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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
Morgan Stanley
Morgan Stanley
New York
$39.6M +$15.8M 6 0.02% Increased
52
BlackRock Group
BlackRock Group
United Kingdom
$39.3M -$5.16M 4 0.02% Reduced
53
Fidelity Investments
Fidelity Investments
Massachusetts
$36.5M -$26.7M 2 0.01% Reduced
54
BlackRock Investment Management
BlackRock Investment Management
Delaware
$33.7M +$2.17M 5 0.05% Increased
55
BlackRock Advisors
BlackRock Advisors
Delaware
$32.4M +$3.22M 2 0.03% Increased
56
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$30.2M +$2.99M 4 0.07% Increased
57
Millennium Management
Millennium Management
New York
$30.2M +$24.4M 2 0.08% Increased
58
Geode Capital Management
Geode Capital Management
Massachusetts
$28.7M +$247K 3 0.02% Increased
59
Bessemer Group
Bessemer Group
New Jersey
$28.6M -$28.9M 1 0.16% Reduced
60
Royce & Associates
Royce & Associates
New York
$27.5M +$942K 1 0.09% Increased
61
VOYA Investment Management
VOYA Investment Management
Georgia
$27.3M +$18.1M 2 0.06% Increased
62
Driehaus Capital Management
Driehaus Capital Management
Illinois
$25.7M +$27M 1 0.98% New
63
American Century Companies
American Century Companies
Missouri
$25.6M +$22.4M 2 0.03% Increased
64
Panagora Asset Management
Panagora Asset Management
Massachusetts
$25.2M +$25.9M 3 0.12% Increased
65
Principal Financial Group
Principal Financial Group
Iowa
$24.5M +$7.1M 2 0.04% Increased
66
Apex Capital Management
Apex Capital Management
Ohio
$23.8M +$1.42M 1 0.72% Increased
67
TGI
Tradewinds Global Investors
California
$23.7M -$4.07M 1 0.87% Reduced
68
Teachers Advisors
Teachers Advisors
New York
$23.7M +$6.24M 2 0.05% Increased
69
Neuberger Berman Group
Neuberger Berman Group
New York
$23.2M -$8.01M 1 0.02% Reduced
70
River Road Asset Management
River Road Asset Management
Kentucky
$22.9M +$2.12M 1 0.32% Increased
71
SBCM
Schwerin Boyle Capital Management
Massachusetts
$22.4M +$16K 1 3.13% Increased
72
Two Sigma Advisers
Two Sigma Advisers
New York
$22.2M +$17.6M 2 0.17% Increased
73
UBS AM
UBS AM
Illinois
$22.1M +$4.4M 2 0.02% Increased
74
MPMG
Minneapolis Portfolio Management Group
Minnesota
$20.6M +$22.7M 1 2.66% New
75
Winton Group
Winton Group
United Kingdom
$19.3M +$19.1M 1 0.14% Increased
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