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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 548
Funds Holding Change -4
Funds Holding Growth -0.7%
Value $6.65B
Holding in Top 10 12
Top 10 Change -6
Top 10 Growth -33%
Value Growth -9%
New 78
Increased 178
Reduced 200
Closed 74
Capital Inflow $796M
Capital Outflow $792M
Net Capital Flow +$3.94M
Capital Flow Change -$201M
Calls $36.8M
Puts $8.56M
Net Calls +$28.3M
Put/Call Ratio 0.23