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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	Wells Fargo San Francisco, California	$57.4M	+$6.61M	8	0.02%	Increased
27	Charles Schwab San Francisco, California	$56.2M	+$16M	5	0.03%	Increased
28	Royal Bank of Canada Toronto, Ontario, Canada	$56M	+$11.2M	10	0.02%	Increased
29	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$54.4M	+$52.9M	3	0.11%	Increased
30	US Bancorp Minneapolis, Minnesota	$51.7M	+$2.19M	6	0.14%	Increased
31	ClearBridge Investments New York	$50.7M	+$8.55M	3	0.04%	Increased
32	Legal & General Group London, United Kingdom	$50.5M	+$603K	5	0.03%	Increased
33	Coatue Management New York	$48.9M	+$47.9M	1	0.42%	New
34	Citadel Advisors Miami, Florida	$47.7M	+$38.3M	8	0.02%	Increased
35	Sterling Capital Management Charlotte, North Carolina	$47.5M	-$2.81M	1	0.45%	Reduced
36	Allianz Asset Management Munich, Germany	$45.7M	-$8.14M	3	0.04%	Reduced
37	AEGON Asset Management (UK) Edinburgh, United Kingdom	$45.6M	+$7.65M	1	1.2%	Increased
38	Robeco Schweiz Zurich, Switzerland	$43.7M	+$3.71M	3	1.87%	Increased
39	EWA Evolution Wealth Advisors Aventura, Florida	$41.7M	+$39.5M	2	19.86%	Increased
40	Macquarie Group Sydney, NSW 2000, Australia	$41.1M	+$582K	3	0.07%	Increased
41	London Company of Virginia Richmond, Virginia	$39.5M	-$1.9M	1	0.33%	Reduced
42	Barclays London, United Kingdom	$39.3M	-$40M	7	0.02%	Reduced
43	SEI Investments Oaks, Pennsylvania	$37.9M	+$864K	5	0.1%	Increased
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$36.2M	+$1.39M	2	0.03%	Increased
45	LM Luminus Management Houston, Texas	$36M	-$13.2M	2	1.04%	Reduced
46	CIBC Private Wealth Group Atlanta, Georgia	$34.6M	-$2.56M	2	0.12%	Reduced
47	T. Rowe Price Associates Baltimore, Maryland	$34.3M	-$485K	4	0%	Reduced
48	Susquehanna International Group Bala Cynwyd, Pennsylvania	$34.1M	-$6.47M	6	0.01%	Reduced
49	Westwood Holdings Group Dallas, Texas	$32.8M	+$3.19M	1	0.36%	Increased
50	Nicholas Company Milwaukee, Wisconsin	$32.7M	$0	1	0.74%	Maintained