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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	Legal & General Group London, United Kingdom	$220M	-$15M	7	0.07%	Reduced
27	Marshall Wace London, United Kingdom	$213M	+$188M	8	0.39%	Increased
28	Allianz Asset Management Munich, Germany	$212M	-$9.26M	5	0.15%	Reduced
29	RAA RWC Asset Advisors Miami, Florida	$203M	+$38.7M	1	24.58%	Increased
30	US Bancorp Minneapolis, Minnesota	$195M	-$561K	10	0.31%	Reduced
31	Lord, Abbett & Co Jersey City, New Jersey	$182M	+$197M	2	0.42%	Increased
32	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$179M	-$11.6M	2	0.19%	Reduced
33	AGF Investments Inc Toronto, Ontario, Canada	$178M	+$41.5M	3	1.28%	Increased
34	VanEck Associates New York	$169M	-$45.1M	8	0.39%	Reduced
35	Charles Schwab San Francisco, California	$165M	+$7.74M	6	0.05%	Increased
36	Nuveen Charlotte, North Carolina	$165M	+$53.2M	6	0.05%	Increased
37	UBS Group Zurich, Switzerland	$163M	+$6.56M	22	0.05%	Increased
38	Ensign Peak Advisors Salt Lake City, Utah	$163M	-$62.2M	3	0.31%	Reduced
39	Susquehanna International Group Bala Cynwyd, Pennsylvania	$158M	+$42.1M	18	0.02%	Increased
40	ProShare Advisors Bethesda, Maryland	$157M	-$24.7M	4	0.31%	Reduced
41	Royal Bank of Canada Toronto, Ontario, Canada	$153M	-$8.85M	16	0.03%	Reduced
42	Eagle Asset Management St Petersburg, Florida	$150M	+$2.52M	2	0.66%	Increased
43	DVF Discovery Value Fund Singapore	$147M	-$24.5M	2	5.41%	Reduced
44	Wells Fargo San Francisco, California	$137M	-$9.51M	16	0.03%	Reduced
45	KI Koch Industries Wichita, Kansas	$132M	+$132M	1	7.54%	New
46	Millennium Management New York	$128M	-$25.6M	17	0.07%	Reduced
47	Renaissance Technologies New York	$127M	+$32.4M	9	0.16%	Increased
48	Parametric Portfolio Associates Seattle, Washington	$126M	+$3.06M	6	0.06%	Increased
49	Amundi Paris, France	$124M	+$9.27M	5	0.08%	Increased
50	HCS Himension Capital (Singapore) Singapore	$124M	+$3.58M	2	9.49%	Increased