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Modern Warfare '26: Greenland Rare Earths
5 tickers · $2.58B total market cap
Group: Modern Warfare
The "Modern Warfare '26: Greenland Rare Earths" theme presents a compelling bull case driven by unprecedented global defense spending, the strategic imperative of securing critical Arctic resources, and rapid technological advancements in warfare. Geopolitical tensions are accelerating investment in advanced defense systems and non-Chinese rare earth supply chains, despite political and operational challenges.
Modern Warfare '26: Greenland Rare Earths tracks 5 publicly listed stocks in this theme: AMRQ.LSE, CRML, ETM.AU, PELI, USAR. See the constituent table for details.
Thesis update: 2026-04-12
Constituents
Build 20260413T072045
| Company | Market cap | Weight |
|---|---|---|
USA Rare Earth IncUSAR | $1.56B | 20.0000 |
Critical Metals Corp.CRML | $828.8M | 20.0000 |
Pelican Acquisition Corporation Ordinary SharesPELI | $94.9M | 20.0000 |
Energy Transition Minerals LtdETM.AU | $90.0M | 20.0000 |
Amaroq Minerals Ltd.AMRQ.LSE | $6.1M | 20.0000 |