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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
326
FMA
Fiduciary Management Associates
Illinois
$473K +$406K 1 0.03% New
327
BA
Bard Associates
Illinois
$468K $0 1 0.27% Maintained
328
SCM
Stevens Capital Management
Pennsylvania
$465K +$94.6K 2 0.02% Increased
329
DJC
Daily Journal Corp
California
$461K $0 1 0.4% Maintained
330
BFA
Benedict Financial Advisors
Georgia
$453K -$9.06K 1 0.28% Reduced
331
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$450K -$2.03K 1 0% Reduced
332
Gotham Asset Management
Gotham Asset Management
New York
$441K +$282K 1 0% Increased
333
Twin Tree Management
Twin Tree Management
Texas
$433K +$371K 1 0.01% New
334
MAM
Majedie Asset Management
United Kingdom
$416K $0 1 0.06% Maintained
335
CONA
Capital One National Association
New York
$414K +$21.2K 1 0.04% Increased
336
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$413K +$354K 1 0% New
337
GIA
GHP Investment Advisors
Colorado
$413K -$22.6K 1 0.09% Reduced
338
BCM
Bluefin Capital Management
New York
$412K +$355K 1 0.04% New
339
BCB
Brian C. Broderick
$411K +$141K 1 0.18% Increased
340
Meyer Handelman Company
Meyer Handelman Company
New York
$409K $0 1 0.02% Maintained
341
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$404K +$8.78K 1 0% Increased
342
NIMI
Natixis Investment Managers International
France
$401K +$195K 1 0.05% Increased
343
People's United Financial
People's United Financial
Connecticut
$388K +$59K 1 0.02% Increased
344
Oppenheimer & Co
Oppenheimer & Co
New York
$376K +$2.69K 3 0.01% Increased
345
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$376K -$555K 4 0% Reduced
346
RHBC
R.H. Bluestein & Co
Michigan
$360K $0 1 0.03% Maintained
347
Bessemer Group
Bessemer Group
New Jersey
$358K +$307K 1 0% New
348
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$358K -$1.3M 2 0.02% Reduced
349
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$351K $0 1 0% Maintained
350
MC
Martin Currie
United Kingdom
$345K +$296K 1 0.03% New