← 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
Norges Bank
Norges Bank
Norway
$74.3M -$1M 1 0.03% Reduced
27
Invesco
Invesco
Georgia
$69.1M +$7.99M 8 0.03% Increased
28
Carmignac Gestion
Carmignac Gestion
France
$64.2M -$44.8M 1 0.97% Reduced
29
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$62.8M +$2.36M 2 0.16% Increased
30
Allianz Asset Management
Allianz Asset Management
Germany
$59.6M -$4.48M 2 0.07% Reduced
31
PRO
Pensioenfonds Rail & OV
Netherlands
$57.8M -$983K 1 2.45% Reduced
32
LM
Luminus Management
Texas
$56.6M +$66.9M 1 1.15% New
33
London Company of Virginia
London Company of Virginia
Virginia
$55.7M -$5.26M 1 0.53% Reduced
34
SEI Investments
SEI Investments
Pennsylvania
$54.4M +$223K 5 0.19% Increased
35
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$49.8M +$1.37M 6 0.05% Increased
36
Macquarie Group
Macquarie Group
Australia
$49.7M +$830K 2 0.1% Increased
37
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$49.3M +$13.4M 3 0.21% Increased
38
Ameriprise
Ameriprise
Minnesota
$48.8M +$19.8M 4 0.02% Increased
39
Glenview Capital Management
Glenview Capital Management
New York
$47.5M +$24.8M 2 0.46% Increased
40
Wells Fargo
Wells Fargo
California
$46.6M -$75.3M 8 0.02% Reduced
41
Two Sigma Investments
Two Sigma Investments
New York
$45.5M -$2.98M 3 0.18% Reduced
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$44.5M +$9.64M 2 0.36% Increased
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$43.3M +$7.7M 9 0.02% Increased
44
Legal & General Group
Legal & General Group
United Kingdom
$43.3M +$5.37M 5 0.03% Increased
45
US Bancorp
US Bancorp
Minnesota
$42.7M +$7.2M 5 0.14% Increased
46
William Blair Investment Management
William Blair Investment Management
Illinois
$42.4M +$11.8M 1 0.21% Increased
47
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$41.7M +$5.39M 3 0.04% Increased
48
Credit Suisse
Credit Suisse
Switzerland
$41.1M +$12.5M 6 0.04% Increased
49
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$40.8M +$573K 1 1.3% Increased
50
Marshall Wace
Marshall Wace
United Kingdom
$38.7M +$26.9M 2 0.4% Increased