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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
CIP
Champlain Investment Partners
Vermont
$30.3M +$79.2K 1 0.58% Increased
52
Royce & Associates
Royce & Associates
New York
$28.6M $0 2 0.09% Maintained
53
Two Sigma Investments
Two Sigma Investments
New York
$27.9M +$12.7M 1 0.18% Increased
54
Russell Frank Company
Russell Frank Company
Washington
$26.5M -$34.5K 3 0.05% Reduced
55
VanEck Associates
VanEck Associates
New York
$25.6M -$2.83M 2 0.13% Reduced
56
Geode Capital Management
Geode Capital Management
Massachusetts
$25.1M -$1.27M 3 0.02% Reduced
57
Putnam Investments
Putnam Investments
Massachusetts
$24.4M -$4.9M 1 0.07% Reduced
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$23.6M +$379K 4 0.06% Increased
59
GC
GMT Capital
Georgia
$22.1M -$28.5M 1 0.51% Reduced
60
Sarasin & Partners
Sarasin & Partners
United Kingdom
$22M +$4.93M 1 0.34% Increased
61
Renaissance Technologies
Renaissance Technologies
New York
$21.1M -$8.05M 3 0.05% Reduced
62
DCM
Daruma Capital Management
New York
$20.9M +$19.1M 1 0.96% New
63
SBCM
Schwerin Boyle Capital Management
Massachusetts
$20.8M +$20.6M 1 3.16% New
64
First Trust Advisors
First Trust Advisors
Illinois
$20.7M +$444K 3 0.11% Increased
65
BlackRock Investment Management
BlackRock Investment Management
Delaware
$20.7M -$1.25M 3 0.03% Reduced
66
UBS
UBS
Switzerland
$20.2M +$518K 7 0.02% Increased
67
UBS AM
UBS AM
Illinois
$19.8M +$2.94M 2 0.02% Increased
68
Apex Capital Management
Apex Capital Management
Ohio
$19.4M +$871K 1 0.85% Increased
69
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$19.4M -$1.32M 2 0.02% Reduced
70
River Road Asset Management
River Road Asset Management
Kentucky
$19.3M -$843K 1 0.24% Reduced
71
HA
Heartland Advisors
Wisconsin
$18.8M $0 1 0.34% Maintained
72
California Public Employees Retirement System
California Public Employees Retirement System
California
$17.4M +$95.4K 4 0.03% Increased
73
Westfield Capital Management
Westfield Capital Management
Massachusetts
$17.4M -$182K 1 0.11% Reduced
74
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$17.3M -$1.29M 1 0.58% Reduced
75
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$16.7M +$5.77M 3 0.04% Increased
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