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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	DS Dalal Street West Lake Hills, Texas	$72.8M	+$71.3M	1	15.14%	New
27	Sarasin & Partners London, United Kingdom	$69.5M	-$2.57M	1	0.97%	Reduced
28	Bessemer Group Woodbridge, New Jersey	$66.6M	+$2.95K	1	0.41%	Increased
29	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$66.6M	$0	1	2.76%	Maintained
30	DCM Daruma Capital Management New York	$66.3M	-$379K	1	2.71%	Reduced
31	HSBC Holdings London, United Kingdom	$65.5M	+$55.8M	2	0.14%	Increased
32	Goldman Sachs New York	$60.6M	-$6.39M	5	0.02%	Reduced
33	Columbia Wanger Asset Management Chicago, Illinois	$58.4M	+$4.46M	1	0.23%	Increased
34	Bank of America Charlotte, North Carolina	$56.1M	+$1.4M	7	0.02%	Increased
35	Lord, Abbett & Co Jersey City, New Jersey	$55M	+$38M	1	0.12%	Increased
36	Anchor Capital Advisors Boston, Massachusetts	$50.6M	+$12.6M	1	0.98%	Increased
37	BlackRock Group London, United Kingdom	$49.4M	+$11.2M	4	0.03%	Increased
38	New York State Common Retirement Fund Albany, New York	$48.7M	+$1.89M	3	0.07%	Increased
39	KP Kiltearn Partners Edinburgh, United Kingdom	$48.1M	+$8.18M	1	4.57%	Increased
40	ClearBridge Investments New York	$47.7M	+$505K	1	0.05%	Increased
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$43M	-$1.19M	5	0.03%	Reduced
42	VDBMI Van Den Berg Management I Austin, Texas	$42.8M	-$206K	1	3.07%	Reduced
43	RS Investment Management San Francisco, California	$41M	-$430M	2	0.34%	Reduced
44	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$38.5M	-$254K	2	0.13%	Reduced
45	BlackRock Investment Management Wilmington, Delaware	$35.2M	+$11M	5	0.05%	Increased
46	BlackRock Advisors Wilmington, Delaware	$35M	-$736K	3	0.03%	Reduced
47	Geode Capital Management Boston, Massachusetts	$34M	+$87K	3	0.02%	Increased
48	Neuberger Berman Group New York	$33.3M	+$1.02M	3	0.03%	Increased
49	Aberdeen Asset Management Aberdeen, United Kingdom	$32.8M	+$24.6M	1	0.07%	Increased
50	Royce & Associates New York	$32.4M	+$652K	1	0.1%	Increased