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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	$1.15B	+$5.97M	8	0.04%	Increased
2	BlackRock New York	$927M	+$7.56M	10	0.04%	Increased
3	Franklin Resources San Mateo, California	$727M	+$21.1M	3	0.38%	Increased
4	State Street Boston, Massachusetts	$641M	+$15.6M	6	0.04%	Increased
5	Primecap Management Pasadena, California	$423M	-$4.79M	1	0.31%	Reduced
6	Baillie Gifford & Co Edinburgh, United Kingdom	$324M	+$10.6M	1	0.31%	Increased
7	Dimensional Fund Advisors Austin, Texas	$303M	-$2.53M	6	0.11%	Reduced
8	Bank of New York Mellon New York	$248M	+$20.4M	7	0.06%	Increased
9	SCM Shapiro Capital Management Atlanta, Georgia	$219M	+$162M	2	4.64%	Increased
10	Mirae Asset Global Investments Seoul, South Korea	$191M	+$37.7M	5	1.19%	Increased
11	Bank of America Charlotte, North Carolina	$165M	-$55.2M	8	0.02%	Reduced
12	Northern Trust Chicago, Illinois	$163M	+$3.48M	7	0.04%	Increased
13	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$148M	-$3.96M	1	8.07%	Reduced
14	Geode Capital Management Boston, Massachusetts	$143M	+$4.76M	7	0.03%	Increased
15	Invesco Atlanta, Georgia	$107M	+$7.51M	5	0.03%	Increased
16	Wellington Management Group Boston, Massachusetts	$103M	-$631K	2	0.02%	Reduced
17	Ameriprise Minneapolis, Minnesota	$98.7M	-$120M	5	0.04%	Reduced
18	Morgan Stanley New York	$95.3M	-$32M	11	0.02%	Reduced
19	Goldman Sachs New York	$93.7M	-$7.21M	8	0.02%	Reduced
20	EARNEST Partners Atlanta, Georgia	$92.5M	+$10.8M	3	0.73%	Increased
21	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$81.4M	+$2.51M	1	2.67%	Increased
22	Parametric Portfolio Associates Seattle, Washington	$74.3M	+$3.95M	5	0.05%	Increased
23	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$71.8M	+$6.27M	3	0.48%	Increased
24	Royal Bank of Canada Toronto, Ontario, Canada	$67.3M	+$2.87M	10	0.02%	Increased
25	Norges Bank Oslo, Norway	$64.6M	-$14.9M	2	0.02%	Reduced