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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	$3.02B	-$11M	16	0.07%	Reduced
2	BlackRock New York	$2.76B	-$8.53M	22	0.08%	Reduced
3	State Street Boston, Massachusetts	$1.19B	-$83.9M	15	0.07%	Reduced
4	Bank of America Charlotte, North Carolina	$778M	-$290M	26	0.09%	Reduced
5	Capital International Investors Los Angeles, California	$749M	+$190M	2	0.19%	Increased
6	Capital Research Global Investors Los Angeles, California	$610M	-$25.7M	2	0.17%	Reduced
7	Franklin Resources San Mateo, California	$604M	+$77.5M	7	0.31%	Increased
8	Geode Capital Management Boston, Massachusetts	$553M	+$17.7M	17	0.07%	Increased
9	Morgan Stanley New York	$501M	+$17.8M	27	0.05%	Increased
10	Mirae Asset Global Investments Seoul, South Korea	$497M	-$47M	11	1.09%	Reduced
11	Dimensional Fund Advisors Austin, Texas	$450M	+$18M	11	0.15%	Increased
12	Baillie Gifford & Co Edinburgh, United Kingdom	$415M	-$11M	1	0.38%	Reduced
13	Bank of New York Mellon New York	$395M	-$523K	14	0.09%	Reduced
14	Primecap Management Pasadena, California	$391M	+$28.8M	2	0.33%	Increased
15	Norges Bank Oslo, Norway	$370M	+$183M	7	0.08%	Increased
16	Invesco Atlanta, Georgia	$345M	+$7.6M	15	0.09%	Increased
17	GMH General Motors Holdings Detroit, Michigan	$330M	$0	2	99.11%	Maintained
18	Wellington Management Group Boston, Massachusetts	$313M	-$135M	4	0.06%	Reduced
19	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$300M	+$100M	5	1.42%	Increased
20	VOYA Investment Management Atlanta, Georgia	$291M	+$27.5M	8	0.32%	Increased
21	Northern Trust Chicago, Illinois	$283M	-$1.03M	15	0.05%	Reduced
22	Robeco Schweiz Zurich, Switzerland	$275M	-$3.97M	3	4.66%	Reduced
23	Amundi Paris, France	$233M	+$44.5M	5	0.11%	Increased
24	EARNEST Partners Atlanta, Georgia	$204M	+$7.69M	3	1.17%	Increased
25	Barclays London, United Kingdom	$198M	+$125M	16	0.12%	Increased