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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 664
Funds Holding Change +13
Funds Holding Growth +2%
Value $7.84B
Holding in Top 10 15
Top 10 Change -2
Top 10 Growth -12%
Value Growth -1%
New 87
Increased 235
Reduced 203
Closed 67
Capital Inflow $576M
Capital Outflow $736M
Net Capital Flow -$160M
Capital Flow Change -$369M
Calls $44.3M
Puts $23.9M
Net Calls +$20.4M
Put/Call Ratio 0.54