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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 1,110
Funds Holding Change +7
Funds Holding Growth +0.6%
Value $11.8B
Holding in Top 10 45
Top 10 Change -6
Top 10 Growth -12%
Value Growth -2%
New 155
Increased 358
Reduced 354
Closed 128
Capital Inflow $1.04B
Capital Outflow $944M
Net Capital Flow +$92.1M
Capital Flow Change -$61.7M
Calls $236M
Puts $176M
Net Calls +$59.9M
Put/Call Ratio 0.75