← All themes

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
Geode Capital Management
Geode Capital Management
Massachusetts
$88.1M +$4.67M 5 0.04% Increased
27
Goldman Sachs
Goldman Sachs
New York
$86.6M +$11.9M 6 0.03% Increased
28
ABC
Anchor Bolt Capital
Illinois
$85.3M -$167K 1 2.62% Reduced
29
TPCM
Tide Point Capital Management
Connecticut
$81.6M +$7.94M 2 4.47% Increased
30
PRO
Pensioenfonds Rail & OV
Netherlands
$78M $0 1 4.13% Maintained
31
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$75.8M +$3.16M 2 0.14% Increased
32
Westwood Holdings Group
Westwood Holdings Group
Texas
$75.7M +$24M 1 0.64% Increased
33
CCI
Columbus Circle Investors
$71.8M +$68.7M 1 0.77% Increased
34
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$69.7M +$38.5M 7 0.04% Increased
35
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$66M -$21.4M 2 0.22% Reduced
36
Brandes Investment Partners
Brandes Investment Partners
California
$64.3M -$45.8M 1 0.96% Reduced
37
OppenheimerFunds
OppenheimerFunds
New York
$62.6M -$65.7M 2 0.08% Reduced
38
First Eagle Investment Management
First Eagle Investment Management
New York
$60.1M $0 1 0.15% Maintained
39
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$59.8M -$41M 1 0.18% Reduced
40
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$59.4M +$153K 2 0.21% Increased
41
Sarasin & Partners
Sarasin & Partners
United Kingdom
$57.5M -$1.75M 1 0.9% Reduced
42
Charles Schwab
Charles Schwab
California
$56.8M +$13.7M 5 0.07% Increased
43
Invesco
Invesco
Georgia
$54.8M -$9.49M 4 0.02% Reduced
44
SIM
Stelliam Investment Management
New York
$52.4M +$3.29M 1 1.75% Increased
45
Balyasny Asset Management
Balyasny Asset Management
Illinois
$50.3M +$26.1M 1 0.29% Increased
46
Morgan Stanley
Morgan Stanley
New York
$46.8M -$13.2M 7 0.02% Reduced
47
Axiom Investors
Axiom Investors
Connecticut
$41.2M -$1.3M 1 1.16% Reduced
48
Royce & Associates
Royce & Associates
New York
$41.1M -$1.24M 1 0.27% Reduced
49
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$40.6M +$17.4M 1 0.45% Increased
50
Point72 Asset Management
Point72 Asset Management
Connecticut
$40.4M -$8.44M 3 0.28% Reduced
1
2
3 4 5