← All themes

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	TIAA CREF Investment Management New York	$45M	-$1.19M	2	0.03%	Reduced
52	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$44.4M	+$4.12M	2	0.3%	Increased
53	Nicholas Company Milwaukee, Wisconsin	$43.2M	-$1.25M	1	0.94%	Reduced
54	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$40.7M	-$2.53M	1	0.04%	Reduced
55	Credit Suisse Zurich, Switzerland	$39.3M	-$10.9M	6	0.04%	Reduced
56	William Blair Investment Management Chicago, Illinois	$38M	+$1.13M	1	0.13%	Increased
57	LMR Partners London, United Kingdom	$38M	+$37.7M	1	2.42%	Increased
58	UBS AM Chicago, Illinois	$37.8M	-$25.1M	4	0.03%	Reduced
59	ClearBridge Investments New York	$37.5M	+$12.1M	3	0.03%	Increased
60	Pictet Asset Management (UK) London, United Kingdom	$37.4M	+$7.68M	1	0.08%	Increased
61	Swiss National Bank Zurich, Switzerland	$36.7M	-$1.16M	3	0.04%	Reduced
62	Fuller & Thaler Asset Management San Mateo, California	$34.9M	-$915K	1	0.36%	Reduced
63	JP Morgan Chase New York	$34.4M	-$10.9M	5	0.01%	Reduced
64	Glenview Capital Management New York	$34.3M	+$33.3M	1	0.22%	New
65	New York State Common Retirement Fund Albany, New York	$34.2M	-$3.68M	2	0.04%	Reduced
66	Handelsbanken Fonder Stockholm, Sweden	$33.4M	+$7.98M	1	0.63%	Increased
67	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$33M	-$13.3M	2	0.12%	Reduced
68	UBS Group Zurich, Switzerland	$32.5M	+$1.76M	10	0.01%	Increased
69	OppenheimerFunds New York	$32.4M	-$14.7K	2	0.04%	Reduced
70	Barclays London, United Kingdom	$31.2M	+$1.31M	7	0.02%	Increased
71	Aperio Group Sausalito, California	$30.4M	+$964K	4	0.13%	Increased
72	Zurich Cantonal Bank Zurich, Switzerland	$30.4M	-$2.01M	3	0.26%	Reduced
73	BCAM Boston Common Asset Management Boston, Massachusetts	$29.5M	-$443K	2	3.65%	Reduced
74	BNP Paribas Asset Management Paris, France	$26.5M	+$4.67M	2	0.2%	Increased
75	ABC Anchor Bolt Capital Chicago, Illinois	$25.4M	-$14.5M	1	1.27%	Reduced