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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
276
Utah Retirement Systems
Utah Retirement Systems
Utah
$922K -$69.3K 1 0.03% Reduced
277
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$913K +$913K 1 0.12% New
278
US Bancorp
US Bancorp
Minnesota
$875K -$50.3K 4 0% Reduced
279
HCM
Harvey Capital Management
Florida
$870K $0 1 0.44% Maintained
280
RHBC
R.H. Bluestein & Co
Michigan
$832K -$24K 2 0.06% Reduced
281
MAI Capital Management
MAI Capital Management
Ohio
$805K +$45.2K 1 0.1% Increased
282
PGA
Portland Global Advisors
Maine
$791K +$20.5K 1 0.53% Increased
283
Rathbones Group
Rathbones Group
United Kingdom
$775K +$170K 1 0.09% Increased
284
NG
NatWest Group
United Kingdom
$766K +$767K 1 0.02% New
285
LPL Financial
LPL Financial
California
$764K -$32.2K 2 0.01% Reduced
286
SAM
Securian Asset Management
Minnesota
$763K -$66K 1 0.03% Reduced
287
Natixis Advisors
Natixis Advisors
Massachusetts
$753K +$223K 2 0.01% Increased
288
HM Payson & Co
HM Payson & Co
Maine
$736K $0 1 0.04% Maintained
289
KLWA
Kelly Lawrence W & Associates
California
$733K $0 1 0.17% Maintained
290
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$727K -$59.8K 1 0.01% Reduced
291
CCP
Clough Capital Partners
Massachusetts
$722K +$713K 1 0.02% New
292
TC
TFS Capital
Pennsylvania
$718K +$35.2K 1 0.03% Increased
293
BOK Financial
BOK Financial
Oklahoma
$716K +$101K 1 0.03% Increased
294
OA
OFI Advisors
Pennsylvania
$707K +$16.3K 4 0.07% Increased
295
MAM
Mastrapasqua Asset Management
Tennessee
$687K +$96.1K 1 0.17% Increased
296
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$686K -$69.3K 1 0% Reduced
297
MICM
Matthews International Capital Management
California
$685K -$1.66M 1 0.04% Reduced
298
Verition Fund Management
Verition Fund Management
Connecticut
$670K +$396K 2 0.1% Increased
299
MSU
Maple Securities USA
New Jersey
$668K +$668K 1 0.05% New
300
Nomura Asset Management
Nomura Asset Management
Japan
$660K -$436K 1 0.01% Reduced