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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	Wellington Management Group Boston, Massachusetts	$75.3M	+$7.92M	3	0.02%	Increased
27	DCM Daruma Capital Management New York	$72.4M	+$8.34M	1	2.88%	Increased
28	Goldman Sachs New York	$68.4M	+$10.8M	5	0.02%	Increased
29	Norges Bank Oslo, Norway	$66.1M	+$1.54M	3	0.04%	Increased
30	Bessemer Group Woodbridge, New Jersey	$61.9M	-$12.3M	1	0.42%	Reduced
31	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$61.6M	+$898K	1	2.61%	Increased
32	Adage Capital Partners Boston, Massachusetts	$59.8M	+$25.9M	1	0.16%	Increased
33	Columbia Wanger Asset Management Chicago, Illinois	$58.6M	+$3.91M	1	0.23%	Increased
34	Bank of America Charlotte, North Carolina	$52.1M	-$58.9K	6	0.02%	Reduced
35	ClearBridge Investments New York	$51.3M	+$7.06M	1	0.06%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$46.2M	+$6.63M	5	0.03%	Increased
37	New York State Common Retirement Fund Albany, New York	$44M	+$1.22M	3	0.07%	Increased
38	VDBMI Van Den Berg Management I Austin, Texas	$40.1M	+$25.3M	1	2.76%	Increased
39	Fidelity Investments Boston, Massachusetts	$37.6M	-$159M	2	0.01%	Reduced
40	BlackRock Group London, United Kingdom	$37.6M	+$15.2K	4	0.02%	Increased
41	KP Kiltearn Partners Edinburgh, United Kingdom	$37.1M	+$18.6M	1	3.9%	Increased
42	Millennium Management New York	$37M	+$30.5M	5	0.11%	Increased
43	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$36.8M	+$11.8M	2	0.15%	Increased
44	Wells Fargo San Francisco, California	$36.7M	+$1.26M	6	0.02%	Increased
45	Neuberger Berman Group New York	$35.1M	+$5.02M	3	0.04%	Increased
46	Anchor Capital Advisors Boston, Massachusetts	$34.8M	+$33.9M	1	0.69%	New
47	BlackRock Advisors Wilmington, Delaware	$34.3M	+$1.7M	3	0.03%	Increased
48	Credit Suisse Zurich, Switzerland	$34.2M	-$4.32M	5	0.03%	Reduced
49	Geode Capital Management Boston, Massachusetts	$32.3M	+$1.52M	3	0.02%	Increased
50	Royce & Associates New York	$29.4M	-$317K	1	0.09%	Reduced