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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	$1.93B	+$56.1M	19	0.03%	Increased
2	BlackRock New York	$1.84B	-$20.5M	24	0.04%	Reduced
3	Capital World Investors Los Angeles, California	$876M	+$376M	1	0.13%	Increased
4	State Street Boston, Massachusetts	$851M	+$15.2M	18	0.03%	Increased
5	Capital Research Global Investors Los Angeles, California	$558M	+$321M	1	0.11%	Increased
6	Geode Capital Management Boston, Massachusetts	$410M	+$4.75M	19	0.03%	Increased
7	Morgan Stanley New York	$347M	+$55.1M	31	0.02%	Increased
8	UBS Group Zurich, Switzerland	$346M	+$286M	37	0.06%	Increased
9	Primecap Management Pasadena, California	$289M	-$48.8M	2	0.22%	Reduced
10	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$255M	-$22M	16	0.54%	Reduced
11	Invesco Atlanta, Georgia	$248M	-$11.9M	15	0.05%	Reduced
12	Baillie Gifford & Co Edinburgh, United Kingdom	$233M	+$26.4M	2	0.18%	Increased
13	Dimensional Fund Advisors Austin, Texas	$231M	-$1.67M	7	0.06%	Reduced
14	Franklin Resources San Mateo, California	$225M	+$4.68M	4	0.06%	Increased
15	Northern Trust Chicago, Illinois	$225M	+$47.8M	18	0.03%	Increased
16	Manning & Napier Advisors Fairport, New York	$206M	+$229M	2	2.35%	New
17	Bank of America Charlotte, North Carolina	$203M	-$53.1M	28	0.02%	Reduced
18	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$196M	-$15.2M	5	0.64%	Reduced
19	ProShare Advisors Bethesda, Maryland	$174M	+$3.39M	7	0.4%	Increased
20	EARNEST Partners Atlanta, Georgia	$162M	+$1.55M	2	0.73%	Increased
21	Goldman Sachs New York	$158M	+$22.2M	19	0.02%	Increased
22	GMH General Motors Holdings Detroit, Michigan	$147M	-$7.6M	4	99.6%	Reduced
23	Charles Schwab San Francisco, California	$147M	+$2.83M	11	0.03%	Increased
24	Davidson Kempner Capital Management New York	$143M	+$142M	1	2.39%	New
25	Pentwater Capital Management Naples, Florida	$141M	+$141M	1	1.56%	New