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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	$1.16B	-$534M	18	0.02%	Reduced
2	BlackRock New York	$852M	-$815M	22	0.02%	Reduced
3	Capital World Investors Los Angeles, California	$718M	-$17.2M	1	0.12%	Reduced
4	State Street Boston, Massachusetts	$542M	-$211M	17	0.02%	Reduced
5	Baillie Gifford & Co Edinburgh, United Kingdom	$401M	+$180M	2	0.35%	Increased
6	Franklin Resources San Mateo, California	$350M	+$183M	2	0.1%	Increased
7	Capital Research Global Investors Los Angeles, California	$299M	-$190M	1	0.07%	Reduced
8	UBS Group Zurich, Switzerland	$272M	-$25.5M	32	0.05%	Reduced
9	Primecap Management Pasadena, California	$240M	-$1.69M	1	0.2%	Reduced
10	Geode Capital Management Boston, Massachusetts	$233M	-$122M	17	0.02%	Reduced
11	Invesco Atlanta, Georgia	$232M	+$27M	13	0.04%	Increased
12	Morgan Stanley New York	$230M	-$93M	28	0.02%	Reduced
13	Bank of America Charlotte, North Carolina	$202M	+$27.7M	27	0.02%	Increased
14	Dimensional Fund Advisors Austin, Texas	$194M	-$22.5M	7	0.05%	Reduced
15	Manning & Napier Advisors Fairport, New York	$181M	-$21.2M	2	2.23%	Reduced
16	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$169M	-$70.5M	16	0.36%	Reduced
17	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$168M	-$22.6M	4	0.53%	Reduced
18	EARNEST Partners Atlanta, Georgia	$145M	-$417K	2	0.7%	Reduced
19	ProShare Advisors Bethesda, Maryland	$139M	-$7.04M	5	0.31%	Reduced
20	JP Morgan Chase New York	$139M	+$76.5M	17	0.01%	Increased
21	Northern Trust Chicago, Illinois	$135M	-$70.2M	16	0.02%	Reduced
22	VanEck Associates New York	$128M	-$6.76M	7	0.17%	Reduced
23	GMH General Motors Holdings Detroit, Michigan	$93.2M	-$15.5M	4	99.71%	Reduced
24	Goldman Sachs New York	$84.9M	-$64M	18	0.01%	Reduced
25	Charles Schwab San Francisco, California	$84.6M	-$43.3M	11	0.02%	Reduced