← All themes

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
Neuberger Berman Group
Neuberger Berman Group
New York
$28.4M -$1.69M 2 0.03% Reduced
52
River Road Asset Management
River Road Asset Management
Kentucky
$26.4M +$7.44M 1 0.29% Increased
53
FIM
FourPoints Investment Managers
France
$25.1M +$16.1M 1 2.36% Increased
54
STRS Ohio
STRS Ohio
Ohio
$24.2M +$15.1M 4 0.11% Increased
55
First Trust Advisors
First Trust Advisors
Illinois
$23.9M +$2.39M 3 0.12% Increased
56
Two Sigma Investments
Two Sigma Investments
New York
$23.2M -$5.6M 3 0.13% Reduced
57
VanEck Associates
VanEck Associates
New York
$22.9M -$436K 2 0.12% Reduced
58
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.8M +$18.5M 2 0.09% Increased
59
Morgan Stanley
Morgan Stanley
New York
$22.7M -$55.6M 6 0.01% Reduced
60
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$22.7M +$710K 4 0.06% Increased
61
SBCM
Schwerin Boyle Capital Management
Massachusetts
$22.7M +$593K 1 3.18% Increased
62
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.5M +$12.9M 4 0.03% Increased
63
BlackRock Investment Management
BlackRock Investment Management
Delaware
$21.8M +$1.18M 2 0.03% Increased
64
UBS AM
UBS AM
Illinois
$21.1M +$1.25M 2 0.02% Increased
65
UBS
UBS
Switzerland
$20.9M +$76.7K 7 0.02% Increased
66
Apex Capital Management
Apex Capital Management
Ohio
$20.7M +$1.27M 1 0.78% Increased
67
KP
Kiltearn Partners
United Kingdom
$20.6M +$20.1M 1 3.44% New
68
Manning & Napier Advisors
Manning & Napier Advisors
New York
$20.2M +$20.7M 1 0.09% New
69
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$19.7M +$3.82M 3 0.02% Increased
70
RM
RCF Management
Colorado
$19.7M $0 1 17.64% Maintained
71
KI
Kalmar Investments
Delaware
$19.1M -$46.5M 1 0.32% Reduced
72
HA
Heartland Advisors
Wisconsin
$18.5M $0 1 0.32% Maintained
73
California Public Employees Retirement System
California Public Employees Retirement System
California
$18.1M +$531K 4 0.03% Increased
74
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$17.6M -$1.85M 2 0.01% Reduced
75
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.3M +$8.91M 6 0.01% Increased
1 2
3
4 5