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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 631
Funds Holding Change -17
Funds Holding Growth -3%
Value $6.01B
Holding in Top 10 18
Top 10 Change -2
Top 10 Growth -10%
Value Growth -16%
New 69
Increased 209
Reduced 194
Closed 81
Capital Inflow $532M
Capital Outflow $665M
Net Capital Flow -$133M
Capital Flow Change -$372M
Calls $35.8M
Puts $22M
Net Calls +$13.8M
Put/Call Ratio 0.61