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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	Nicholas Company Milwaukee, Wisconsin	$41.2M	+$6.65M	1	0.94%	Increased
52	Royal Bank of Canada Toronto, Ontario, Canada	$38.9M	+$9.66M	10	0.02%	Increased
53	Baird Financial Group Milwaukee, Wisconsin	$37.7M	+$3.94M	1	0.27%	Increased
54	UBS Group Zurich, Switzerland	$37.6M	+$21.8M	10	0.02%	Increased
55	Macquarie Group Sydney, NSW 2000, Australia	$35.9M	-$3.3M	3	0.07%	Reduced
56	Two Sigma Investments New York	$35.7M	-$16.2M	3	0.12%	Reduced
57	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$35.6M	+$231K	2	0.05%	Increased
58	Barclays London, United Kingdom	$34.8M	+$20.4M	7	0.03%	Increased
59	BCAM Boston Common Asset Management Boston, Massachusetts	$34.4M	+$3.81M	2	4.05%	Increased
60	New York State Common Retirement Fund Albany, New York	$34.2M	-$2.54M	4	0.04%	Reduced
61	Swiss National Bank Zurich, Switzerland	$34.1M	-$5.59M	3	0.04%	Reduced
62	Two Sigma Advisers New York	$33.4M	-$3.68M	2	0.09%	Reduced
63	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$33.3M	-$670K	3	0.06%	Reduced
64	Pictet Asset Management (UK) London, United Kingdom	$32.8M	+$31.9M	1	0.08%	Increased
65	VanEck Associates New York	$32M	+$13.1M	4	0.16%	Increased
66	Millennium Management New York	$31.7M	+$15M	6	0.04%	Increased
67	OppenheimerFunds New York	$31M	-$24.7M	2	0.04%	Reduced
68	Aperio Group Sausalito, California	$30.8M	+$1.39M	4	0.15%	Increased
69	Citadel Advisors Miami, Florida	$30.6M	-$502K	7	0.02%	Reduced
70	Fuller & Thaler Asset Management San Mateo, California	$30.4M	-$61.2K	1	0.36%	Reduced
71	Russell Investments Group London, United Kingdom	$30.1M	+$6.13M	4	0.05%	Increased
72	ABC Anchor Bolt Capital Chicago, Illinois	$29.2M	+$6.65M	1	1.18%	Increased
73	Schroder Investment Management Group London, United Kingdom	$28.2M	+$28.9M	1	0.05%	Increased
74	Waddell & Reed Financial Overland Park, Kansas	$28.1M	-$8.88M	1	0.06%	Reduced
75	Causeway Capital Management Los Angeles, California	$27.9M	-$243K	1	0.3%	Reduced