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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 1,104
Funds Holding Change -19
Funds Holding Growth -2%
Value $12.7B
Holding in Top 10 42
Top 10 Change -4
Top 10 Growth -9%
Value Growth -10%
New 106
Increased 399
Reduced 318
Closed 116
Capital Inflow $1.06B
Capital Outflow $1.7B
Net Capital Flow -$645M
Capital Flow Change -$1.53B
Calls $182M
Puts $163M
Net Calls +$19.9M
Put/Call Ratio 0.89