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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	Bessemer Group Woodbridge, New Jersey	$71.1M	-$48.2M	1	0.51%	Reduced
27	Wellington Management Group Boston, Massachusetts	$70.8M	+$3.51M	3	0.02%	Increased
28	DCM Daruma Capital Management New York	$61M	+$40.7M	1	2.53%	Increased
29	Invesco Atlanta, Georgia	$60.7M	+$7.44M	4	0.02%	Increased
30	Norges Bank Oslo, Norway	$59.7M	$0	3	0.03%	Maintained
31	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$58.2M	$0	1	2.44%	Maintained
32	Frontier Capital Management Boston, Massachusetts	$56.1M	-$17.1M	1	0.42%	Reduced
33	Goldman Sachs New York	$55.2M	+$8.05M	4	0.02%	Increased
34	Bank of America Charlotte, North Carolina	$49.6M	-$3.39M	6	0.02%	Reduced
35	Allianz Asset Management Munich, Germany	$48M	-$43.8M	3	0.06%	Reduced
36	Crawford Investment Counsel Atlanta, Georgia	$44.8M	-$16.3M	1	1.64%	Reduced
37	Columbia Wanger Asset Management Chicago, Illinois	$44.2M	$0	1	0.17%	Maintained
38	New York State Common Retirement Fund Albany, New York	$43.6M	+$350K	3	0.07%	Increased
39	ClearBridge Investments New York	$42M	+$6.07M	1	0.05%	Increased
40	Davenport & Co Richmond, Virginia	$40.1M	-$7.36M	1	0.75%	Reduced
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$37.1M	-$4.74M	4	0.03%	Reduced
42	Credit Suisse Zurich, Switzerland	$35.9M	+$2.63M	5	0.03%	Increased
43	Sarasin & Partners London, United Kingdom	$35.7M	+$17.5M	1	0.5%	Increased
44	Wells Fargo San Francisco, California	$34.7M	+$1.29M	6	0.02%	Increased
45	AC Ascend Capital Orinda, California	$34.5M	+$2.31M	1	1.05%	Increased
46	BlackRock Group London, United Kingdom	$33.8M	-$1.57M	3	0.02%	Reduced
47	Adage Capital Partners Boston, Massachusetts	$31.7M	+$33.2M	1	0.08%	New
48	BlackRock Advisors Wilmington, Delaware	$31.2M	-$18.9M	3	0.03%	Reduced
49	Geode Capital Management Boston, Massachusetts	$29.4M	+$4.36M	3	0.02%	Increased
50	Royce & Associates New York	$28.4M	-$418K	1	0.08%	Reduced