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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 503
Funds Holding Change -29
Funds Holding Growth -5%
Value $4.24B
Holding in Top 10 10
Top 10 Change -2
Top 10 Growth -17%
Value Growth -30%
New 45
Increased 191
Reduced 160
Closed 68
Capital Inflow $557M
Capital Outflow $452M
Net Capital Flow +$105M
Capital Flow Change +$76.3M
Calls $11.2M
Puts $16M
Net Calls -$4.81M
Put/Call Ratio 1.43