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
| $2.35B | +$208M | 9 | 0.06% | Increased |
|
| 2 |
BlackRock
New York
| $2.05B | +$229M | 10 | 0.06% | Increased |
|
| 3 |
Franklin Resources
San Mateo,
California
| $1.06B | +$218M | 3 | 0.43% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $952M | -$41.8M | 7 | 0.05% | Reduced |
|
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $676M | +$69.2M | 1 | 0.38% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $656M | -$357M | 7 | 0.06% | Reduced |
|
| 7 |
Mirae Asset Global Investments
Seoul,
South Korea
| $585M | +$217M | 6 | 2.03% | Increased |
|
| 8 |
Primecap Management
Pasadena,
California
| $542M | -$136M | 1 | 0.38% | Reduced |
|
| 9 |
Bank of New York Mellon
New York
| $504M | -$17.5M | 9 | 0.1% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $427M | -$31.9M | 6 | 0.14% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $346M | +$37.8M | 10 | 0.05% | Increased |
|
| 12 |
Robeco Schweiz
Zurich,
Switzerland
| $330M | +$291M | 3 | 5.04% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $327M | -$4.66M | 8 | 0.09% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $322M | +$5.67M | 8 | 0.06% | Increased |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $290M | +$39.8M | 13 | 0.03% | Increased |
|
| 16 |
Handelsbanken Fonder
Stockholm,
Sweden
| $255M | +$116M | 2 | 1.45% | Increased |
|
| 17 |
Ameriprise
Minneapolis,
Minnesota
| $246M | +$102M | 4 | 0.08% | Increased |
|
| 18 |
First Trust Advisors
Wheaton,
Illinois
| $219M | +$58.9M | 4 | 0.27% | Increased |
|
| 19 |
Pictet Asset Management (UK)
London,
United Kingdom
| $209M | +$100M | 2 | 0.25% | Increased |
|
| 20 |
Morgan Stanley
New York
| $184M | +$42.4M | 13 | 0.03% | Increased |
|
| 21 |
Norges Bank
Oslo,
Norway
| $178M | +$46.3M | 2 | 0.04% | Increased |
|
| 22 |
EARNEST Partners
Atlanta,
Georgia
| $174M | +$7.69M | 3 | 1.04% | Increased |
|
| 23 |
Ensign Peak Advisors
Salt Lake City,
Utah
| $172M | +$10.4M | 2 | 0.37% | Increased |
|
| 24 |
T. Rowe Price Associates
Baltimore,
Maryland
| $159M | +$114M | 4 | 0.02% | Increased |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $147M | +$46.1M | 12 | 0.04% | Increased |
|