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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	$1.33B	+$173M	9	0.05%	Increased
2	BlackRock New York	$1.02B	+$312M	9	0.05%	Increased
3	Franklin Resources San Mateo, California	$777M	+$14.6M	3	0.42%	Increased
4	State Street Boston, Massachusetts	$668M	+$87.9M	7	0.05%	Increased
5	Primecap Management Pasadena, California	$362M	+$20.4M	1	0.27%	Increased
6	Dimensional Fund Advisors Austin, Texas	$328M	+$27.4M	6	0.13%	Increased
7	Bank of New York Mellon New York	$321M	-$2.77M	7	0.09%	Reduced
8	Bank of America Charlotte, North Carolina	$246M	+$37.1M	9	0.04%	Increased
9	Baillie Gifford & Co Edinburgh, United Kingdom	$216M	+$318K	1	0.24%	Increased
10	TIAA CREF Investment Management New York	$192M	+$55.1M	3	0.14%	Increased
11	Ameriprise Minneapolis, Minnesota	$190M	+$143M	5	0.09%	Increased
12	Northern Trust Chicago, Illinois	$185M	+$24.4M	8	0.05%	Increased
13	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$167M	+$880K	1	11.15%	Increased
14	Principal Financial Group Des Moines, Iowa	$163M	+$47.9M	4	0.15%	Increased
15	Mirae Asset Global Investments Seoul, South Korea	$162M	+$3.8M	5	1.19%	Increased
16	Glenview Capital Management New York	$145M	+$108M	1	1.3%	Increased
17	Geode Capital Management Boston, Massachusetts	$144M	+$25.8M	7	0.04%	Increased
18	Fidelity Investments Boston, Massachusetts	$140M	+$24M	6	0.02%	Increased
19	Artisan Partners Milwaukee, Wisconsin	$121M	+$16.4M	1	0.24%	Increased
20	Goldman Sachs New York	$120M	-$33.5M	6	0.04%	Reduced
21	Wellington Management Group Boston, Massachusetts	$117M	+$112M	3	0.03%	Increased
22	IAM Iridian Asset Management Westport, Connecticut	$117M	-$25M	1	1.48%	Reduced
23	Jennison Associates New York	$115M	-$454M	3	0.11%	Reduced
24	EARNEST Partners Atlanta, Georgia	$102M	+$1.25M	5	0.97%	Increased
25	Morgan Stanley New York	$98.8M	+$21.7M	11	0.03%	Increased