← 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
Legal & General Group
Legal & General Group
United Kingdom
$267M -$5.62M 10 0.1% Reduced
27
Goldman Sachs
Goldman Sachs
New York
$261M +$6.76M 17 0.07% Increased
28
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$247M -$29.2M 2 1.65% Reduced
29
VanEck Associates
VanEck Associates
New York
$227M -$1.48M 11 0.68% Reduced
30
Charles Schwab
Charles Schwab
California
$226M +$21.7M 10 0.08% Increased
31
Amundi
Amundi
France
$225M +$86.8M 5 0.13% Increased
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$213M -$34.2M 5 1.23% Reduced
33
US Bancorp
US Bancorp
Minnesota
$213M -$9.45M 12 0.44% Reduced
34
Norges Bank
Norges Bank
Norway
$204M +$13.3M 3 0.05% Increased
35
ProShare Advisors
ProShare Advisors
Maryland
$197M -$29.7M 5 0.75% Reduced
36
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$189M -$44.3M 2 0.32% Reduced
37
AllianceBernstein
AllianceBernstein
Tennessee
$187M +$23M 9 0.09% Increased
38
HCS
Himension Capital (Singapore)
Singapore
$184M -$4.5M 2 19.52% Reduced
39
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$184M -$215M 9 0.03% Reduced
40
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$178M -$2.73M 2 1.69% Reduced
41
Temasek Holdings
Temasek Holdings
Singapore
$169M $0 1 1.01% Maintained
42
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$165M +$46M 2 0.6% Increased
43
GMH
General Motors Holdings
Michigan
$161M $0 1 81.72% Maintained
44
Nuveen
Nuveen
North Carolina
$160M -$11.3M 7 0.06% Reduced
45
Swiss National Bank
Swiss National Bank
Switzerland
$158M +$392K 7 0.11% Increased
46
Renaissance Technologies
Renaissance Technologies
New York
$154M +$13.4M 8 0.22% Increased
47
Citadel Advisors
Citadel Advisors
Florida
$153M -$65.3M 14 0.03% Reduced
48
Eagle Asset Management
Eagle Asset Management
Florida
$151M -$21.9M 2 0.99% Reduced
49
RAA
RWC Asset Advisors
Florida
$148M -$17.3M 2 14.69% Reduced
50
UBS Group
UBS Group
Switzerland
$145M -$23.3M 23 0.06% Reduced