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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 651
Funds Holding Change -14
Funds Holding Growth -2%
Value $7.92B
Holding in Top 10 17
Top 10 Change -2
Top 10 Growth -11%
Value Growth -4%
New 75
Increased 222
Reduced 217
Closed 81
Capital Inflow $851M
Capital Outflow $642M
Net Capital Flow +$209M
Capital Flow Change -$173M
Calls $62.2M
Puts $49.4M
Net Calls +$12.8M
Put/Call Ratio 0.79