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 |
Amundi
Paris,
France
| $140M | -$25.1M | 4 | 0.05% | Reduced |
|
| 27 |
VanEck Associates
New York
| $136M | +$13.3M | 8 | 0.17% | Increased |
|
| 28 |
Millennium Management
New York
| $135M | -$912K | 18 | 0.07% | Reduced |
|
| 29 |
Norges Bank
Oslo,
Norway
| $119M | -$47.7M | 4 | 0.02% | Reduced |
|
| 30 |
Bank of New York Mellon
New York
| $115M | -$13.3M | 13 | 0.02% | Reduced |
|
| 31 |
Robeco Schweiz
Zurich,
Switzerland
| $113M | -$33.9M | 2 | 2.42% | Reduced |
|
| 32 |
Pictet Asset Management
Carouge,
Switzerland
| $104M | +$32.2M | 6 | 0.11% | Increased |
|
| 33 |
Citigroup
New York
| $93.5M | +$37.4M | 22 | 0.06% | Increased |
|
| 34 |
Legal & General Group
London,
United Kingdom
| $92.7M | -$17M | 13 | 0.02% | Reduced |
|
| 35 |
Ameriprise
Minneapolis,
Minnesota
| $92.7M | -$74.6M | 11 | 0.02% | Reduced |
|
| 36 |
KGI
Kopernik Global Investors
Tampa,
Florida
| $91M | -$56.8M | 2 | 9.73% | Reduced |
|
| 37 |
Nuveen
Charlotte,
North Carolina
| $84.8M | +$39M | 13 | 0.02% | Increased |
|
| 38 |
Barclays
London,
United Kingdom
| $83.8M | -$13.2M | 17 | 0.02% | Reduced |
|
| 39 |
Lazard Asset Management
New York
| $72.2M | -$18.2M | 3 | 0.11% | Reduced |
|
| 40 |
UBS AM
Chicago,
Illinois
| $71.8M | +$9.45M | 5 | 0.02% | Increased |
|
| 41 |
Wells Fargo
San Francisco,
California
| $69.4M | +$1.96M | 26 | 0.02% | Increased |
|
| 42 |
Fidelity Investments
Boston,
Massachusetts
| $68.8M | +$3.97M | 19 | 0% | Increased |
|
| 43 |
JP Morgan Chase
New York
| $68.5M | -$12.5M | 20 | 0% | Reduced |
|
| 44 |
Temasek Holdings
Singapore
| $67.2M | $0 | 1 | 0.27% | Maintained |
|
| 45 |
Citadel Advisors
Miami,
Florida
| $66M | -$31M | 16 | 0.01% | Reduced |
|
| 46 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $65.7M | +$17.4M | 23 | 0.01% | Increased |
|
| 47 |
Mariner
Overland Park,
Kansas
| $65.2M | +$934K | 13 | 0.11% | Increased |
|
| 48 |
Empower Advisory Group
Greenwood Village,
Colorado
| $63.8M | +$3.56M | 1 | 0.21% | Increased |
|
| 49 |
SEI Investments
Oaks,
Pennsylvania
| $62.1M | -$684K | 7 | 0.08% | Reduced |
|
| 50 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $62M | +$9.33M | 2 | 0.12% | Increased |
|