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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	BlackRock Advisors Wilmington, Delaware	$40.3M	-$10.5M	5	0.04%	Reduced
52	Charles Schwab San Francisco, California	$40M	+$3.54M	5	0.05%	Increased
53	Royce & Associates New York	$39.3M	$0	1	0.26%	Maintained
54	Axiom Investors Greenwich, Connecticut	$39.1M	+$17M	1	1.14%	Increased
55	Parametric Portfolio Associates Seattle, Washington	$37.3M	+$388K	4	0.06%	Increased
56	Principal Financial Group Des Moines, Iowa	$34.1M	-$22.2M	2	0.05%	Reduced
57	Janus Henderson Investors US Denver, Colorado	$33.7M	+$25M	1	0.03%	Increased
58	ClearBridge Investments New York	$33.1M	+$2.27M	2	0.04%	Increased
59	BlackRock New York	$32.6M	+$9.67M	5	0.05%	Increased
60	New York State Common Retirement Fund Albany, New York	$32.6M	-$6.49M	4	0.05%	Reduced
61	RCIM Russell Clark Investment Management London, United Kingdom	$31M	+$28.3M	2	6.75%	New
62	Credit Suisse Zurich, Switzerland	$30.3M	+$8.74M	4	0.03%	Increased
63	Edge Asset Management Seattle, Washington	$29.2M	-$11.1M	1	0.26%	Reduced
64	Scout Investments Kansas City, Missouri	$28.8M	+$26.6M	1	0.8%	New
65	Renaissance Technologies New York	$28.5M	+$18M	4	0.05%	Increased
66	BlackRock Investment Management Wilmington, Delaware	$27.7M	-$5.65M	4	0.04%	Reduced
67	Royal Bank of Canada Toronto, Ontario, Canada	$27.3M	+$450K	7	0.02%	Increased
68	Fuller & Thaler Asset Management San Mateo, California	$27.3M	+$4.41M	1	0.47%	Increased
69	Swiss National Bank Zurich, Switzerland	$26.1M	+$1.77M	2	0.04%	Increased
70	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$25.9M	+$1.7M	1	0.04%	Increased
71	BAM Baring Asset Management London, United Kingdom	$25.6M	+$4.32M	2	2.08%	Increased
72	HCM Hahn Capital Management Walnut Creek, California	$25.2M	-$565K	1	2.42%	Reduced
73	JP Morgan Chase New York	$24.3M	-$101M	3	0.01%	Reduced
74	Boston Partners Boston, Massachusetts	$23.9M	+$11.3M	2	0.03%	Increased
75	California Public Employees Retirement System Sacramento, California	$22.8M	-$789K	4	0.04%	Reduced