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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	Allianz Asset Management Munich, Germany	$214M	+$13.6M	4	0.17%	Increased
27	Ensign Peak Advisors Salt Lake City, Utah	$208M	-$34.7M	2	0.43%	Reduced
28	Wellington Management Group Boston, Massachusetts	$191M	+$1.73M	3	0.03%	Increased
29	VanEck Associates New York	$188M	+$44.1M	7	0.47%	Increased
30	US Bancorp Minneapolis, Minnesota	$185M	+$1.46M	9	0.35%	Increased
31	RAA RWC Asset Advisors Miami, Florida	$180M	+$71.6M	2	23.66%	Increased
32	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$178M	+$21.4M	2	0.2%	Increased
33	ProShare Advisors Bethesda, Maryland	$169M	-$15.2M	4	0.47%	Reduced
34	Millennium Management New York	$152M	+$64.7M	18	0.09%	Increased
35	Royal Bank of Canada Toronto, Ontario, Canada	$151M	-$35.7M	17	0.04%	Reduced
36	DVF Discovery Value Fund Singapore	$151M	+$139M	3	4.43%	New
37	UBS Group Zurich, Switzerland	$151M	+$5.66M	21	0.05%	Increased
38	Charles Schwab San Francisco, California	$150M	-$51.1M	5	0.05%	Reduced
39	Marshall Wace Asia Central, Hong Kong	$145M	+$141M	1	3.43%	New
40	Wells Fargo San Francisco, California	$141M	+$2.56M	15	0.03%	Increased
41	Eagle Asset Management St Petersburg, Florida	$138M	-$34.8K	2	0.62%	Reduced
42	AGF Investments Inc Toronto, Ontario, Canada	$135M	+$12.3M	2	1.04%	Increased
43	Jane Street New York	$132M	+$80.9M	17	0.05%	Increased
44	Goldman Sachs New York	$132M	+$12.6M	11	0.03%	Increased
45	Parametric Portfolio Associates Seattle, Washington	$123M	+$7.71M	6	0.07%	Increased
46	Susquehanna International Group Bala Cynwyd, Pennsylvania	$119M	+$5.58M	15	0.02%	Increased
47	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$118M	-$34.9M	1	2.97%	Reduced
48	Nuveen Charlotte, North Carolina	$116M	-$18.4M	5	0.04%	Reduced
49	Swiss National Bank Zurich, Switzerland	$115M	-$2.98M	4	0.07%	Reduced
50	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$110M	+$6.97M	2	0.54%	Increased