← All themes

Lithium & Battery Materials

Lithium, nickel, cobalt, graphite, and the refined chemicals made from them are the inputs to every rechargeable cell. Prices swing violently, because a new mine takes years to open while demand moves with vehicle sales.

47 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Amundi Paris, France	$179M	-$26.3M	4	0.08%	Reduced
27	VanEck Associates New York	$167M	+$18.4M	12	0.25%	Increased
28	Pictet Asset Management Carouge, Switzerland	$146M	+$2.31M	8	0.16%	Increased
29	UBS Group Zurich, Switzerland	$141M	+$81.1M	34	0.04%	Increased
30	Charles Schwab San Francisco, California	$140M	+$14.8M	10	0.03%	Increased
31	Wellington Management Group Boston, Massachusetts	$132M	-$152M	2	0.02%	Reduced
32	Goldman Sachs New York	$132M	-$16.2M	16	0.02%	Reduced
33	JP Morgan Chase New York	$123M	+$23.7M	22	0.01%	Increased
34	Legal & General Group London, United Kingdom	$115M	-$21.7M	12	0.03%	Reduced
35	Barclays London, United Kingdom	$107M	-$39.2M	15	0.04%	Reduced
36	Schroder Investment Management Group London, United Kingdom	$106M	+$64.6M	3	0.12%	Increased
37	Lazard Asset Management New York	$106M	-$16.3M	2	0.13%	Reduced
38	US Bancorp Minneapolis, Minnesota	$103M	-$2.32M	14	0.14%	Reduced
39	First Trust Advisors Wheaton, Illinois	$99.5M	-$20.7M	5	0.1%	Reduced
40	BNP Paribas Asset Management Paris, France	$94M	-$40.1M	3	0.25%	Reduced
41	Fidelity Investments Boston, Massachusetts	$93.4M	+$12.8M	17	0.01%	Increased
42	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$90.8M	+$25.5K	2	0.31%	Increased
43	Thrivent Financial for Lutherans Minneapolis, Minnesota	$89.7M	+$80.6M	4	0.18%	Increased
44	Royal Bank of Canada Toronto, Ontario, Canada	$86.8M	-$298K	28	0.02%	Reduced
45	SEI Investments Oaks, Pennsylvania	$79.5M	+$2.19M	6	0.12%	Increased
46	Wells Fargo San Francisco, California	$77.6M	+$3.48M	28	0.02%	Increased
47	Susquehanna International Group Bala Cynwyd, Pennsylvania	$74.1M	-$14M	25	0.01%	Reduced
48	Millennium Management New York	$73.6M	-$149M	19	0.03%	Reduced
49	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$70.1M	+$8.67M	1	0.07%	Increased
50	UBS AM Chicago, Illinois	$68.9M	-$944K	4	0.02%	Reduced