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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	$1.12B	+$37M	7	0.06%	Increased
2	Franklin Resources San Mateo, California	$717M	+$152K	2	0.37%	Increased
3	State Street Boston, Massachusetts	$596M	+$19.3M	5	0.06%	Increased
4	SCP SailingStone Capital Partners Houston, Texas	$499M	-$184M	1	10.01%	Reduced
5	Jennison Associates New York	$433M	+$74M	2	0.48%	Increased
6	Capital Research Global Investors Los Angeles, California	$357M	-$33.9M	1	0.12%	Reduced
7	Fidelity Investments Boston, Massachusetts	$326M	-$21.2M	3	0.04%	Reduced
8	Dimensional Fund Advisors Austin, Texas	$323M	-$28.5M	4	0.16%	Reduced
9	BlackRock Institutional Trust San Francisco, California	$316M	+$30.7M	6	0.05%	Increased
10	BlackRock Fund Advisors San Francisco, California	$246M	+$33M	6	0.05%	Increased
11	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$194M	-$12.5M	1	9.49%	Reduced
12	Ameriprise Minneapolis, Minnesota	$184M	-$5.96M	3	0.1%	Reduced
13	IAM Iridian Asset Management Westport, Connecticut	$179M	-$25.2M	1	1.65%	Reduced
14	BlackRock Group London, United Kingdom	$177M	-$6.52M	3	0.08%	Reduced
15	TIAA CREF Investment Management New York	$163M	-$14.3M	4	0.12%	Reduced
16	Egerton Capital (UK) London, United Kingdom	$147M	+$18.6M	1	1.79%	Increased
17	Bank of New York Mellon New York	$141M	+$38.2M	6	0.04%	Increased
18	Northern Trust Chicago, Illinois	$140M	-$1.33M	6	0.04%	Reduced
19	Bank of America Charlotte, North Carolina	$131M	+$24.7M	9	0.03%	Increased
20	Adage Capital Partners Boston, Massachusetts	$130M	+$110M	2	0.35%	Increased
21	Putnam Investments Boston, Massachusetts	$115M	+$18.3M	2	0.28%	Increased
22	Janus Henderson Investors US Denver, Colorado	$115M	-$2.25M	1	0.1%	Reduced
23	Teachers Advisors New York	$96M	-$6.36M	4	0.15%	Reduced
24	Geode Capital Management Boston, Massachusetts	$95.3M	+$6.95M	5	0.04%	Increased
25	Norges Bank Oslo, Norway	$92.7M	-$4.72M	2	0.04%	Reduced