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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
SCP
SailingStone Capital Partners
Texas
$88.3M -$321M 1 2.4% Reduced
27
Janus Henderson Group
Janus Henderson Group
$86.9M +$80.2M 3 0.06% Increased
28
Capital Research Global Investors
Capital Research Global Investors
California
$83.6M -$233M 1 0.03% Reduced
29
OppenheimerFunds
OppenheimerFunds
New York
$81.4M -$3.19M 2 0.1% Reduced
30
Westwood Holdings Group
Westwood Holdings Group
Texas
$78.3M -$7.27M 1 0.64% Reduced
31
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$77.6M -$1.43M 1 0.89% Reduced
32
CCI
Columbus Circle Investors
$72M -$46.6M 1 1.19% Reduced
33
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$71.2M -$261K 2 0.24% Reduced
34
Invesco
Invesco
Georgia
$70.8M +$6.92M 5 0.02% Increased
35
Charles Schwab
Charles Schwab
California
$69.7M +$1.44M 5 0.07% Increased
36
PRO
Pensioenfonds Rail & OV
Netherlands
$69.1M $0 1 3.23% Maintained
37
William Blair Investment Management
William Blair Investment Management
Illinois
$68.6M +$73M 2 0.25% New
38
Millennium Management
Millennium Management
New York
$60.8M +$53.9M 5 0.11% Increased
39
Principal Financial Group
Principal Financial Group
Iowa
$60M +$14.4M 2 0.06% Increased
40
Legal & General Group
Legal & General Group
United Kingdom
$59.3M +$3.4M 4 0.05% Increased
41
First Eagle Investment Management
First Eagle Investment Management
New York
$58.8M $0 1 0.14% Maintained
42
TPCM
Tide Point Capital Management
Connecticut
$58.7M +$13M 2 3.34% Increased
43
Brandes Investment Partners
Brandes Investment Partners
California
$58.6M +$1.01M 1 0.93% Increased
44
Guggenheim Capital
Guggenheim Capital
Illinois
$55.6M -$2.73M 4 0.15% Reduced
45
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$55.5M +$22.1M 1 1.56% Increased
46
Axiom Investors
Axiom Investors
Connecticut
$53.7M -$112K 1 1.29% Reduced
47
JP Morgan Chase
JP Morgan Chase
New York
$53.2M +$34.3M 4 0.01% Increased
48
Federated Hermes
Federated Hermes
Pennsylvania
$51.9M +$48.8M 2 0.15% Increased
49
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$51.3M +$19.6M 2 0.21% Increased
50
Swiss National Bank
Swiss National Bank
Switzerland
$43.9M +$1.33M 2 0.05% Increased
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