Titelia

Holdings of Themes Lithium & Battery Metal Miners ETF

Themes ETF Trust · Original filing · Compare with another fund · Report an error

Net assets
2.9M $ including 2.9M $ in equities, 99.7 %
Positions
45 in 8 countries
Top ten
52.2 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1PLS Group Ltd 88,449312.5K $10.72 %
2Albemarle Corp 1,394250.3K $8.59 %
3Guangzhou Tinci Materials Technology Co Ltd 26,516176.6K $6.06 %
4Tianqi Lithium Corp 17,200138.1K $4.74 %
5Ganfeng Lithium Group Co Ltd 11,100125.9K $4.32 %
6Liontown Ltd 101,061118.5K $4.07 %
7Zhejiang Huayou Cobalt Co Ltd 13,800117.3K $4.03 %
8IGO Ltd 19,560105.9K $3.64 %
9Elevra Lithium Ltd 16,54595.4K $3.28 %
10GEM Co Ltd 70,80080.9K $2.78 %
11Lithium Americas Corp 20,27580.6K $2.77 %
12Core Lithium Ltd 465,79478.7K $2.70 %
13Beijing Easpring Material Technology Co Ltd 10,00074.3K $2.55 %
14Mineral Resources Ltd 1,90970.6K $2.42 %
15Eramet SA 1,18569.2K $2.37 %
16Lithium Argentina AG 10,17968.1K $2.34 %
17Youngy Co Ltd 6,00066.3K $2.27 %
18Shanghai Putailai New Energy Technology Group Co Ltd 13,10060.6K $2.08 %
19Xiamen Tungsten Co Ltd 7,50060.4K $2.07 %
20Shenzhen Capchem Technology Co Ltd 6,90056.3K $1.93 %
21Lake Resources NL 985,34450.3K $1.73 %
22Canada Nickel Co Inc 42,50548.9K $1.68 %
23St George Mining Ltd 610,15448.4K $1.66 %
24Sociedad Quimica y Minera de Chile SA 52942.8K $1.47 %
25Sichuan Yahua Industrial Group Co Ltd 12,30041.3K $1.42 %
26Talon Metals Corp 9,04441K $1.41 %
27Standard Lithium Ltd 10,90139K $1.34 %
28Jiangsu Ruitai New Energy Materials Co Ltd 13,10036.6K $1.26 %
29PMET Resources Inc 11,25335.9K $1.23 %
30Ningbo Shanshan Co Ltd 18,40035.3K $1.21 %
31Chalice Mining Ltd 31,36130.6K $1.05 %
32ioneer Ltd 318,41628.6K $0.98 %
33AMG Critical Materials NV 70227.6K $0.95 %
34Minerals 260 Ltd 58,06527.4K $0.94 %
35Sigma Lithium Corp 2,07125.4K $0.87 %
36Energy Transition Minerals Ltd 364,94423.4K $0.80 %
37Vulcan Energy Resources Ltd 10,41722.9K $0.79 %
38Atlas Lithium Corp 4,37219K $0.65 %
39Ganzhou Teng Yuan Cobalt New Material Co Ltd 2,10018.3K $0.63 %
40Q2 Metals Corp 10,52616.3K $0.56 %
41Syrah Resources Ltd 163,37314.7K $0.50 %
42Lithium Ionic Corp 11,0549.5K $0.33 %
43Largo Inc 5,1445.9K $0.20 %
44American Lithium Corp 14,5965.9K $0.20 %
45Syrah Resources Ltd 123,7672.1K $0.07 %

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Sector breakdown

  • Materials 8.6 %
  • Unattributed 91.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • CNY 37.5 %
  • AUD 35.5 %
  • CAD 13.0 %
  • USD 10.7 %
  • EUR 3.3 %

The quoted currency of each line, as declared.

Country breakdown

  • China 37.5 %
  • Australia 35.5 %
  • Canada 10.6 %
  • United States 9.3 %
  • France 2.4 %
  • Switzerland 2.3 %
  • Chile 1.5 %
  • Netherlands 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1China141.1M $37.48 %
2Australia151M $35.48 %
3Canada10308.3K $10.62 %
4United States2269.3K $9.27 %
5France169.2K $2.38 %
6Switzerland168.1K $2.34 %
7Chile142.8K $1.47 %
8Netherlands127.6K $0.95 %
Cite this page

Titelia. "Holdings of Themes Lithium & Battery Metal Miners ETF". https://titelia.com/en/funds/S000085496