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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

New
Increased
Maintained
Reduced
Closed
Funds Holding 552
Funds Holding Change -25
Funds Holding Growth -4%
Value $7.3B
Holding in Top 10 18
Top 10 Change -2
Top 10 Growth -10%
Value Growth -9%
New 53
Increased 175
Reduced 198
Closed 73
Capital Inflow $993M
Capital Outflow $788M
Net Capital Flow +$205M
Capital Flow Change +$98.7M
Calls $83.4M
Puts $14.8M
Net Calls +$68.6M
Put/Call Ratio 0.18