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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 1,099
Funds Holding Change -22
Funds Holding Growth -2%
Value $13.4B
Holding in Top 10 50
Top 10 Change -2
Top 10 Growth -4%
Value Growth -28%
New 137
Increased 386
Reduced 354
Closed 146
Capital Inflow $1.81B
Capital Outflow $1.27B
Net Capital Flow +$539M
Capital Flow Change +$95.8M
Calls $257M
Puts $266M
Net Calls -$9.72M
Put/Call Ratio 1.04