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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 497
Funds Holding Change +9
Funds Holding Growth +2%
Value $4.04B
Holding in Top 10 13
Top 10 Change +3
Top 10 Growth +30%
Value Growth -1%
New 64
Increased 186
Reduced 147
Closed 51
Capital Inflow $643M
Capital Outflow $470M
Net Capital Flow +$173M
Capital Flow Change +$316M
Calls $19.4M
Puts $13.9M
Net Calls +$5.54M
Put/Call Ratio 0.72