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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	$3.53B	+$52.2M	13	0.1%	Increased
2	BlackRock New York	$3.09B	-$108M	17	0.1%	Reduced
3	State Street Boston, Massachusetts	$1.49B	+$10.4M	13	0.09%	Increased
4	Capital International Investors Los Angeles, California	$1.25B	+$1.14B	2	0.34%	Increased
5	Mirae Asset Global Investments Seoul, South Korea	$995M	-$149M	10	2.53%	Reduced
6	Baillie Gifford & Co Edinburgh, United Kingdom	$818M	-$35.6M	2	0.84%	Reduced
7	Franklin Resources San Mateo, California	$810M	-$275M	5	0.4%	Reduced
8	Fidelity Investments Boston, Massachusetts	$679M	-$297M	13	0.07%	Reduced
9	Geode Capital Management Boston, Massachusetts	$579M	+$24.4M	15	0.09%	Increased
10	Primecap Management Pasadena, California	$546M	-$10.7M	2	0.49%	Reduced
11	Bank of New York Mellon New York	$538M	-$10.1M	12	0.12%	Reduced
12	Capital Research Global Investors Los Angeles, California	$536M	+$296M	1	0.17%	Increased
13	Bank of America Charlotte, North Carolina	$514M	+$72.8M	20	0.06%	Increased
14	Morgan Stanley New York	$475M	+$95.4M	22	0.06%	Increased
15	Ameriprise Minneapolis, Minnesota	$432M	-$41.1M	7	0.15%	Reduced
16	Invesco Atlanta, Georgia	$421M	+$2.26M	12	0.13%	Increased
17	Dimensional Fund Advisors Austin, Texas	$394M	-$10.5M	9	0.14%	Reduced
18	Wellington Management Group Boston, Massachusetts	$389M	-$5.17M	4	0.08%	Reduced
19	Marshall Wace London, United Kingdom	$359M	+$72.5M	10	0.74%	Increased
20	Northern Trust Chicago, Illinois	$341M	+$3.93M	14	0.07%	Increased
21	T. Rowe Price Associates Baltimore, Maryland	$337M	-$168M	8	0.04%	Reduced
22	Robeco Schweiz Zurich, Switzerland	$336M	-$128M	2	5.99%	Reduced
23	EARNEST Partners Atlanta, Georgia	$274M	+$16.1M	3	1.82%	Increased
24	F FIFTHDELTA London, United Kingdom	$254M	+$117M	2	16.74%	Increased
25	Millennium Management New York	$230M	+$139M	14	0.14%	Increased