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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	Ameriprise Minneapolis, Minnesota	$39.6M	+$10.6M	4	0.02%	Increased
52	William Blair Investment Management Chicago, Illinois	$38.8M	-$2.86M	1	0.14%	Reduced
53	US Bancorp Minneapolis, Minnesota	$38.7M	+$11.1M	5	0.12%	Increased
54	Robeco Schweiz Zurich, Switzerland	$38.4M	-$8.16M	2	1.64%	Reduced
55	Royal Bank of Canada Toronto, Ontario, Canada	$38.2M	-$1.15M	8	0.02%	Reduced
56	ABC Anchor Bolt Capital Chicago, Illinois	$38.1M	+$8.55M	1	1.67%	Increased
57	Macquarie Group Sydney, NSW 2000, Australia	$36.3M	+$1.15M	3	0.06%	Increased
58	Swiss National Bank Zurich, Switzerland	$35.9M	+$1.2M	3	0.04%	Increased
59	New York State Common Retirement Fund Albany, New York	$35.9M	+$1.19M	3	0.04%	Increased
60	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$35.6M	-$34.3M	1	4.19%	Reduced
61	Fuller & Thaler Asset Management San Mateo, California	$35.4M	-$658K	1	0.38%	Reduced
62	Amundi Asset Management US Boston, Massachusetts	$31.9M	+$10.8M	4	0.05%	Increased
63	Aperio Group Sausalito, California	$31.6M	+$2.04M	4	0.15%	Increased
64	Zurich Cantonal Bank Zurich, Switzerland	$31.3M	+$8.2M	3	0.28%	Increased
65	OppenheimerFunds New York	$30.7M	-$955K	2	0.04%	Reduced
66	BCAM Boston Common Asset Management Boston, Massachusetts	$30.5M	-$3.76M	2	3.78%	Reduced
67	UBS Group Zurich, Switzerland	$30.1M	-$7.62M	10	0.01%	Reduced
68	Causeway Capital Management Los Angeles, California	$28.7M	+$2.7M	1	0.29%	Increased
69	Barclays London, United Kingdom	$28.6M	-$6.81M	7	0.02%	Reduced
70	VanEck Associates New York	$28.5M	-$2.75M	4	0.13%	Reduced
71	Fidelity Investments Boston, Massachusetts	$28.2M	-$23.2M	3	0%	Reduced
72	Pictet Asset Management (UK) London, United Kingdom	$27.9M	-$5.59M	1	0.07%	Reduced
73	ClearBridge Investments New York	$27.3M	+$4.51M	3	0.02%	Increased
74	Two Sigma Investments New York	$27.1M	-$8.86M	4	0.08%	Reduced
75	SEI Investments Oaks, Pennsylvania	$26.9M	+$16.1M	5	0.09%	Increased