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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	Capital Research Global Investors Los Angeles, California	$644M	+$11.6M	1	0.21%	Increased
2	Vanguard Group Malvern, Pennsylvania	$555M	+$25.1M	6	0.04%	Increased
3	Franklin Resources San Mateo, California	$540M	+$52.9M	3	0.25%	Increased
4	State Street Boston, Massachusetts	$360M	+$287K	4	0.04%	Increased
5	SCP SailingStone Capital Partners Houston, Texas	$339M	+$63.5M	1	7.33%	Increased
6	TIAA CREF Investment Management New York	$274M	+$55.2M	2	0.19%	Increased
7	Managed Account Advisors Jersey City, New Jersey	$270M	+$303K	3	0.22%	Increased
8	BlackRock Fund Advisors San Francisco, California	$229M	+$16.6M	3	0.06%	Increased
9	Dimensional Fund Advisors Austin, Texas	$226M	-$674K	4	0.14%	Reduced
10	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$212M	+$15M	1	4.53%	Increased
11	BlackRock Institutional Trust San Francisco, California	$192M	-$13.9M	4	0.03%	Reduced
12	JP Morgan Chase New York	$166M	-$39.7M	3	0.04%	Reduced
13	Fidelity Investments Boston, Massachusetts	$160M	+$75.7M	3	0.02%	Increased
14	London Company of Virginia Richmond, Virginia	$105M	+$3.02M	1	0.91%	Increased
15	Bank of New York Mellon New York	$104M	-$48.5K	6	0.03%	Reduced
16	Manning & Napier Advisors Fairport, New York	$96.4M	+$46.2M	1	0.42%	Increased
17	TAM Third Avenue Management New York	$92.4M	-$1.11M	1	2.32%	Reduced
18	Northern Trust Chicago, Illinois	$92.1M	-$3.61M	5	0.03%	Reduced
19	Macquarie Group Sydney, NSW 2000, Australia	$84.5M	-$3.06M	2	0.17%	Reduced
20	Massachusetts Financial Services Boston, Massachusetts	$81.7M	-$6.24M	1	0.04%	Reduced
21	HHC Hutchin Hill Capital New York	$74.6M	+$16M	1	1.92%	Increased
22	SIM Stelliam Investment Management New York	$70.7M	+$4.03M	1	1.5%	Increased
23	KP Kiltearn Partners Edinburgh, United Kingdom	$66.5M	+$10.5M	1	3.09%	Increased
24	Bank of America Charlotte, North Carolina	$65M	+$9.62M	8	0.02%	Increased
25	Brandes Investment Partners La Jolla, California	$64.6M	+$11.9M	3	0.83%	Increased