Loading…
Loading…
The AI trade everyone owns sits at the visible layer, but the physical chokepoint powering the entire buildout belongs to a corner of the market almost no growth portfolio touches. One specialist firm thinks that gap closes fast, and the reason has nothing to do with mining.
Those who have been keeping a close eye on the commodities market know that critical material supply chains have become a top priority for nations worldwide. Not only has the United States been seeking to end its reliance on China for critical materials, but the European Union is also ramping up its efforts.
Materials are often viewed as a sleepy, cyclical corner of the market, but the artificial intelligence (AI) buildout is adding vim and vigor to the sector.
Sprott Critical Materials ETF has diversified, market-adapted exposure to global critical materials, with a current focus on copper, uranium, silver, and lithium. I see strong momentum in copper and silver, attractive valuation in lithium, but an overvaluation in uranium, leading to a strategic HOLD rating. SETM's annualized volatility is high (46%), as sector correlations amplify risk despite diversification;
It's not hard to see why investing in rare-earth metals is a long-term investment theme. Rare-earth metals are 17 metallic elements with unusual magnetic, optical, and conductive properties that make them indispensable to modern technology, including:
NEW YORK, July 08, 2026 (GLOBE NEWSWIRE) -- Sprott Asset Management USA, Inc., a wholly-owned subsidiary of Sprott Inc., today announced that the Nasdaq indexes tracked by several of its ETFs will add rebalances in September and March beginning September 21, 2026. The indexes will be rebalanced on a quarterly basis in March, June, September and December, with the semi-annual index reconstitution coinciding with the June and December rebalances.
China's October 2025 expansion of rare earth export controls continues to ripple through equity markets eight months later.
A friend forwards you a screenshot of an ETF chart with a number on it, and the number is 103%.
SEC filings for SETM aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.