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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 1,097
Funds Holding Change -46
Funds Holding Growth -4%
Value $12.6B
Holding in Top 10 34
Top 10 Change -6
Top 10 Growth -15%
Value Growth +5%
New 90
Increased 384
Reduced 354
Closed 127
Capital Inflow $748M
Capital Outflow $686M
Net Capital Flow +$62M
Capital Flow Change -$362M
Calls $287M
Puts $305M
Net Calls -$17.9M
Put/Call Ratio 1.06