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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 1,197
Funds Holding Change +90
Funds Holding Growth +8%
Value $14.5B
Holding in Top 10 38
Top 10 Change +6
Top 10 Growth +19%
Value Growth +28%
New 233
Increased 434
Reduced 327
Closed 129
Capital Inflow $2.47B
Capital Outflow $1.28B
Net Capital Flow +$1.2B
Capital Flow Change +$797M
Calls $1.08B
Puts $721M
Net Calls +$360M
Put/Call Ratio 0.67