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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 1,131
Funds Holding Change +26
Funds Holding Growth +2%
Value $12.2B
Holding in Top 10 49
Top 10 Change +7
Top 10 Growth +17%
Value Growth -4%
New 145
Increased 397
Reduced 319
Closed 104
Capital Inflow $1.4B
Capital Outflow $733M
Net Capital Flow +$668M
Capital Flow Change +$1.31B
Calls $195M
Puts $125M
Net Calls +$70.2M
Put/Call Ratio 0.64