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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	$1.41B	-$5.96M	8	0.06%	Reduced
2	Franklin Resources San Mateo, California	$912M	-$14.3M	2	0.45%	Reduced
3	BlackRock New York	$906M	-$129M	7	0.04%	Reduced
4	Jennison Associates New York	$789M	+$54.7M	2	0.73%	Increased
5	State Street Boston, Massachusetts	$729M	+$14.5M	6	0.06%	Increased
6	Bank of New York Mellon New York	$484M	-$112M	6	0.12%	Reduced
7	Dimensional Fund Advisors Austin, Texas	$366M	+$1.45M	5	0.14%	Increased
8	Baillie Gifford & Co Edinburgh, United Kingdom	$262M	+$501K	1	0.28%	Increased
9	Goldman Sachs New York	$256M	+$10.2M	6	0.07%	Increased
10	Bank of America Charlotte, North Carolina	$247M	+$48.2M	9	0.04%	Increased
11	Mirae Asset Global Investments Seoul, South Korea	$204M	+$198M	5	1.51%	Increased
12	Northern Trust Chicago, Illinois	$197M	+$8.34M	7	0.05%	Increased
13	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$195M	-$266K	1	12.52%	Reduced
14	IAM Iridian Asset Management Westport, Connecticut	$194M	-$7.84M	1	1.94%	Reduced
15	Wells Fargo San Francisco, California	$150M	+$28.2M	7	0.04%	Increased
16	Artisan Partners Milwaukee, Wisconsin	$142M	+$4.48M	1	0.27%	Increased
17	Geode Capital Management Boston, Massachusetts	$135M	+$2.19M	6	0.04%	Increased
18	Carmignac Gestion Paris, France	$130M	-$503K	1	1.11%	Reduced
19	EARNEST Partners Atlanta, Georgia	$119M	+$119M	4	1.07%	Increased
20	Principal Financial Group Des Moines, Iowa	$116M	+$10.4M	3	0.1%	Increased
21	Primecap Management Pasadena, California	$108M	+$105M	1	0.07%	New
22	Morgan Stanley New York	$107M	+$11.3M	8	0.03%	Increased
23	Deutsche Bank Frankfurt Am Main Ge, Germany	$106M	-$55.8M	7	0.05%	Reduced
24	Norges Bank Oslo, Norway	$97.3M	-$946K	1	0.03%	Reduced
25	Aberdeen Group Edinburgh, United Kingdom	$90.8M	-$831K	2	0.17%	Reduced