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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
301
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$655K -$403K 1 0% Reduced
302
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$655K $0 1 0.12% Maintained
303
HL Financial Services
HL Financial Services
Kentucky
$642K -$88.8K 1 0.02% Reduced
304
Veritable
Veritable
Delaware
$639K +$5.31K 1 0.02% Increased
305
EULAV Asset Management
EULAV Asset Management
Florida
$636K $0 1 0.04% Maintained
306
Shelton Capital Management
Shelton Capital Management
Colorado
$631K $0 1 0.11% Maintained
307
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$627K +$571K 1 0.15% New
308
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$622K -$9.7K 3 0% Reduced
309
AL
Airain Ltd
Guernsey
$618K +$44.2K 1 0.12% Increased
310
Calamos Wealth Management
Calamos Wealth Management
Illinois
$611K +$612K 1 0.2% New
311
NXG Investment Management
NXG Investment Management
Texas
$595K +$542K 1 0.02% New
312
Cypress Capital Group
Cypress Capital Group
Florida
$589K $0 1 0.15% Maintained
313
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$588K +$185K 1 0.18% Increased
314
OWIM
Old West Investment Management
California
$573K -$178K 1 0.27% Reduced
315
HighTower Trust
HighTower Trust
Texas
$562K +$318K 1 0.09% Increased
316
Paloma Partners
Paloma Partners
Connecticut
$562K -$595K 1 0.02% Reduced
317
Barings
Barings
North Carolina
$538K $0 1 0.02% Maintained
318
Los Angeles Capital Management
Los Angeles Capital Management
California
$538K +$159K 2 0.01% Increased
319
Daiwa Securities Group
Daiwa Securities Group
Japan
$536K -$218K 3 0% Reduced
320
ARTA
A.R.T. Advisors
New York
$533K -$5.81M 1 0.03% Reduced
321
GLG Inc
GLG Inc
New York
$532K $0 1 0.01% Maintained
322
IIM
Ironwood Investment Management
Massachusetts
$529K $0 1 0.08% Maintained
323
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$517K -$47.9K 1 0.06% Reduced
324
Quantitative Investment Management
Quantitative Investment Management
Virginia
$516K +$541K 1 0.05% New
325
Korea Investment Corp
Korea Investment Corp
South Korea
$510K +$334K 1 0.01% Increased