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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	Goldman Sachs New York	$230M	+$13.1M	17	0.05%	Increased
27	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$228M	+$17.2M	8	0.28%	Increased
28	Schroder Investment Management Group London, United Kingdom	$223M	+$82.3M	5	0.33%	Increased
29	Citadel Advisors Miami, Florida	$214M	-$57.3M	17	0.05%	Reduced
30	VanEck Associates New York	$211M	-$9.43M	12	0.48%	Reduced
31	Legal & General Group London, United Kingdom	$205M	-$1.17M	11	0.07%	Reduced
32	Ameriprise Minneapolis, Minnesota	$201M	-$27.1M	8	0.07%	Reduced
33	Millennium Management New York	$198M	-$214M	16	0.11%	Reduced
34	Renaissance Technologies New York	$195M	+$37.3M	7	0.26%	Increased
35	Charles Schwab San Francisco, California	$190M	+$1.81M	11	0.06%	Increased
36	US Bancorp Minneapolis, Minnesota	$175M	-$2.78M	18	0.3%	Reduced
37	AGF Management Toronto, Ontario, Canada	$174M	+$5.61M	2	1.19%	Increased
38	Lazard Asset Management New York	$172M	+$124M	5	0.23%	Increased
39	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$160M	-$725K	2	0.25%	Reduced
40	Aberdeen Group Edinburgh, United Kingdom	$159M	+$106M	2	0.4%	Increased
41	Eagle Asset Management St Petersburg, Florida	$150M	-$1.4M	3	0.88%	Reduced
42	ProShare Advisors Bethesda, Maryland	$150M	+$11.2M	6	0.46%	Increased
43	BNP Paribas Asset Management Paris, France	$147M	+$13.8M	5	0.51%	Increased
44	Marshall Wace London, United Kingdom	$147M	+$58.8M	8	0.31%	Increased
45	Norges Bank Oslo, Norway	$147M	+$14.1M	5	0.03%	Increased
46	Principal Financial Group Des Moines, Iowa	$130M	+$36.9M	6	0.09%	Increased
47	Deutsche Bank Frankfurt Am Main Ge, Germany	$128M	+$12.7M	9	0.07%	Increased
48	UBS Group Zurich, Switzerland	$127M	+$18.6M	24	0.05%	Increased
49	UBS AM Chicago, Illinois	$125M	-$11.4M	8	0.06%	Reduced
50	Wells Fargo San Francisco, California	$125M	+$15.3M	21	0.04%	Increased