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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 957
Funds Holding Change +25
Funds Holding Growth +3%
Value $15.1B
Holding in Top 10 44
Top 10 Change +4
Top 10 Growth +10%
Value Growth -2%
New 159
Increased 345
Reduced 275
Closed 122
Capital Inflow $1.65B
Capital Outflow $1.17B
Net Capital Flow +$478M
Capital Flow Change -$987M
Calls $425M
Puts $300M
Net Calls +$125M
Put/Call Ratio 0.71