The lithium sector has almost doubled from its 2025 low, following the battery metal higher. The impact has been dramatic on related stocks, with many suddenly approaching, or having reached, viability as the price rises. The ASX-traded ACDC ETF provides exposure to a cross section of companies from lithium miners to auto manufacturers:
- The ETF holds 46 stocks, with its 5 largest positions currently Sigma Lithium, PLS Group, Liontown, Albemarle, and Sociedad.
- It has a reasonable market cap of $680mn, while its fees are okay at 0.69%.
The advance across lithium and battery related stocks has been dramatic since its April lows and we can see the bull market consolidating recent gains over the coming months.
- We no longer like the near term risk/reward towards lithium names as we head into 2026, and have moved our stance from bullish to neutral.
MM is now neutral towards the lithium sector into Christmas
Add To Hit List
chart
Global X Battery Tech & Lithium ETF (ACDC)
chart
Global X Battery Tech & Lithium ETF (ACDC)
