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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 New York	$39.2M	+$8.6M	5	0.06%	Increased
52	SIM Stelliam Investment Management New York	$38.3M	-$14.2M	1	1.27%	Reduced
53	Fuller & Thaler Asset Management San Mateo, California	$37.3M	+$17.3M	1	0.56%	Increased
54	T. Rowe Price Associates Baltimore, Maryland	$37.1M	+$16M	2	0.01%	Increased
55	Millennium Management New York	$36.2M	+$14.9M	4	0.08%	Increased
56	Royce & Associates New York	$35.7M	-$5.59M	1	0.23%	Reduced
57	New York State Common Retirement Fund Albany, New York	$32.3M	-$869K	4	0.05%	Reduced
58	BAM Baring Asset Management London, United Kingdom	$30.4M	+$1.35M	2	2.08%	Increased
59	BAMCO Inc New York	$30.3M	+$615K	1	0.17%	Increased
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$28.9M	-$839K	1	0.05%	Reduced
61	BlackRock Investment Management Wilmington, Delaware	$27.8M	+$1.19M	4	0.03%	Increased
62	AQR Capital Management Greenwich, Connecticut	$27.7M	+$21.5M	5	0.04%	Increased
63	Swiss National Bank Zurich, Switzerland	$27.7M	+$135K	2	0.04%	Increased
64	Renaissance Technologies New York	$27.4M	-$3.68M	3	0.04%	Reduced
65	Boston Partners Boston, Massachusetts	$27M	+$8.05M	3	0.04%	Increased
66	Russell Investments Group London, United Kingdom	$26.8M	+$27.2M	4	0.05%	New
67	State of New Jersey Common Pension Fund D Trenton, New Jersey	$26.4M	+$6.77M	2	0.11%	Increased
68	Point72 Asset Management Stamford, Connecticut	$26.3M	-$11.7M	3	0.18%	Reduced
69	JP Morgan Chase New York	$25.6M	-$9.71M	4	0.01%	Reduced
70	Hardman Johnston Global Advisors Stamford, Connecticut	$24.6M	+$4.15M	1	1.2%	Increased
71	HCM Hahn Capital Management Walnut Creek, California	$24.5M	-$1.42M	1	2.42%	Reduced
72	PAS Point72 Asia (Singapore) Singapore	$24.3M	+$15.4M	1	10.64%	Increased
73	Scout Investments Kansas City, Missouri	$23.6M	-$7.04M	1	0.66%	Reduced
74	STRS Ohio Columbus, Ohio	$22.5M	+$83.1K	3	0.1%	Increased
75	UBS AM Chicago, Illinois	$22.4M	-$773K	2	0.03%	Reduced