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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 485
Funds Holding Change -18
Funds Holding Growth -4%
Value $3.6B
Holding in Top 10 7
Top 10 Change -3
Top 10 Growth -30%
Value Growth -15%
New 59
Increased 149
Reduced 194
Closed 66
Capital Inflow $517M
Capital Outflow $584M
Net Capital Flow -$67.1M
Capital Flow Change -$173M
Calls $15.2M
Puts $20.7M
Net Calls -$5.43M
Put/Call Ratio 1.36