← 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
ClearBridge Investments
ClearBridge Investments
New York
$60.8M +$6.13M 2 0.05% Increased
27
Goldman Sachs
Goldman Sachs
New York
$59.4M -$12.1M 7 0.02% Reduced
28
Legal & General Group
Legal & General Group
United Kingdom
$58.4M -$1.3M 3 0.03% Reduced
29
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$56.3M -$4.66M 4 0.07% Reduced
30
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$56.2M +$1.35M 2 0.12% Increased
31
Nuveen
Nuveen
North Carolina
$54.1M -$671K 2 0.02% Reduced
32
Aberdeen Group
Aberdeen Group
United Kingdom
$53.8M -$770K 2 0.15% Reduced
33
Wellington Management Group
Wellington Management Group
Massachusetts
$53.4M -$3.06M 3 0.01% Reduced
34
Norges Bank
Norges Bank
Norway
$50.3M -$11.3M 1 0.01% Reduced
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$49.8M -$1.71M 3 0.37% Reduced
36
Eagle Asset Management
Eagle Asset Management
Florida
$49.2M +$173K 2 0.28% Increased
37
Wells Fargo
Wells Fargo
California
$48.9M -$1.57M 11 0.01% Reduced
38
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$48.5M $0 1 0.37% Maintained
39
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$46.5M -$14M 5 0.04% Reduced
40
Barclays
Barclays
United Kingdom
$45.9M -$15.6M 6 0.04% Reduced
41
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$44.5M +$39.2M 1 1.03% New
42
Macquarie Group
Macquarie Group
Australia
$41.9M -$809K 3 0.07% Reduced
43
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$41.6M +$18.4M 2 0.11% Increased
44
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$40.7M +$1.22M 3 0.05% Increased
45
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$39.4M -$499K 2 0.03% Reduced
46
MAMU
Marathon Asset Management (UK)
United Kingdom
$38.6M +$9.51M 1 0.59% Increased
47
Millennium Management
Millennium Management
New York
$35.2M +$16.1M 6 0.05% Increased
48
Swiss National Bank
Swiss National Bank
Switzerland
$35M +$899K 3 0.03% Increased
49
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$34.1M -$421K 2 0.29% Reduced
50
American Century Companies
American Century Companies
Missouri
$33.9M +$67.6K 3 0.03% Increased