Albemarle is a major U.S.-based lithium supplier and is the top holding in the ETF. For example, it recently announced it was making a $470 million investment in expanding its operations in Ontario, Canada, to produce battery enclosures for EVs, among them, the popular Ford (NYSE: F) F150 Lightning. But in the near term, Magna's profit margin and cash flow generation are being negatively impacted by a combination of high inflation (a common theme in the auto industry) and investments needed to fuel growth.