Litio y materiales para baterías
El litio, el níquel, el cobalto, el grafito y los compuestos refinados que se obtienen de ellos son materias primas para fabricar todas las celdas recargables. Sus precios fluctúan drásticamente, porque abrir una nueva mina lleva años, mientras que la demanda varía según las ventas de vehículos.
47 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| USD 2094 M | +USD 289 M | 23 | 0.03% | Aumentadas |
|
| 2 |
Capital World Investors
Los Angeles,
California
| USD 1337 M | +USD 11.7 M | 1 | 0.16% | Aumentadas |
|
| 3 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 1280 M | +USD 26.9 M | 12 | 0.03% | Aumentadas |
|
| 4 |
State Street
Boston,
Massachusetts
| USD 984 M | +USD 79.2 M | 15 | 0.03% | Aumentadas |
|
| 5 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 940 M | +USD 35.6 M | 9 | 0.04% | Aumentadas |
|
| 6 |
VanEck Associates
New York
| USD 844 M | +USD 44.3 M | 8 | 0.51% | Aumentadas |
|
| 7 |
Morgan Stanley
New York
| USD 711 M | +USD 215 M | 31 | 0.04% | Aumentadas |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| USD 556 M | -USD 29.5 M | 20 | 0.03% | Reducidas |
|
| 9 |
Barclays
London,
United Kingdom
| USD 489 M | +USD 362 M | 18 | 0.09% | Aumentadas |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| USD 472 M | -USD 66.6 M | 17 | 0.03% | Reducidas |
|
| 11 |
Goldman Sachs
New York
| USD 418 M | +USD 70.3 M | 20 | 0.04% | Aumentadas |
|
| 12 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 390 M | -USD 85.6 M | 2 | 0.35% | Reducidas |
|
| 13 |
Fidelity Investments
Boston,
Massachusetts
| USD 382 M | +USD 452 M | 15 | 0.02% | Aumentadas |
|
| 14 |
Primecap Management
Pasadena,
California
| USD 358 M | -USD 2.24 M | 1 | 0.21% | Reducidas |
|
| 15 |
EARNEST Partners
Atlanta,
Georgia
| USD 349 M | -USD 28.6 M | 2 | 1.26% | Reducidas |
|
| 16 |
Invesco
Atlanta,
Georgia
| USD 340 M | +USD 36.1 M | 15 | 0.03% | Aumentadas |
|
| 17 |
Two Sigma Investments
New York
| USD 323 M | -USD 122 M | 15 | 0.23% | Reducidas |
|
| 18 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| USD 303 M | +USD 220 M | 9 | 0.28% | Aumentadas |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| USD 291 M | +USD 17.3 M | 11 | 0.05% | Aumentadas |
|
| 20 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| USD 257 M | -USD 70.2 M | 17 | 0.31% | Reducidas |
|
| 21 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 253 M | -USD 7.37 M | 4 | 0.57% | Reducidas |
|
| 22 |
Northern Trust
Chicago,
Illinois
| USD 248 M | +USD 3.8 M | 16 | 0.03% | Aumentadas |
|
| 23 |
JP Morgan Chase
New York
| USD 244 M | -USD 101 M | 22 | 0.01% | Reducidas |
|
| 24 |
UBS Group
Zurich,
Switzerland
| USD 241 M | -USD 56.2 M | 35 | 0.03% | Reducidas |
|
| 25 |
D.E. Shaw & Co
New York
| USD 239 M | -USD 209 M | 14 | 0.11% | Reducidas |
|