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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 585
Funds Holding Change +41
Funds Holding Growth +8%
Value $6.83B
Holding in Top 10 17
Top 10 Change +3
Top 10 Growth +21%
Value Growth +29%
New 108
Increased 190
Reduced 196
Closed 58
Capital Inflow $1.74B
Capital Outflow $686M
Net Capital Flow +$1.06B
Capital Flow Change +$1.01B
Calls $27.9M
Puts $36.6M
Net Calls -$8.6M
Put/Call Ratio 1.31