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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
1	Franklin Resources San Mateo, California	$501M	+$513M	2	0.29%	New
2	Vanguard Group Malvern, Pennsylvania	$485M	+$500M	5	0.05%	New
3	Fidelity Investments Boston, Massachusetts	$461M	+$468M	3	0.08%	New
4	JP Morgan Chase New York	$308M	+$311M	4	0.1%	New
5	London Company of Virginia Richmond, Virginia	$279M	+$281M	1	4.06%	New
6	T. Rowe Price Associates Baltimore, Maryland	$278M	+$314M	3	0.07%	New
7	Dimensional Fund Advisors Austin, Texas	$272M	+$289M	5	0.26%	New
8	State Street Boston, Massachusetts	$240M	+$247M	4	0.03%	New
9	Managed Account Advisors Jersey City, New Jersey	$229M	+$234M	4	0.35%	New
10	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$228M	+$247M	1	4.14%	New
11	Bank of America Charlotte, North Carolina	$218M	+$233M	6	0.09%	New
12	RS Investment Management San Francisco, California	$211M	+$248M	2	1.53%	New
13	BlackRock Fund Advisors San Francisco, California	$190M	+$191M	5	0.07%	New
14	TAM Third Avenue Management New York	$176M	+$191M	1	3.46%	New
15	BlackRock Institutional Trust San Francisco, California	$176M	+$176M	5	0.04%	New
16	Commerzbank Aktiengesellschaft Frankfurt, Germany	$168M	+$182M	3	0.74%	New
17	Columbia Wanger Asset Management Chicago, Illinois	$147M	+$159M	2	0.64%	New
18	Morgan Stanley New York	$143M	+$165M	4	0.07%	New
19	Allianz Asset Management Munich, Germany	$139M	+$150M	3	0.2%	New
20	DCM Dupont Capital Management Wilmington, Delaware	$132M	+$143M	2	2.47%	New
21	Jennison Associates New York	$128M	+$129M	1	0.14%	New
22	Bessemer Group Woodbridge, New Jersey	$115M	+$116M	2	1.03%	New
23	Bank of New York Mellon New York	$99.1M	+$101M	5	0.03%	New
24	Ameriprise Minneapolis, Minnesota	$98.6M	+$96.2M	4	0.07%	New
25	Baillie Gifford & Co Edinburgh, United Kingdom	$96.8M	+$114M	1	0.29%	New