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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
226
LMR Partners
LMR Partners
United Kingdom
$2.96M +$2.86M 1 0.28% New
227
NIM
NXG Investment Management
Texas
$2.94M +$2.06M 1 0.09% Increased
228
Profund Advisors
Profund Advisors
Maryland
$2.9M +$751K 4 0.14% Increased
229
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$2.79M +$152K 1 0.01% Increased
230
GHA
Garcia Hamilton & Associates
Texas
$2.78M +$313K 1 1.64% Increased
231
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$2.69M +$1.46M 3 0.04% Increased
232
BPM
Bronson Point Management
Connecticut
$2.69M -$399K 1 0.81% Reduced
233
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$2.68M +$2.58M 1 0.48% New
234
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.66M -$1.32M 2 0.04% Reduced
235
Asset Management One
Asset Management One
Japan
$2.66M -$78.4K 3 0.04% Reduced
236
GAMCO Investors
GAMCO Investors
Connecticut
$2.65M $0 1 0.02% Maintained
237
BEC
Blue Edge Capital
Virginia
$2.62M $0 1 1.43% Maintained
238
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.6M +$2.5M 1 0.22% New
239
CM
CoreCommodity Management
Connecticut
$2.6M -$13.8K 2 2.65% Reduced
240
Citigroup
Citigroup
New York
$2.57M -$11.6M 6 0% Reduced
241
NAM
NorthCoast Asset Management
Connecticut
$2.56M -$1.92M 1 0.21% Reduced
242
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$2.56M $0 2 0.03% Maintained
243
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$2.56M -$8.63K 1 0.29% Reduced
244
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.55M +$391K 2 0.03% Increased
245
CO
Caldwell & Orkin
Georgia
$2.51M -$148K 1 1.73% Reduced
246
GGPE
Golden Gate Private Equity
California
$2.48M $0 1 1.11% Maintained
247
HMS
Hanseatic Management Services
New Mexico
$2.46M +$420K 2 0.88% Increased
248
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$2.45M -$30.2K 1 0.05% Reduced
249
KBC Group
KBC Group
Belgium
$2.43M +$423K 2 0.03% Increased
250
Scotia Capital
Scotia Capital
Ontario, Canada
$2.41M -$2.13M 1 0.04% Reduced