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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	Morgan Stanley New York	$63.6M	+$36.8M	8	0.02%	Increased
27	Teachers Advisors New York	$63.4M	+$16.2M	2	0.12%	Increased
28	Gates Capital Management New York	$62.1M	-$53M	1	2.06%	Reduced
29	Westwood Holdings Group Dallas, Texas	$59.1M	-$270K	1	0.44%	Reduced
30	Norges Bank Oslo, Norway	$54.6M	-$3.31M	2	0.03%	Reduced
31	Anchor Capital Advisors Boston, Massachusetts	$51.7M	-$1.19M	1	1.16%	Reduced
32	SFM Systematic Financial Management Teaneck, New Jersey	$51.6M	+$55.7M	1	0.44%	New
33	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$51.2M	-$172K	1	0.92%	Reduced
34	Ameriprise Minneapolis, Minnesota	$49.8M	-$2.1M	4	0.03%	Reduced
35	Sarasin & Partners London, United Kingdom	$49.8M	+$18.2M	1	0.82%	Increased
36	DS Dalal Street West Lake Hills, Texas	$48.2M	-$77.7K	1	10.16%	Reduced
37	STRS Ohio Columbus, Ohio	$47.9M	$0	3	0.21%	Maintained
38	Balyasny Asset Management Chicago, Illinois	$47.8M	+$9.27M	1	0.29%	Increased
39	GTP Global Thematic Partners New York	$47.7M	+$53.9M	1	0.63%	New
40	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$45.6M	-$123K	1	2.49%	Reduced
41	Invesco Atlanta, Georgia	$45.2M	+$27.5M	4	0.02%	Increased
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$41.8M	-$6.79M	5	0.03%	Reduced
43	Geode Capital Management Boston, Massachusetts	$38.5M	+$1.57M	3	0.02%	Increased
44	Aberdeen Asset Management Aberdeen, United Kingdom	$38M	-$21.6K	1	0.11%	Reduced
45	Renaissance Technologies New York	$36.6M	-$23.2M	5	0.08%	Reduced
46	Principal Financial Group Des Moines, Iowa	$35.8M	+$15.5M	2	0.05%	Increased
47	Lord, Abbett & Co Jersey City, New Jersey	$33.4M	-$22.8M	1	0.09%	Reduced
48	Fiduciary Management Inc Milwaukee, Wisconsin	$33.4M	-$30.7M	1	0.17%	Reduced
49	T. Rowe Price Associates Baltimore, Maryland	$32.5M	-$16.7M	4	0.01%	Reduced
50	ClearBridge Investments New York	$32.2M	-$2.09M	2	0.03%	Reduced