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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	$3.97B	-$27.5M	15	0.09%	Reduced
2	BlackRock New York	$3.62B	+$206M	20	0.1%	Increased
3	State Street Boston, Massachusetts	$1.61B	+$17.9M	15	0.08%	Increased
4	Bank of America Charlotte, North Carolina	$1.33B	+$560M	25	0.14%	Increased
5	Capital Research Global Investors Los Angeles, California	$841M	+$197M	2	0.23%	Increased
6	Capital International Investors Los Angeles, California	$760M	-$1.86B	2	0.18%	Reduced
7	Geode Capital Management Boston, Massachusetts	$706M	+$25.1M	18	0.08%	Increased
8	Franklin Resources San Mateo, California	$706M	+$84.2M	6	0.34%	Increased
9	Mirae Asset Global Investments Seoul, South Korea	$699M	-$9.41M	11	1.49%	Reduced
10	Wellington Management Group Boston, Massachusetts	$603M	+$119M	3	0.11%	Increased
11	Morgan Stanley New York	$595M	-$5.19M	26	0.06%	Reduced
12	Baillie Gifford & Co Edinburgh, United Kingdom	$556M	-$9.5M	1	0.47%	Reduced
13	Bank of New York Mellon New York	$528M	-$1.41M	14	0.11%	Reduced
14	Dimensional Fund Advisors Austin, Texas	$484M	+$10.8M	10	0.15%	Increased
15	Primecap Management Pasadena, California	$483M	+$14.5M	2	0.4%	Increased
16	Invesco Atlanta, Georgia	$444M	+$31.8M	11	0.12%	Increased
17	GMH General Motors Holdings Detroit, Michigan	$384M	$0	2	99.34%	Maintained
18	Northern Trust Chicago, Illinois	$364M	+$293K	14	0.07%	Increased
19	Robeco Schweiz Zurich, Switzerland	$362M	+$85.1M	3	5.39%	Increased
20	VOYA Investment Management Atlanta, Georgia	$355M	+$226M	8	0.37%	Increased
21	Goldman Sachs New York	$301M	+$64.9M	17	0.06%	Increased
22	Norges Bank Oslo, Norway	$281M	+$117M	5	0.06%	Increased
23	Amundi Paris, France	$278M	-$35.5M	5	0.14%	Reduced
24	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$267M	+$33.8M	7	0.32%	Increased
25	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$255M	-$31.9M	4	1.18%	Reduced