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
| $2.61B | +$3.54M | 17 | 0.06% | Increased |
|
| 2 |
BlackRock
New York
| $2.29B | -$104M | 24 | 0.06% | Reduced |
|
| 3 |
Capital Research Global Investors
Los Angeles,
California
| $1.16B | +$592M | 2 | 0.28% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $1.11B | +$89.6M | 15 | 0.05% | Increased |
|
| 5 |
Capital International Investors
Los Angeles,
California
| $838M | +$192M | 2 | 0.19% | Increased |
|
| 6 |
Franklin Resources
San Mateo,
California
| $760M | +$235M | 6 | 0.36% | Increased |
|
| 7 |
Mirae Asset Global Investments
Seoul,
South Korea
| $516M | +$62.8M | 11 | 1.05% | Increased |
|
| 8 |
Primecap Management
Pasadena,
California
| $504M | +$171M | 2 | 0.4% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $491M | +$21.3M | 21 | 0.05% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $422M | +$19.1M | 10 | 0.12% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $418M | +$100M | 8 | 0.07% | Increased |
|
| 12 |
Morgan Stanley
New York
| $415M | -$23.2M | 28 | 0.04% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $387M | -$273M | 26 | 0.04% | Reduced |
|
| 14 |
Invesco
Atlanta,
Georgia
| $387M | +$95M | 15 | 0.09% | Increased |
|
| 15 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $340M | -$11.4M | 1 | 0.27% | Reduced |
|
| 16 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $314M | +$39.7M | 5 | 1.38% | Increased |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $308M | +$9.35M | 4 | 0.06% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $298M | -$41.8M | 13 | 0.06% | Reduced |
|
| 19 |
GMH
General Motors Holdings
Detroit,
Michigan
| $251M | +$112M | 3 | 99.57% | Increased |
|
| 20 |
Northern Trust
Chicago,
Illinois
| $249M | +$6.16M | 16 | 0.05% | Increased |
|
| 21 |
Millennium Management
New York
| $240M | +$69.8M | 22 | 0.1% | Increased |
|
| 22 |
Robeco Schweiz
Zurich,
Switzerland
| $231M | -$15.6M | 3 | 3.87% | Reduced |
|
| 23 |
Amundi
Paris,
France
| $229M | +$24M | 4 | 0.1% | Increased |
|
| 24 |
EARNEST Partners
Atlanta,
Georgia
| $196M | +$13.1M | 2 | 0.98% | Increased |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $195M | +$17.6M | 12 | 0.06% | Increased |
|