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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	Shapiro Capital Management Atlanta, Georgia	$132M	-$30.1M	1	2.84%	Reduced
27	Charles Schwab San Francisco, California	$126M	+$593K	5	0.05%	Increased
28	Legal & General Group London, United Kingdom	$124M	+$3.52M	4	0.05%	Increased
29	US Bancorp Minneapolis, Minnesota	$120M	-$2.46M	7	0.26%	Reduced
30	Pictet Asset Management (UK) London, United Kingdom	$119M	+$32.3M	2	0.16%	Increased
31	Nuveen Charlotte, North Carolina	$118M	+$9.23M	3	0.04%	Increased
32	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$117M	+$8.88M	3	0.17%	Increased
33	Wellington Management Group Boston, Massachusetts	$116M	-$9.32M	3	0.02%	Reduced
34	Royal Bank of Canada Toronto, Ontario, Canada	$108M	-$12.2M	12	0.03%	Reduced
35	Carillon Tower Advisers St. Petersburg, Florida	$97.1M	+$59.8M	1	0.59%	Increased
36	Millennium Management New York	$97.1M	+$47.6M	9	0.07%	Increased
37	Wells Fargo San Francisco, California	$92.7M	+$5.49M	11	0.02%	Increased
38	ACM Axel Capital Management New York	$88.5M	+$59.2M	5	28.77%	Increased
39	Eagle Asset Management St Petersburg, Florida	$88.2M	-$5.34M	1	0.5%	Reduced
40	Citadel Advisors Miami, Florida	$85M	+$37.5M	7	0.02%	Increased
41	ClearBridge Investments New York	$80.1M	-$30.5M	2	0.06%	Reduced
42	Parametric Portfolio Associates Seattle, Washington	$77.2M	+$1.01M	5	0.05%	Increased
43	Aberdeen Group Edinburgh, United Kingdom	$75.5M	-$32.9M	2	0.18%	Reduced
44	Goldman Sachs New York	$73.9M	+$7.53M	8	0.02%	Increased
45	Arrowstreet Capital Boston, Massachusetts	$73M	-$24.6M	5	0.1%	Reduced
46	Citigroup New York	$72.4M	+$34.8M	7	0.04%	Increased
47	JC Joho Capital New York	$70.9M	+$11.2M	1	12.1%	Increased
48	Amundi Asset Management US Boston, Massachusetts	$70.5M	-$46M	4	0.06%	Reduced
49	Macquarie Group Sydney, NSW 2000, Australia	$70.2M	-$7.57M	3	0.1%	Reduced
50	Swiss National Bank Zurich, Switzerland	$67M	-$1.41M	3	0.05%	Reduced