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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 544
Funds Holding Change +47
Funds Holding Growth +9%
Value $5.28B
Holding in Top 10 14
Top 10 Change +3
Top 10 Growth +27%
Value Growth +7%
New 98
Increased 168
Reduced 180
Closed 43
Capital Inflow $698M
Capital Outflow $653M
Net Capital Flow +$45M
Capital Flow Change +$136M
Calls $37.6M
Puts $15.5M
Net Calls +$22.1M
Put/Call Ratio 0.41