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Rare Earths Investment Strategy
Strategic allocation to U.S.-based Rare Earth Minerals and Materials sectors critical for technological independence and national security.
Mining to Production Value Chain
Explore our comprehensive investment approach across the entire rare earth materials supply chain, from extraction to advanced manufacturing. Hover over each stage to view detailed holdings, market outlook, and fund allocation.
Interactive infographic: Hover over each stage to view detailed holdings, market outlook, and fund allocation percentages
Why Invest in Rare Earths?
National Security
Critical materials for defense systems, advanced weaponry, and military technology independence from foreign suppliers.
Growth Potential
Explosive demand driven by EV batteries, renewable energy, consumer electronics, and advanced manufacturing sectors.
Supply Chain Security
Reducing dependency on foreign sources by investing in domestic mining, processing, and manufacturing capabilities.
Technology Leadership
Essential for next-generation technologies including quantum computing, advanced sensors, and high-performance magnets.
Critical Rare Earth Elements
Light Rare Earths
- •Lanthanum & Cerium: Catalysts, glass polishing, hydrogen storage
- •Praseodymium & Neodymium: Permanent magnets for EVs, wind turbines, electronics
- •Samarium: High-temperature magnets, nuclear applications
Heavy Rare Earths
- •Europium & Gadolinium: Phosphors, MRI contrast agents, nuclear reactors
- •Dysprosium & Holmium: High-strength magnets, lasers, nuclear control rods
- •Yttrium: LEDs, superconductors, cancer treatment