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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
26
BlackRock Group
BlackRock Group
United Kingdom
$94.8M +$108M 3 0.07% New
27
Northern Trust
Northern Trust
Illinois
$93.8M +$97M 5 0.03% New
28
Invesco
Invesco
Georgia
$82.9M +$85.3M 4 0.04% New
29
ING Group
ING Group
Netherlands
$72.2M +$78.5M 2 0.38% New
30
Vontobel Asset Management
Vontobel Asset Management
New York
$71.6M +$84.4M 1 0.92% New
31
Frontier Capital Management
Frontier Capital Management
Massachusetts
$70M +$70.1M 2 0.58% New
32
KI
Kalmar Investments
Delaware
$62.8M +$63.4M 1 1.24% New
33
Brandes Investment Partners
Brandes Investment Partners
California
$61M +$66.1M 1 0.76% New
34
BlackRock Advisors
BlackRock Advisors
Delaware
$59.8M +$64.2M 4 0.06% New
35
Scout Investments
Scout Investments
Missouri
$59M +$69.5M 1 0.69% New
36
Norges Bank
Norges Bank
Norway
$58.3M +$61.5M 3 0.04% New
37
Davenport & Co
Davenport & Co
Virginia
$57.7M +$58.2M 1 1.27% New
38
PRO
Pensioenfonds Rail & OV
Netherlands
$57.2M +$57.4M 1 2.81% New
39
Macquarie Group
Macquarie Group
Australia
$52.2M +$52.7M 1 0.11% New
40
Credit Suisse
Credit Suisse
Switzerland
$52.1M +$58.1M 4 0.05% New
41
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$51.2M +$51.7M 1 2.12% New
42
GC
GMT Capital
Georgia
$50M +$50.4M 1 1.15% New
43
Gates Capital Management
Gates Capital Management
New York
$45.9M +$46.3M 1 2.1% New
44
Principal Financial Group
Principal Financial Group
Iowa
$44.4M +$46.5M 3 0.1% New
45
Neuberger Berman Group
Neuberger Berman Group
New York
$43.6M +$46.1M 2 0.05% New
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$38.8M +$40.2M 3 0.07% New
47
Wells Fargo
Wells Fargo
California
$37.7M +$38M 6 0.02% New
48
Renaissance Technologies
Renaissance Technologies
New York
$37.4M +$43.9M 3 0.1% New
49
Goldman Sachs
Goldman Sachs
New York
$34.3M +$33.6M 5 0.01% New
50
VanEck Associates
VanEck Associates
New York
$34M +$39.4M 2 0.19% New