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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
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$70.3M +$7.27M 2 0.05% Increased
27
Citadel Advisors
Citadel Advisors
Florida
$63.9M +$47.5M 6 0.06% Increased
28
SIM
Stelliam Investment Management
New York
$63.4M +$62.1M 1 1.46% New
29
Brandes Investment Partners
Brandes Investment Partners
California
$62.9M -$5.77M 1 0.89% Reduced
30
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$60.4M +$19.4M 1 1.22% Increased
31
STRS Ohio
STRS Ohio
Ohio
$57.8M $0 3 0.25% Maintained
32
KP
Kiltearn Partners
United Kingdom
$57.3M +$8.42M 1 3.71% Increased
33
Ameriprise
Ameriprise
Minnesota
$56.1M -$3.94M 4 0.03% Reduced
34
PRO
Pensioenfonds Rail & OV
Netherlands
$56.1M $0 1 2.09% Maintained
35
Sarasin & Partners
Sarasin & Partners
United Kingdom
$53.5M -$6.55M 1 0.8% Reduced
36
Invesco
Invesco
Georgia
$51M -$30.5M 4 0.02% Reduced
37
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$49.8M +$1.32M 1 0.12% Increased
38
Norges Bank
Norges Bank
Norway
$47.1M $0 3 0.02% Maintained
39
Millennium Management
Millennium Management
New York
$44.6M +$14M 4 0.09% Increased
40
Goldman Sachs
Goldman Sachs
New York
$43.7M -$2.21M 4 0.01% Reduced
41
DCM
Daruma Capital Management
New York
$43.5M +$7.02M 1 1.89% Increased
42
Panagora Asset Management
Panagora Asset Management
Massachusetts
$43.4M +$17.6M 3 0.22% Increased
43
Winton Group
Winton Group
United Kingdom
$42.1M +$21.9M 1 0.52% Increased
44
DCM
Dupont Capital Management
Delaware
$39.8M -$64.3M 2 0.73% Reduced
45
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$39.6M +$252K 3 0.06% Increased
46
UBS Group
UBS Group
Switzerland
$39.4M +$41.1M 6 0.03% New
47
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$39.1M -$15.6M 3 0.01% Reduced
48
Deutsche Bank
Deutsche Bank
Germany
$38M -$21.1M 7 0.02% Reduced
49
Geode Capital Management
Geode Capital Management
Massachusetts
$37.5M +$9.98M 3 0.02% Increased
50
RS Investment Management
RS Investment Management
California
$35.7M +$6.75M 2 0.32% Increased
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