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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 488
Funds Holding Change +3
Funds Holding Growth +0.6%
Value $4.1B
Holding in Top 10 10
Top 10 Change +3
Top 10 Growth +43%
Value Growth +14%
New 77
Increased 161
Reduced 162
Closed 72
Capital Inflow $456M
Capital Outflow $599M
Net Capital Flow -$143M
Capital Flow Change -$75.9M
Calls $24.8M
Puts $28.3M
Net Calls -$3.55M
Put/Call Ratio 1.14