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 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| $66.3M | +$28.2M | 1 | 1.35% | Increased |
|
| 27 |
SIM
Stelliam Investment Management
New York
| $62.8M | +$7.08M | 1 | 1.56% | Increased |
|
| 28 |
GTP
Global Thematic Partners
New York
| $55.4M | +$24.9M | 1 | 0.93% | Increased |
|
| 29 |
Balyasny Asset Management
Chicago,
Illinois
| $54.6M | +$11.5M | 2 | 0.4% | Increased |
|
| 30 |
TAM
Third Avenue Management
New York
| $53M | -$15.1M | 1 | 1.44% | Reduced |
|
| 31 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $48.6M | +$53M | 2 | 0.26% | Increased |
|
| 32 |
Sarasin & Partners
London,
United Kingdom
| $45.8M | +$599K | 1 | 0.82% | Increased |
|
| 33 |
Norges Bank
Oslo,
Norway
| $44.6M | +$749K | 2 | 0.02% | Increased |
|
| 34 |
Teachers Advisors
New York
| $43.5M | -$7.88M | 2 | 0.09% | Reduced |
|
| 35 |
Anchor Capital Advisors
Boston,
Massachusetts
| $40.2M | -$1.17M | 1 | 1.03% | Reduced |
|
| 36 |
STRS Ohio
Columbus,
Ohio
| $39.4M | +$78.8K | 3 | 0.19% | Increased |
|
| 37 |
Ameriprise
Minneapolis,
Minnesota
| $39.1M | -$4.37M | 3 | 0.02% | Reduced |
|
| 38 |
PRO
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| $36.4M | $0 | 1 | 2.09% | Maintained |
|
| 39 |
Goldman Sachs
New York
| $36.2M | +$10.9M | 6 | 0.01% | Increased |
|
| 40 |
DS
Dalal Street
West Lake Hills,
Texas
| $34.4M | $0 | 1 | 9.12% | Maintained |
|
| 41 |
Westwood Holdings Group
Dallas,
Texas
| $33.9M | -$14.7M | 1 | 0.29% | Reduced |
|
| 42 |
Aberdeen Asset Management
Aberdeen,
United Kingdom
| $33.9M | -$597K | 1 | 0.12% | Reduced |
|
| 43 |
Principal Financial Group
Des Moines,
Iowa
| $32.8M | +$4.25M | 2 | 0.05% | Increased |
|
| 44 |
Geode Capital Management
Boston,
Massachusetts
| $32.3M | +$1.29M | 4 | 0.02% | Increased |
|
| 45 |
BlackRock Group
London,
United Kingdom
| $30.8M | +$4.42M | 3 | 0.02% | Increased |
|
| 46 |
Invesco
Atlanta,
Georgia
| $29.1M | -$7.91M | 3 | 0.01% | Reduced |
|
| 47 |
Elliott Management
New York
| $28.6M | +$29.1M | 1 | 0.55% | New |
|
| 48 |
Edge Asset Management
Seattle,
Washington
| $28M | +$5.32M | 1 | 0.28% | Increased |
|
| 49 |
ClearBridge Investments
New York
| $27.8M | -$1.44M | 2 | 0.03% | Reduced |
|
| 50 |
LM
Luminus Management
Houston,
Texas
| $27M | +$25.4M | 1 | 0.83% | Increased |
|