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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 643
Funds Holding Change +48
Funds Holding Growth +8%
Value $9.34B
Holding in Top 10 27
Top 10 Change +9
Top 10 Growth +50%
Value Growth +20%
New 112
Increased 239
Reduced 188
Closed 56
Capital Inflow $1.4B
Capital Outflow $676M
Net Capital Flow +$728M
Capital Flow Change +$558M
Calls $129M
Puts $70.6M
Net Calls +$58.7M
Put/Call Ratio 0.55