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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	$1.07B	+$11.9M	8	0.04%	Increased
2	BlackRock New York	$846M	+$28.7M	8	0.04%	Increased
3	Franklin Resources San Mateo, California	$670M	-$392K	3	0.36%	Reduced
4	State Street Boston, Massachusetts	$590M	+$29.2M	6	0.04%	Increased
5	Primecap Management Pasadena, California	$408M	+$6.27M	1	0.33%	Increased
6	Baillie Gifford & Co Edinburgh, United Kingdom	$298M	+$109M	1	0.34%	Increased
7	Dimensional Fund Advisors Austin, Texas	$288M	+$3.67M	6	0.11%	Increased
8	Bank of America Charlotte, North Carolina	$214M	+$18.4M	10	0.03%	Increased
9	Bank of New York Mellon New York	$210M	+$5.11M	7	0.06%	Increased
10	Ameriprise Minneapolis, Minnesota	$207M	+$12M	5	0.09%	Increased
11	Principal Financial Group Des Moines, Iowa	$184M	+$23.3M	4	0.16%	Increased
12	Northern Trust Chicago, Illinois	$149M	+$886K	7	0.04%	Increased
13	Mirae Asset Global Investments Seoul, South Korea	$146M	-$7.23M	5	1.01%	Reduced
14	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$141M	-$807K	1	8.79%	Reduced
15	Geode Capital Management Boston, Massachusetts	$129M	+$2.12M	6	0.03%	Increased
16	Morgan Stanley New York	$123M	+$30.5M	11	0.03%	Increased
17	Goldman Sachs New York	$94.6M	-$6.13M	7	0.03%	Reduced
18	Invesco Atlanta, Georgia	$93M	-$7.48M	5	0.02%	Reduced
19	Wellington Management Group Boston, Massachusetts	$82.8M	+$5.63M	3	0.02%	Increased
20	EARNEST Partners Atlanta, Georgia	$82.2M	+$2.27M	3	0.74%	Increased
21	Norges Bank Oslo, Norway	$76M	-$3.41M	3	0.02%	Reduced
22	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$74.9M	-$2.33M	1	2.81%	Reduced
23	Parametric Portfolio Associates Seattle, Washington	$65.6M	+$6.17M	5	0.05%	Increased
24	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$62.6M	+$5.19M	3	0.43%	Increased
25	Aberdeen Group Edinburgh, United Kingdom	$57.6M	-$58.4K	2	0.14%	Reduced