
Funds Holding Growth +7%
Value $15.4B
Holding in Top 10 40
Top 10 Change +2
Top 10 Growth +5%
Value Growth +14%
New 161
Increased 356
Reduced 238
Closed 94
Capital Inflow $2.25B
Capital Outflow $783M
Net Capital Flow +$1.47B
Capital Flow Change +$1.1B
Calls $334M
Puts $299M
Net Calls +$35.2M
Put/Call Ratio 0.89