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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
ClearBridge Investments
ClearBridge Investments
New York
$35.5M +$5.32M 2 0.04% Increased
52
BlackRock Investment Management
BlackRock Investment Management
Delaware
$35.4M +$5.17M 5 0.05% Increased
53
BlackRock Group
BlackRock Group
United Kingdom
$31.8M -$5.78M 4 0.02% Reduced
54
Discovery Capital Management
Discovery Capital Management
Connecticut
$30.9M +$30.3M 1 0.32% New
55
Credit Suisse
Credit Suisse
Switzerland
$30.8M -$7.68M 4 0.03% Reduced
56
BlackRock Advisors
BlackRock Advisors
Delaware
$30.1M -$568K 2 0.03% Reduced
57
Morgan Stanley
Morgan Stanley
New York
$29.8M -$5.27M 8 0.01% Reduced
58
Point72 Asset Management
Point72 Asset Management
Connecticut
$29.2M +$19.5M 2 0.2% Increased
59
Royce & Associates
Royce & Associates
New York
$28.4M +$265K 1 0.1% Increased
60
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$26.8M -$23.3M 1 0.13% Reduced
61
VOYA Investment Management
VOYA Investment Management
Georgia
$26.8M -$701K 2 0.06% Reduced
62
UBS AM
UBS AM
Illinois
$26.1M +$3.67M 2 0.02% Increased
63
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$25.3M -$1.55M 4 0.05% Reduced
64
Apex Capital Management
Apex Capital Management
Ohio
$24.9M +$621K 1 0.66% Increased
65
Principal Financial Group
Principal Financial Group
Iowa
$24.2M +$1.28M 2 0.04% Increased
66
Teachers Advisors
Teachers Advisors
New York
$23.8M +$146K 2 0.05% Increased
67
American Century Companies
American Century Companies
Missouri
$23.8M -$2.35M 1 0.03% Reduced
68
TGI
Tradewinds Global Investors
California
$22.9M +$3.26M 1 0.93% Increased
69
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.6M +$15.4M 1 0.82% Increased
70
Two Sigma Investments
Two Sigma Investments
New York
$22.3M -$20M 3 0.12% Reduced
71
Glenmede Trust
Glenmede Trust
Pennsylvania
$21.6M +$6.74M 2 0.17% Increased
72
RM
RCF Management
Colorado
$20.9M +$197K 1 97.34% Increased
73
Wells Fargo
Wells Fargo
California
$19.8M +$4.16M 5 0.01% Increased
74
Jennison Associates
Jennison Associates
New York
$19.3M -$108M 1 0.02% Reduced
75
DS
Dalal Street
Texas
$19.3M -$43.6M 1 3.49% Reduced
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