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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
Norges Bank
Norges Bank
Norway
$98.7M +$20.8M 3 0.03% Increased
27
Invesco
Invesco
Georgia
$80.8M +$6.96M 7 0.03% Increased
28
Robeco Schweiz
Robeco Schweiz
Switzerland
$78.4M -$1.32M 3 3.24% Reduced
29
Aberdeen Group
Aberdeen Group
United Kingdom
$77.4M +$1.02M 2 0.17% Increased
30
LM
Luminus Management
Texas
$76.8M +$28.1M 2 1.65% Increased
31
PRO
Pensioenfonds Rail & OV
Netherlands
$75.5M +$13.9M 1 3.07% Increased
32
Charles Schwab
Charles Schwab
California
$70.1M -$11.5M 7 0.04% Reduced
33
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$63.7M +$20.7M 10 0.03% Increased
34
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$63M +$12.9M 6 0.05% Increased
35
Legal & General Group
Legal & General Group
United Kingdom
$61M +$15.4M 5 0.03% Increased
36
London Company of Virginia
London Company of Virginia
Virginia
$60M +$791K 1 0.51% Increased
37
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$57.3M +$6.07M 3 0.21% Increased
38
US Bancorp
US Bancorp
Minnesota
$53.2M +$7.85M 6 0.15% Increased
39
Allianz Asset Management
Allianz Asset Management
Germany
$52.7M -$10.4M 2 0.05% Reduced
40
Citadel Advisors
Citadel Advisors
Florida
$52M +$20.8M 8 0.03% Increased
41
Macquarie Group
Macquarie Group
Australia
$51.8M +$1.76M 3 0.09% Increased
42
Teachers Advisors
Teachers Advisors
New York
$50.9M +$15.3M 3 0.06% Increased
43
Wells Fargo
Wells Fargo
California
$49.8M -$912K 8 0.01% Reduced
44
Credit Suisse
Credit Suisse
Switzerland
$48.5M +$5.21M 7 0.04% Increased
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$45.5M -$77.6K 2 0.33% Reduced
46
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$45.4M +$22.7M 1 1.51% Increased
47
ClearBridge Investments
ClearBridge Investments
New York
$44.3M +$10.3M 3 0.04% Increased
48
Millennium Management
Millennium Management
New York
$44.1M +$28.8M 8 0.07% Increased
49
SEI Investments
SEI Investments
Pennsylvania
$43M -$4.63M 5 0.14% Reduced
50
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$42.7M -$21.3M 1 0.1% Reduced
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