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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 630
Funds Holding Change +19
Funds Holding Growth +3%
Value $6.12B
Holding in Top 10 21
Top 10 Change +6
Top 10 Growth +40%
Value Growth +69%
New 99
Increased 204
Reduced 183
Closed 73
Capital Inflow $983M
Capital Outflow $429M
Net Capital Flow +$554M
Capital Flow Change +$1.12B
Calls $27.6M
Puts $26.6M
Net Calls +$963K
Put/Call Ratio 0.97