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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	Principal Financial Group Des Moines, Iowa	$40M	+$3.62M	2	0.05%	Increased
52	Edge Asset Management Seattle, Washington	$37M	+$5.36M	1	0.31%	Increased
53	Legal & General Group London, United Kingdom	$36.2M	+$22.2M	4	0.04%	Increased
54	JP Morgan Chase New York	$34.9M	+$7.55M	3	0.01%	Increased
55	New York State Common Retirement Fund Albany, New York	$33M	-$2.12M	4	0.05%	Reduced
56	SFM Systematic Financial Management Teaneck, New Jersey	$32.2M	-$18.5M	1	0.45%	Reduced
57	Guggenheim Capital Chicago, Illinois	$31.7M	+$25.4M	3	0.1%	Increased
58	ClearBridge Investments New York	$31M	-$1.5M	2	0.03%	Reduced
59	Renaissance Technologies New York	$30.6M	+$349K	4	0.05%	Increased
60	Scout Investments Kansas City, Missouri	$30.5M	-$440K	1	0.86%	Reduced
61	BlackRock New York	$30.3M	-$4.56M	4	0.04%	Reduced
62	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$29.5M	+$1.55M	1	0.05%	Increased
63	Alyeska Investment Group Chicago, Illinois	$29.1M	-$25.5M	1	0.27%	Reduced
64	Two Sigma Investments New York	$28.9M	+$6.17M	4	0.1%	Increased
65	BAM Baring Asset Management London, United Kingdom	$28.9M	+$1.39M	1	2.07%	Increased
66	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$28.3M	+$22.1M	2	0.1%	Increased
67	BAMCO Inc New York	$27.8M	+$3.69M	1	0.15%	Increased
68	Emerald Acquisition Seattle, Washington	$27.6M	+$4.03M	3	0.05%	Increased
69	Massachusetts Financial Services Boston, Massachusetts	$27.6M	-$64.8M	1	0.01%	Reduced
70	Swiss National Bank Zurich, Switzerland	$27.6M	-$384K	2	0.04%	Reduced
71	BlackRock Investment Management Wilmington, Delaware	$26.8M	-$2.5M	3	0.03%	Reduced
72	Fuller & Thaler Asset Management San Mateo, California	$25.9M	-$198K	1	0.43%	Reduced
73	Wells Fargo San Francisco, California	$25.6M	+$5.77M	6	0.01%	Increased
74	HCM Hahn Capital Management Walnut Creek, California	$25.2M	-$1.37M	1	2.51%	Reduced
75	Millennium Management New York	$23.8M	-$83.9M	4	0.04%	Reduced