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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 648
Funds Holding Change -15
Funds Holding Growth -2%
Value $7.16B
Holding in Top 10 20
Top 10 Change +1
Top 10 Growth +5%
Value Growth +5%
New 71
Increased 203
Reduced 219
Closed 79
Capital Inflow $899M
Capital Outflow $660M
Net Capital Flow +$239M
Capital Flow Change +$258M
Calls $45.9M
Puts $18.6M
Net Calls +$27.4M
Put/Call Ratio 0.4