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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 521
Funds Holding Change -27
Funds Holding Growth -5%
Value $6.62B
Holding in Top 10 15
Top 10 Change +3
Top 10 Growth +25%
Value Growth -0.5%
New 52
Increased 202
Reduced 168
Closed 74
Capital Inflow $824M
Capital Outflow $699M
Net Capital Flow +$125M
Capital Flow Change +$121M
Calls $24.5M
Puts $14.2M
Net Calls +$10.3M
Put/Call Ratio 0.58