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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	Millennium Management New York	$189M	+$98.6M	18	0.08%	Increased
27	JP Morgan Chase New York	$187M	+$78.7M	16	0.01%	Increased
28	GMH General Motors Holdings Detroit, Michigan	$185M	$0	4	99.73%	Maintained
29	Norges Bank Oslo, Norway	$176M	+$148M	2	0.02%	New
30	Susquehanna International Group Bala Cynwyd, Pennsylvania	$170M	+$86.6M	23	0.02%	Increased
31	PGGM Investments Zeist, Netherlands	$168M	$0	1	2.65%	Maintained
32	Barclays London, United Kingdom	$147M	-$73.4M	18	0.04%	Reduced
33	SEI Investments Oaks, Pennsylvania	$142M	+$15.5M	6	0.14%	Increased
34	Legal & General Group London, United Kingdom	$139M	+$64M	13	0.03%	Increased
35	LPL Financial San Diego, California	$139M	-$36.2M	20	0.04%	Reduced
36	Bank of New York Mellon New York	$136M	+$18.8M	9	0.02%	Increased
37	Phoenix Financial Givatayim, Israel	$130M	+$104M	1	1.41%	New
38	Amundi Paris, France	$128M	+$3.4M	8	0.03%	Increased
39	Jane Street New York	$125M	+$3.8M	28	0.02%	Increased
40	Empower Advisory Group Greenwood Village, Colorado	$123M	-$1.64M	1	0.33%	Reduced
41	Balyasny Asset Management Chicago, Illinois	$118M	+$47M	8	0.15%	Increased
42	Ameriprise Minneapolis, Minnesota	$117M	+$55.6M	10	0.03%	Increased
43	D.E. Shaw & Co New York	$114M	+$12.2M	11	0.06%	Increased
44	Driehaus Capital Management Chicago, Illinois	$105M	+$42.2M	3	0.71%	Increased
45	American Century Companies Kansas City, Missouri	$102M	+$11.9M	9	0.05%	Increased
46	RAA RWC Asset Advisors Miami, Florida	$101M	+$12.7M	1	19.07%	Increased
47	Deutsche Bank Frankfurt Am Main Ge, Germany	$100M	-$10.7M	11	0.03%	Reduced
48	Two Sigma Advisers New York	$100M	-$16.2M	7	0.2%	Reduced
49	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$100M	+$63.4M	5	0.26%	Increased
50	Encompass Capital Advisors New York	$98.1M	+$88.2M	4	4%	New