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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	Edge Asset Management Seattle, Washington	$30.2M	-$4.99M	1	0.29%	Reduced
52	Royce & Associates New York	$29.7M	+$3.58M	1	0.18%	Increased
53	ABC Anchor Bolt Capital Chicago, Illinois	$27.4M	+$25.2M	1	0.72%	New
54	Charles Schwab San Francisco, California	$26.8M	+$3.93M	4	0.04%	Increased
55	Putnam Investments Boston, Massachusetts	$26.2M	+$7.05M	1	0.06%	Increased
56	Morgan Stanley New York	$26M	+$3.08M	7	0.01%	Increased
57	Parametric Portfolio Associates Seattle, Washington	$25.7M	+$3M	4	0.04%	Increased
58	BlackRock Investment Management Wilmington, Delaware	$25.4M	-$239K	4	0.03%	Reduced
59	New York State Common Retirement Fund Albany, New York	$25.3M	+$119K	3	0.04%	Increased
60	London Company of Virginia Richmond, Virginia	$25M	+$296K	1	0.22%	Increased
61	Fuller & Thaler Asset Management San Mateo, California	$24.6M	-$6.2M	1	0.53%	Reduced
62	TAM Third Avenue Management New York	$23M	-$32.5M	1	0.75%	Reduced
63	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$22.9M	+$2.98M	1	2.63%	Increased
64	T. Rowe Price Associates Baltimore, Maryland	$22M	-$2.18M	2	0%	Reduced
65	Point72 Asset Management Stamford, Connecticut	$20.8M	-$78.2M	2	0.17%	Reduced
66	LM Luminus Management Houston, Texas	$19.5M	-$13.5M	1	0.73%	Reduced
67	Neuberger Berman Group New York	$18.9M	+$158K	1	0.02%	Increased
68	Two Sigma Investments New York	$18.8M	+$16.5M	3	0.09%	Increased
69	California Public Employees Retirement System Sacramento, California	$18.5M	-$209K	4	0.03%	Reduced
70	HI Honeywell International Charlotte, North Carolina	$18.1M	+$7.72K	1	0.45%	Increased
71	BlackRock New York	$17M	+$4.38M	4	0.03%	Increased
72	HCM Hahn Capital Management Walnut Creek, California	$16.7M	-$85.5K	1	1.68%	Reduced
73	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$16.5M	+$58.4K	1	0.03%	Increased
74	SCM SKBA Capital Management San Francisco, California	$16.4M	+$9.69M	1	1.67%	Increased
75	NAP New Amsterdam Partners New York	$15.4M	+$14.1M	1	1.59%	New