← All themes

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 669
Funds Holding Change +38
Funds Holding Growth +6%
Value $7.52B
Holding in Top 10 24
Top 10 Change +6
Top 10 Growth +33%
Value Growth +25%
New 116
Increased 196
Reduced 202
Closed 63
Capital Inflow $800M
Capital Outflow $714M
Net Capital Flow +$86M
Capital Flow Change +$218M
Calls $47.2M
Puts $28.2M
Net Calls +$19M
Put/Call Ratio 0.6