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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
51	Deutsche Bank Frankfurt Am Main Ge, Germany	$30.5M	+$34.2M	4	0.03%	New
52	SCA Southpoint Capital Advisors New York	$29.8M	+$30.1M	1	1.84%	New
53	Putnam Investments Boston, Massachusetts	$29M	+$29.3M	1	0.08%	New
54	Russell Frank Company Seattle, Washington	$28.6M	+$31M	3	0.05%	New
55	Royce & Associates New York	$28.3M	+$28.5M	2	0.09%	New
56	GE General Electric Evendale, Ohio	$26.3M	+$31M	1	0.14%	New
57	Parametric Portfolio Associates Seattle, Washington	$25.6M	+$28.3M	4	0.07%	New
58	AQR Capital Management Greenwich, Connecticut	$25.4M	+$28.9M	4	0.09%	New
59	Geode Capital Management Boston, Massachusetts	$25.4M	+$25.4M	3	0.02%	New
60	CIP Champlain Investment Partners Burlington, Vermont	$24.8M	+$23.5M	1	0.5%	New
61	BlackRock New York	$23.5M	+$27.1M	4	0.05%	New
62	Harding Loevner Bridgewater, New Jersey	$23.3M	+$27.4M	1	0.23%	New
63	Sarasin & Partners London, United Kingdom	$22.9M	+$27M	1	0.33%	New
64	ClearBridge Investments New York	$22.7M	+$21.5M	1	0.03%	New
65	BNP Paribas Asset Management Paris, France	$22M	+$25.9M	1	0.16%	New
66	BlackRock Investment Management Wilmington, Delaware	$21.8M	+$22.3M	3	0.04%	New
67	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$20.4M	+$20.6M	1	0.4%	New
68	TIAA CREF Investment Management New York	$19.7M	+$19.6M	2	0.02%	New
69	Apex Capital Management Dayton, Ohio	$18.3M	+$18.5M	1	0.89%	New
70	UBS Zurich, Switzerland	$18.3M	+$19.3M	6	0.02%	New
71	First Trust Advisors Wheaton, Illinois	$18.2M	+$19.3M	3	0.12%	New
72	Westfield Capital Management Boston, Massachusetts	$17.4M	+$17.5M	1	0.12%	New
73	RM RCF Management Denver, Colorado	$17.1M	+$15.4M	1	14.42%	New
74	QS Batterymarch Financial Management New York	$16.8M	+$19.8M	2	0.32%	New
75	NCM Newgate Capital Management Greenwich, Connecticut	$16.8M	+$18.5M	2	2.34%	New