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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.8M +$33.7M 1 0.31% New
52
Geode Capital Management
Geode Capital Management
Massachusetts
$35.5M +$2.53M 3 0.02% Increased
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$34.6M +$152K 3 0.05% Increased
54
Edge Asset Management
Edge Asset Management
Washington
$34.4M +$18.7M 1 0.3% Increased
55
ClearBridge Investments
ClearBridge Investments
New York
$33.5M +$905K 2 0.03% Increased
56
Morgan Stanley
Morgan Stanley
New York
$31M +$5.53M 8 0.01% Increased
57
Credit Suisse
Credit Suisse
Switzerland
$27.7M +$2.49M 4 0.03% Increased
58
D.E. Shaw & Co
D.E. Shaw & Co
New York
$27.3M +$26.7M 4 0.04% Increased
59
DCM
Dupont Capital Management
Delaware
$25.8M -$9.42M 1 0.51% Reduced
60
Royce & Associates
Royce & Associates
New York
$25.3M +$389K 1 0.1% Increased
61
Wells Fargo
Wells Fargo
California
$24.7M +$6.89M 6 0.01% Increased
62
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$24.1M +$2.79M 1 0.77% Increased
63
UBS Group
UBS Group
Switzerland
$23.9M -$10.5M 6 0.02% Reduced
64
DCM
Daruma Capital Management
New York
$23.2M -$15.2M 1 1.03% Reduced
65
BlackRock Investment Management
BlackRock Investment Management
Delaware
$22.8M -$9.4M 5 0.03% Reduced
66
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$22.1M +$1.9M 4 0.04% Increased
67
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$20.8M +$4.9M 2 0.04% Increased
68
Invesco
Invesco
Georgia
$20.6M -$23.7M 4 0.01% Reduced
69
Principal Financial Group
Principal Financial Group
Iowa
$20.5M -$857K 2 0.03% Reduced
70
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$20.5M +$33.6K 1 0.11% Increased
71
Charles Schwab
Charles Schwab
California
$19.5M +$5.89M 4 0.03% Increased
72
California Public Employees Retirement System
California Public Employees Retirement System
California
$18.9M $0 4 0.03% Maintained
73
Millennium Management
Millennium Management
New York
$18.7M -$21.9M 3 0.03% Reduced
74
VOYA Investment Management
VOYA Investment Management
Georgia
$18.3M -$5.45M 2 0.04% Reduced
75
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$18.2M +$16.4M 2 0.08% Increased
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