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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 1,143
Funds Holding Change -3
Funds Holding Growth -0.3%
Value $12B
Holding in Top 10 40
Top 10 Change -9
Top 10 Growth -18%
Value Growth -7%
New 131
Increased 374
Reduced 377
Closed 119
Capital Inflow $1.19B
Capital Outflow $764M
Net Capital Flow +$424M
Capital Flow Change +$191M
Calls $231M
Puts $219M
Net Calls +$11.5M
Put/Call Ratio 0.95