Critical minerals and rare earths
This theme covers listed companies that mine, process or develop minerals used in magnets, batteries, defense and electronics. It does not include large diversified miners or the companies that buy these materials. Members were chosen because one or more of these minerals is the main focus of the business.
Companies
By tier, with the last 12 months of insider, congressional, contract and lobbying activity.
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Tiers
How much of each company the theme explains.
- Pure-play7 companies
- Diversified1 company
How this list is chosen
Last reviewed Oct 27, 2026.
A listed company is included when rare earths, lithium, antimony, niobium or similar minerals are the main focus of its business. Membership is reviewed twice a year, in March and September, and every change is logged below.
Change log
- Oct 27, 2026First list published with 8 companies.
The case commonly made
What supporters of the theme usually argue. Not our view.
- Supporters point to these minerals being needed for magnets, batteries, electronics and defense equipment.
- The case usually made is that governments want supply outside a few dominant producing countries.
- Supporters argue that public funding and agreements have increased interest in domestic mining and processing.
Risks commonly cited
What critics and cautious investors usually raise. Not our view.
- Critics note that mineral prices can swing widely and fall below the cost of production.
- Risks often raised include long permitting timelines, environmental objections and high project costs.
- Critics note that many members are early-stage and depend on raising money or on government support.
Funds with an overlapping focus
Shown for reference. Their holdings and rules differ from this theme, and listing them is not an endorsement.
- REMXVanEck Rare Earth and Strategic Metals ETF
- LITGlobal X Lithium & Battery Tech ETF
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Using 13F.ai, which companies on the "Critical minerals and rare earths" list had insider buying or selling, or trades by members of Congress, in the last 90 days? Show the filings.
Using 13F.ai, compare the companies on the "Critical minerals and rare earths" list by federal contracts and lobbying spend over the last 12 months.
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A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.