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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 1,409
Funds Holding Change +212
Funds Holding Growth +18%
Value $24.6B
Holding in Top 10 49
Top 10 Change +11
Top 10 Growth +29%
Value Growth +70%
New 349
Increased 515
Reduced 383
Closed 118
Capital Inflow $3.45B
Capital Outflow $2.81B
Net Capital Flow +$647M
Capital Flow Change -$549M
Calls $2.96B
Puts $2.53B
Net Calls +$430M
Put/Call Ratio 0.85