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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	$3.88B	+$9.4M	15	0.1%	Increased
2	BlackRock New York	$3.23B	+$85M	18	0.1%	Increased
3	Capital International Investors Los Angeles, California	$2.8B	+$568M	3	0.72%	Increased
4	State Street Boston, Massachusetts	$1.55B	-$2.87M	15	0.09%	Reduced
5	Fidelity Investments Boston, Massachusetts	$835M	+$169M	13	0.08%	Increased
6	Bank of America Charlotte, North Carolina	$710M	+$140M	23	0.07%	Increased
7	Mirae Asset Global Investments Seoul, South Korea	$706M	+$18M	12	1.65%	Increased
8	Geode Capital Management Boston, Massachusetts	$657M	+$20.1M	18	0.09%	Increased
9	Franklin Resources San Mateo, California	$609M	-$66.1M	4	0.31%	Reduced
10	Capital Research Global Investors Los Angeles, California	$607M	+$4.56M	2	0.17%	Increased
11	Morgan Stanley New York	$583M	+$1.27M	25	0.06%	Increased
12	Baillie Gifford & Co Edinburgh, United Kingdom	$562M	-$40.4M	2	0.51%	Reduced
13	Bank of New York Mellon New York	$508M	+$8.95M	12	0.11%	Increased
14	Primecap Management Pasadena, California	$463M	+$7.26M	2	0.4%	Increased
15	Dimensional Fund Advisors Austin, Texas	$451M	+$477M	7	0.15%	New
16	GMH General Motors Holdings Detroit, Michigan	$424M	+$332M	2	96.87%	Increased
17	Wellington Management Group Boston, Massachusetts	$420M	+$30.9M	4	0.08%	Increased
18	Invesco Atlanta, Georgia	$396M	-$16.9M	12	0.11%	Reduced
19	Northern Trust Chicago, Illinois	$349M	-$6.39M	14	0.07%	Reduced
20	F FIFTHDELTA London, United Kingdom	$332M	+$43.2M	2	21.79%	Increased
21	Amundi Paris, France	$274M	+$96.9M	6	0.15%	Increased
22	Robeco Schweiz Zurich, Switzerland	$272M	-$4.7M	3	4.4%	Reduced
23	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$266M	+$55.7M	4	1.36%	Increased
24	EARNEST Partners Atlanta, Georgia	$254M	-$8.71M	3	1.47%	Reduced
25	First Trust Advisors Wheaton, Illinois	$238M	+$12.7M	5	0.27%	Increased