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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	KP Kiltearn Partners Edinburgh, United Kingdom	$63.7M	+$16.3M	1	3.42%	Increased
27	Brandes Investment Partners La Jolla, California	$60.5M	+$7.28M	2	0.83%	Increased
28	HHC Hutchin Hill Capital New York	$57.2M	+$59.1M	1	1.58%	New
29	Renaissance Technologies New York	$57.1M	+$54.8M	4	0.12%	Increased
30	Discovery Capital Management South Norwalk, Connecticut	$56.8M	+$30.6M	1	0.65%	Increased
31	Westwood Holdings Group Dallas, Texas	$56.8M	+$55.5M	1	0.43%	Increased
32	Norges Bank Oslo, Norway	$55.3M	+$14.2M	3	0.03%	Increased
33	Bank of America Charlotte, North Carolina	$54.3M	-$11.1M	8	0.02%	Reduced
34	DS Dalal Street West Lake Hills, Texas	$53.8M	+$41.5M	1	10.03%	Increased
35	Winton Group London, United Kingdom	$52.7M	+$16.2M	1	0.42%	Increased
36	Lord, Abbett & Co Jersey City, New Jersey	$52.1M	-$52.5M	1	0.13%	Reduced
37	Anchor Capital Advisors Boston, Massachusetts	$50.5M	-$2.65M	1	1.09%	Reduced
38	Ameriprise Minneapolis, Minnesota	$50.1M	-$331K	4	0.03%	Reduced
39	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$49.1M	+$50.7M	1	0.86%	New
40	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$48.7M	-$632K	1	2.24%	Reduced
41	STRS Ohio Columbus, Ohio	$48.4M	-$173K	3	0.21%	Reduced
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$47.6M	+$15.1M	4	0.03%	Increased
43	T. Rowe Price Associates Baltimore, Maryland	$47.4M	+$14.9M	4	0.01%	Increased
44	Goldman Sachs New York	$47.3M	+$9.28M	5	0.02%	Increased
45	Teachers Advisors New York	$46.2M	+$26.1M	2	0.09%	Increased
46	Panagora Asset Management Boston, Massachusetts	$44M	+$6.05M	3	0.22%	Increased
47	Aberdeen Asset Management Aberdeen, United Kingdom	$43.3M	+$6.73M	1	0.12%	Increased
48	BlackRock Group London, United Kingdom	$41.7M	+$16.3M	4	0.02%	Increased
49	Sarasin & Partners London, United Kingdom	$39.8M	-$1.34M	1	0.61%	Reduced
50	BlackRock Advisors Wilmington, Delaware	$38.9M	+$12.1M	2	0.04%	Increased