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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
Invesco
Invesco
Georgia
$81.8M +$28.2M 8 0.03% Increased
27
London Company of Virginia
London Company of Virginia
Virginia
$75.7M +$73.2M 1 0.62% Increased
28
PRO
Pensioenfonds Rail & OV
Netherlands
$71.7M +$1.53M 1 2.89% Increased
29
Charles Schwab
Charles Schwab
California
$65.9M +$2.09M 4 0.05% Increased
30
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$65.5M -$56.3M 6 0.02% Reduced
31
Allianz Asset Management
Allianz Asset Management
Germany
$64.5M -$45.2M 3 0.06% Reduced
32
Renaissance Technologies
Renaissance Technologies
New York
$63.8M -$21.5M 4 0.07% Reduced
33
UBS AM
UBS AM
Illinois
$62.8M -$6.75M 4 0.05% Reduced
34
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$61.8M +$3.11M 2 0.01% Increased
35
Federated Hermes
Federated Hermes
Pennsylvania
$60.8M +$14.2M 2 0.18% Increased
36
Westwood Holdings Group
Westwood Holdings Group
Texas
$51M -$4.57M 1 0.43% Reduced
37
Legal & General Group
Legal & General Group
United Kingdom
$50.5M -$1.81M 4 0.04% Reduced
38
Janus Henderson Group
Janus Henderson Group
$49.9M -$45M 2 0.03% Reduced
39
Credit Suisse
Credit Suisse
Switzerland
$48.9M +$2.94M 6 0.05% Increased
40
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$48.6M +$693K 1 1.19% Increased
41
First Eagle Investment Management
First Eagle Investment Management
New York
$46.6M $0 1 0.11% Maintained
42
JP Morgan Chase
JP Morgan Chase
New York
$45.6M -$34.4M 5 0.01% Reduced
43
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$45.4M -$14.6M 5 0.04% Reduced
44
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$44.8M -$3.84M 2 0.17% Reduced
45
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$44.3M +$10.6M 2 0.08% Increased
46
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$43.8M -$22.9M 2 0.03% Reduced
47
Nicholas Company
Nicholas Company
Wisconsin
$42M +$197K 1 0.98% Increased
48
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$41.1M +$5.52M 2 0.05% Increased
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$40.8M +$17.3M 2 0.29% Increased
50
Millennium Management
Millennium Management
New York
$40.3M +$10M 6 0.05% Increased
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