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 |
Millennium Management
New York
| $131M | +$51.6M | 18 | 0.06% | Increased |
|
| 27 |
GMH
General Motors Holdings
Detroit,
Michigan
| $130M | $0 | 4 | 99.59% | Maintained |
|
| 28 |
Charles Schwab
San Francisco,
California
| $130M | +$26M | 12 | 0.02% | Increased |
|
| 29 |
Goldman Sachs
New York
| $126M | -$51.9M | 20 | 0.02% | Reduced |
|
| 30 |
Bank of New York Mellon
New York
| $116M | -$52.3M | 11 | 0.02% | Reduced |
|
| 31 |
KGI
Kopernik Global Investors
Tampa,
Florida
| $114M | +$60.6M | 2 | 11.37% | Increased |
|
| 32 |
Legal & General Group
London,
United Kingdom
| $99.8M | -$6.48M | 13 | 0.03% | Reduced |
|
| 33 |
Citadel Advisors
Miami,
Florida
| $96.2M | -$9.22M | 19 | 0.02% | Reduced |
|
| 34 |
Barclays
London,
United Kingdom
| $93.9M | +$387K | 18 | 0.02% | Increased |
|
| 35 |
Lazard Asset Management
New York
| $92.1M | +$4.32M | 3 | 0.12% | Increased |
|
| 36 |
UBS Group
Zurich,
Switzerland
| $85.2M | -$18.3M | 31 | 0.02% | Reduced |
|
| 37 |
Pictet Asset Management
Carouge,
Switzerland
| $83.2M | -$9.61M | 5 | 0.09% | Reduced |
|
| 38 |
JP Morgan Chase
New York
| $73.5M | +$5.23M | 22 | 0.01% | Increased |
|
| 39 |
Fidelity Investments
Boston,
Massachusetts
| $71.9M | +$24.9M | 18 | 0% | Increased |
|
| 40 |
Wells Fargo
San Francisco,
California
| $71.7M | +$592K | 25 | 0.02% | Increased |
|
| 41 |
Mariner
Overland Park,
Kansas
| $70M | +$28.3M | 11 | 0.12% | Increased |
|
| 42 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $69.8M | +$8.58M | 30 | 0.01% | Increased |
|
| 43 |
Jane Street
New York
| $68.1M | -$32.8M | 22 | 0.01% | Reduced |
|
| 44 |
SEI Investments
Oaks,
Pennsylvania
| $67.4M | -$2.43M | 7 | 0.09% | Reduced |
|
| 45 |
UBS AM
Chicago,
Illinois
| $67.3M | +$3.19M | 5 | 0.02% | Increased |
|
| 46 |
Empower Advisory Group
Greenwood Village,
Colorado
| $66.8M | +$14M | 1 | 0.23% | Increased |
|
| 47 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $65.3M | -$4.07M | 1 | 0.21% | Reduced |
|
| 48 |
Citigroup
New York
| $59.7M | -$4.81M | 17 | 0.03% | Reduced |
|
| 49 |
BNP Paribas Financial Markets
Paris,
France
| $59.3M | +$13M | 10 | 0.04% | Increased |
|
| 50 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $58.6M | -$7.18M | 3 | 0.11% | Reduced |
|