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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	Brandes Investment Partners La Jolla, California	$81.2M	-$3.82M	1	1.08%	Reduced
27	Ameriprise Minneapolis, Minnesota	$77.9M	-$858K	4	0.05%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$72.1M	+$36.3M	6	0.04%	Increased
29	DS Dalal Street West Lake Hills, Texas	$70.8M	-$3.59M	1	17.1%	Reduced
30	Bank of America Charlotte, North Carolina	$68.1M	+$21.3M	8	0.02%	Increased
31	Sarasin & Partners London, United Kingdom	$65.7M	+$3.92M	1	0.9%	Increased
32	TIAA CREF Investment Management New York	$63.1M	+$43.2M	2	0.04%	Increased
33	DCM Daruma Capital Management New York	$60.9M	+$36.9K	1	2.68%	Increased
34	Goldman Sachs New York	$60M	+$5.64M	4	0.02%	Increased
35	STRS Ohio Columbus, Ohio	$59.3M	+$39M	3	0.26%	Increased
36	KP Kiltearn Partners Edinburgh, United Kingdom	$58.9M	+$10.3M	1	4.71%	Increased
37	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$54.9M	$0	1	2.19%	Maintained
38	Columbia Wanger Asset Management Chicago, Illinois	$54.7M	+$2.84M	1	0.25%	Increased
39	Aberdeen Asset Management Aberdeen, United Kingdom	$53M	+$25.6M	1	0.12%	Increased
40	Schroder Investment Management Group London, United Kingdom	$50.7M	+$40.7M	2	0.07%	Increased
41	ClearBridge Investments New York	$48.8M	+$5.16M	2	0.05%	Increased
42	Norges Bank Oslo, Norway	$48.6M	-$72.6M	3	0.03%	Reduced
43	RS Investment Management San Francisco, California	$45.1M	+$7.38M	2	0.42%	Increased
44	Two Sigma Investments New York	$43M	+$33.3M	2	0.19%	Increased
45	New York State Common Retirement Fund Albany, New York	$42.5M	-$1.72M	3	0.06%	Reduced
46	Wellington Management Group Boston, Massachusetts	$41.8M	+$13.8M	2	0.01%	Increased
47	Credit Suisse Zurich, Switzerland	$41.6M	+$15.2M	4	0.03%	Increased
48	VDBMI Van Den Berg Management I Austin, Texas	$40.9M	-$2.85M	1	3.18%	Reduced
49	UBS Zurich, Switzerland	$39.9M	+$15.3M	8	0.03%	Increased
50	Anchor Capital Advisors Boston, Massachusetts	$39.7M	-$2.2M	1	0.82%	Reduced