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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	Vanguard Group Malvern, Pennsylvania	$966M	+$141M	7	0.06%	Increased
2	Fidelity Investments Boston, Massachusetts	$820M	+$99.1M	3	0.11%	Increased
3	Franklin Resources San Mateo, California	$665M	-$39.4M	2	0.36%	Reduced
4	SCP SailingStone Capital Partners Houston, Texas	$597M	-$30.8M	1	12.6%	Reduced
5	State Street Boston, Massachusetts	$524M	+$40M	5	0.06%	Increased
6	Capital Research Global Investors Los Angeles, California	$360M	-$590M	1	0.12%	Reduced
7	Dimensional Fund Advisors Austin, Texas	$314M	+$5.25M	4	0.18%	Increased
8	BlackRock Institutional Trust San Francisco, California	$258M	-$17.7M	6	0.04%	Reduced
9	Ameriprise Minneapolis, Minnesota	$201M	-$26.5M	3	0.12%	Reduced
10	IAM Iridian Asset Management Westport, Connecticut	$198M	-$168K	1	1.83%	Reduced
11	BlackRock Fund Advisors San Francisco, California	$194M	-$130M	6	0.04%	Reduced
12	TIAA CREF Investment Management New York	$192M	-$82.1M	4	0.15%	Reduced
13	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$183M	-$4.05M	1	7.55%	Reduced
14	BlackRock Group London, United Kingdom	$162M	-$3.81M	4	0.08%	Reduced
15	Northern Trust Chicago, Illinois	$125M	+$19.8M	6	0.04%	Increased
16	OppenheimerFunds New York	$121M	-$25.1M	2	0.16%	Reduced
17	Egerton Capital (UK) London, United Kingdom	$119M	+$110M	1	1.33%	New
18	Deutsche Bank Frankfurt Am Main Ge, Germany	$114M	+$16.7M	6	0.08%	Increased
19	Teachers Advisors New York	$107M	-$27.2M	4	0.19%	Reduced
20	Macquarie Group Sydney, NSW 2000, Australia	$104M	-$767K	2	0.21%	Reduced
21	Jennison Associates New York	$103M	+$95.5M	1	0.11%	New
22	Millennium Management New York	$103M	+$53M	4	0.24%	Increased
23	Brandes Investment Partners La Jolla, California	$102M	-$39.3M	2	1.55%	Reduced
24	Bank of America Charlotte, North Carolina	$96M	-$6.42M	9	0.02%	Reduced
25	Lord, Abbett & Co Jersey City, New Jersey	$94.9M	-$7.1M	1	0.3%	Reduced