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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
Swiss National Bank
Swiss National Bank
Switzerland
$124M +$3.81M 7 0.08% Increased
52
Goldman Sachs
Goldman Sachs
New York
$114M +$88.1M 17 0.03% Increased
53
Wells Fargo
Wells Fargo
California
$111M -$11.2M 18 0.03% Reduced
54
Macquarie Group
Macquarie Group
Australia
$109M -$1.2M 5 0.12% Reduced
55
APG Asset Management
APG Asset Management
Netherlands
$107M +$4.83M 2 0.25% Increased
56
Amundi
Amundi
France
$101M -$11.9M 4 0.08% Reduced
57
UBS AM
UBS AM
Illinois
$101M -$979K 7 0.05% Reduced
58
SEI Investments
SEI Investments
Pennsylvania
$99.4M +$19.6M 4 0.21% Increased
59
Principal Financial Group
Principal Financial Group
Iowa
$97.5M +$9.81M 7 0.07% Increased
60
LPL Financial
LPL Financial
California
$96.1M +$8.1M 14 0.09% Increased
61
Candriam SCA
Candriam SCA
Luxembourg
$96M -$54.9M 2 0.79% Reduced
62
Russell Investments Group
Russell Investments Group
United Kingdom
$93.9M -$12.3M 9 0.19% Reduced
63
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$93.2M +$12.2M 23 0.03% Increased
64
JC
Joho Capital
New York
$89.4M -$8.57M 1 20.43% Reduced
65
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$89.4M +$46.8M 2 0.32% Increased
66
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$87.8M +$12.1M 3 0.07% Increased
67
Barclays
Barclays
United Kingdom
$87.7M -$30M 13 0.05% Reduced
68
D.E. Shaw & Co
D.E. Shaw & Co
New York
$86.6M -$21.4M 10 0.1% Reduced
69
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$85.2M -$17.8M 18 0.02% Reduced
70
JP Morgan Chase
JP Morgan Chase
New York
$83.6M -$8.67M 14 0.01% Reduced
71
PRO
Pensioenfonds Rail & OV
Netherlands
$83.5M -$14.8M 1 3.01% Reduced
72
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$83.4M +$2.6M 2 0.21% Increased
73
Federated Hermes
Federated Hermes
Pennsylvania
$79.2M +$12.3M 4 0.22% Increased
74
Deutsche Bank
Deutsche Bank
Germany
$77.9M +$1.45M 10 0.04% Increased
75
CC
Covalis Capital
United Kingdom
$73.6M +$58.8M 2 14.16% Increased